Zonal Sales Head

2 days ago

Pune, India Tata AIA Life Insurance Full time

Job description

A. Position Overview

Position Title

Zonal Sales Manager

Department

Central Bank of India

Level/ Band

AVP / Senior Manager

Role Summary :

-Liaise with Bank’s Regional officers and Zonal Officers and ensure alignment on Life Insurance Business

-Visit zones and regions - interact with Zonal Officers, Regional Officers and Bank branch managers

-Guide and support team to ensure achievement of targets

-Interact with customers to explain the products and solutions

-Ensure activation, persistency & productivity is maintained.

-Ensure quality of recruits hired in the team

-Maintain & drive compliance at the zone

B. Organizational Relationships

Reports To

National Head

Supervises

Regional Managers, Area Managers and KAM

Job Dimensions

Geographic Area Covered

Zone (s)

Stakeholders Internal

Supervisors, Team (Regional officers, KAMs), Ops, Underwriting, Legal

Stakeholders External

Central Bank – Channel Partner

C. Key Result Areas

Partner and Client Management

·Exceeding zonal targets (NB, renewal, STP, digitization, product mix

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

·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 Zonal officer, 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

Ensure sales targets assigned are met on every parameter

·Assign target to each Regional Officer at a district 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 National Head updated about on – ground activities by Bank and competitors

·Coordinate with HO on various initiatives, updates, reviews, partner requirements

Customer service

·Ensure adequate customer service – grievance redressal, claim settlement, renewal etc.

D. Skills Required

Technical

·Good product knowledge

·Working knowledge of MS Office

Behavioral

Essential

Desired

Interpersonal skills

·

Communication skills

·

Creative thinking skills

·

Supervising / Leadership skills

·

Teamwork Skills

·

Influencing skills

·

Relationship Building skills

·

Decision making skills

·

E. Incumbent Characteristics

Essential

Desired

Qualification

Graduation

Postgraduate/Insurance specific training

Experience

Should have at least 12-15 years’ experience of sales with at least 1 years’ experience in leading teams.

Preferably needs to have PSU Banca sales experience in the insurance parlance.

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