TATA AIA

Regional Manager - Public Sector Bank
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Partner and Client Management

- Exceeding regional targets (NB, renewal, STP, digitisation, product mix etc)

- Interact with the Bank Regional Officer and his/her team to ensure alignment towards Tata AIA in life insurance

- Engage with customers to explain the products and promote the brand

- Ensure team is focused on Sales and support to all branches assigned.

- Drive local contests and engagements to engage teams

- Keep track of all contests and initiatives launched - bank, other insurers and Tata AIA Life

- Maintain a strong relationship with Regional Officer and Bank Branch manager - interact with them regularly to assess business status.

Take help from them to push & motivate them to maintain productivity

- Managing 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 Partner

- Aid the bank branches to adopt new processes and technology

Team 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 member

- Team development and training

- Retention of high performing talent

- Keep ZH and National Head updated about on - ground activities by Bank and competitors

Customer service - Ensure adequate customer service - grievance redressal, claim settlement, renewal etc.