JOB DESCRIPTION : REGIONALMANAGER| PSU BANCASSSURANCE PARTNERSHIP
A.Position Overview
Position Title
Regional Manager
Department
Central Bank of India
Level / Band
Manager
Role Summary :
- Liase with Bank’s Regional officers and Zonal Officersan
- d ensure alignment on Life Insurance Business
- Visitzones and regions-interactwithZonal Officers, Regional Officers andBank branch managers
- Guide and support team to ensure achievement of targets
- Interact with customers to explain the products and solutions
- Ensureactivation,persistency & productivity is maintained.
- Ensure qualityof recruits hired in the team
- Maintain & drive compliance at the zone
B.Organizational Relationships
Reports To
Zonal Manager
Supervises
Area Managers / KAM
C.Job Dimensions
Geographic Area Covered
Region(s)
StakeholdersInternal
Supervisors,Team (KAMs),Ops, Underwriting, Legal
External
Central Bank– Channel Partner
D.Key Result Areas
Partner and Client Management
Exceedingregionaltargets (NB, renewal, STP, digitisation, product mix etc)Interact with the BankRegional Officer and his / her teamto ensure alignment towards Tata AIA in life insuranceEngage withcustomers to explain the productsand promote the brandEnsure team is focused onSales and support toall branches assigned.Drive local contests and engagements to engage teamsKeep track of all contests and initiatives launched – bank, other insurers and Tata AIA LifeMaintaina strongrelationship withRegional Officer andBankBranch manager- interact with themregularly to assessbusinessstatus. Take help from them topush & motivate them to maintain productivityManaging the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel PartnerAid the bank branches to adopt new processes and technologyTeam Management
Assign target to each KAM at a branch level – NB, renewal, STP, resolutions, special projects / initiatives undertaken, product mix.Ensure team is hands on with each branch and maintains a high engagement level with each memberTeam development and trainingRetention of high performing talentKeep ZH and National Head updated about on – ground activities by Bank and competitorsCustomer service
Ensure adequate customer service – grievance redressal, claim settlement, renewal etc.E Skills Required
Technical
Good product knowledgeGoodknowledge of MS OfficeBehavioral
Essential
Desired
Interpersonal skills
Communication skills
Creative thinking skills
Supervising / Leadership skills
Teamwork Skills
Influencing skills
Relationship Building skills
Decision making skills
F Incumbent Characteristics
Essential
Desired
Qualification
Graduation
Post graduate / Insurance specific training
Experience
Should have at least 6-8years’ experience of sales with at least 2 years’experience in leading teams.
Preferably needs to havePSU Bancasalesexperiencein the insurance parlance.
8to 12lpa