Cluster Sales Manager

Found in: Whatjobs IN C2 - 3 weeks ago

noida, India Tata AIA Life Insurance Full time

JOB DESCRIPTION: ZONAL MANAGER

IDFC BANCASSSURANCE PARTNERSHIP

A. Position Overview

Position Title

Zonal Manager

Department

IDFC First Bank

Level/ Band

AVP / Senior Manager

Role Summary :

-Liase with Bank’sZonal officers and ensure alignment on Life Insurance Business

-Visit zones, regions,districts and branches - interact with Zonal, Regional officers and Bank branchmanagers

-Guide and supportteam to ensure achievement of targets

-Ensure activation,persistency & productivity is maintained.

-Ensure quality ofrecruits hired in the team

-Maintain &drive compliance at the zone

B. Organizational Relationships

Reports To

National Head

Supervises

Cluster Managers and KAM

C. Job Dimensions

Geographic Area Covered

Zone (s)

Stakeholders Internal

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

External

IDFC First – Channel Partner

D. Key Result Areas

Partner and Client Management

·Exceeding zonal targets (NB, renewal, STP, digitisation, product mix etc)

·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

Team Management

·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.

E Skills Required

Technical

·Good product knowledge

·Good 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

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