Manager - Program Management - Federal Bank

3 weeks ago


Ernakulam, India Tata AIA Life Insurance Full time

JobDescription

A Position Overview

Position Title

Program Manager

Department

Partnership Distribution – Federal Banca

Level / Band

401/M

B OrganizationalRelationships

Reports To

Relationship Head – Federal

Supervises

None

C Job Dimensions

Geographic Area Covered

National

Stakeholders Internal

All functions including Sales and Operations. . Operations, IT, Finance, HR, L&C, Investments, DE, DMG, Training among others

External

Channel Partner, Vendor, Agencies

D Key Result Areas

Strategic Business Development

·To closely work with the channel head to design business strategies and initiatives that will lead to improvement of sales performance in the channel.

·Responsible for designing, developing and implementation of initiatives that improve productivity, efficiency and service levels

·Manage governance framework

·Handling ongoing channel requirements for partner & Tata AIA Life Sales Team for . Analytics, Dashboards, MIS, Perks & Wallet, LMS, Branch Activity Manual, R & R etc.

Business Development

·To develop, agree and implement short term and long term plans to achieve sales volumes and desired product mix as set out in the business plans and financial models of the assigned Channel

·Closely monitor the productivity indicators showcased in MIS reports and influence bank partner (Channel Head) to take corrective actions whenever required to reduce anticipatory business impact

·Achieve pre-set business targets on ANP, case count, active sales staff and various KPIs for designated channels

·To Plan training requirements

Ensure compliance

·Ensure compliance to internal sales process & other compliance standards

· Should be process & product champion to ensures adherence to policies and procedures to cultivate a compliance culture in the team

MIS & Reporting

·Maintain required trackers & reports to be submitted to various stakeholders

·Conducts Business Analytics and take corrective measures

Operations Management

·To get complete understanding of channel’s day to day operational activities

·Identify and help implement improvement initiatives to streamline operational processes

·Working closely with Business Head/Sales Head in providing excellent and differentiated customer service

·Keep all operational guidelines updated and ensure adherence to standards, procedures and also identify risk mitigates wherever there is a control issue

Project Management

·Techno Managerial skills to drive multiple projects, upgrades and improvement projects from inception to completion

·Excellence in Solution design, solution architecture, implementation strategy for complex web applications and enterprise software

·Sound business process knowledge with effective management skills and strong technical knowledge. Very successful in the design of efficient, effective and innovative solutions.

·Extensively worked with Business users and system Analysts, Developers, Testers, and Managers for gathering Business requirements, BRD, Blue print documents, Functional Specification document reviews during design sessions to clearly translate business Priorities and objectivities.

·Perform risk management to minimize project risks

·Establish and maintain relationships with third parties/vendors

·Create and maintain comprehensive project documentation

·Influence and mobilize key stakeholders across departments for accomplishing key deliverables of the Project

·Study the impact of prevailing / evolving regulations and guidelines and application of the same for facilitating compliant partnerships

Relationship Management

·Develops networks and builds alliances with wide range of stakeholders to facilitate “win-win” situations

· Leveraging existing relationships well and is mature in creating strong personal rapport and build long lasting relationship

E SkillsRequired

Technical

·Experience of working in a bancassurance distribution environment either in a bank or in an insurance company in the product / strategy team

·Experience of planning and managing multiple projects aligning business goals with technology solutions to drive process improvements, competitive advantage and bottom-line gains.

·Knowledge of developing and administering resource plans and budgets including data analytics concepts

·Product/Subject matter expertise including partnership distribution / bancassurance regulation understanding

·Ability to lead discussions with business and operations teams and convince leaderships to execute process improvement projects Excellent team work skills and capability to work across multiple projects simultaneously with ability to work well under pressure, aggressive timelines

·Organizational skills including self management, problem solving skills, peer level co-ordination and ability to deliver a high volume of quality work

·Creative skills for contributing new an



  • ernakulam, India Tata AIA Life Insurance Full time

    JobDescription A Position Overview Position Title Program Manager Department Partnership Distribution – Federal Banca Level / Band 401/M B OrganizationalRelationships Reports To Relationship Head – Federal Supervises None C Job Dimensions Geographic Area Covered National ...

  • Key Account Manager

    3 weeks ago


    Ernakulam, India Tata AIA Life Insurance Full time

    JOBDESCRIPTION A Position Overview Position Title Key Account Manager Department Federal Bank Level/ Band Executive/209 Role Summary: Providesupport in Sales of Life Insurance business through bank customers at bankbranches across assigned locations B OrganizationalRelationships Reports To Cluster sales Manager ...

  • MIS Executive

    2 months ago


    Ernakulam, India Tata AIA Life Insurance Full time

    A Position Overview Position Title MIS Executive Department Federal Bank Level/ Band Executive Role Summary: Executive MIS & Sales Coordinator: Federal Bank. B Organizational Relationships Reports To Senior Manager / AVP Supervises Individual contributor C Job Dimensions Geographic Area Covered Pan - India....

  • MIS Executive

    3 weeks ago


    Ernakulam, India Tata AIA Life Insurance Full time

    A Position Overview Position Title MIS Executive Department Federal Bank Level/ Band Executive Role Summary: Executive MIS & Sales Coordinator: Federal Bank. B Organizational Relationships Reports To Senior Manager / AVP Supervises Individual contributor C Job Dimensions Geographic Area Covered Pan - India....

  • Zonal Head

    2 months ago


    ernakulam, India Tata AIA Life Insurance Full time

    A PositionOverview Position Title Zonal Sales Manager – State Head Department HDFC Bank –Branch Banking Level/ Band AVP Role Summary: To manage sales and business objective of the zone/ cluster, meeting or exceeding key targets To ensure achievement of sales targets, optimal market coverage, realize any market...

  • Zonal Head

    2 months ago


    Ernakulam, India Tata AIA Life Insurance Full time

    A PositionOverview Position Title Zonal Sales Manager – State Head Department HDFC Bank –Branch Banking Level/ Band AVP Role Summary: To manage sales and business objective of the zone/ cluster, meeting or exceeding key targets To ensure achievement of sales targets, optimal market coverage, realize any market segment...

  • Regional Sales Manager

    2 months ago


    ernakulam, India Tata AIA Life Insurance Full time

    Job Description A PositionOverview Position Title Regional Sales Manager Department Partnership Distribution Level/ Band SM /501 Role Summary: The Jobholder will need to engage with internal sales team along with the ChannelPartner to exhibit leadership to drive Insurance Sales through a combination ofcoaching,...


  • Ernakulam, India Standard Chartered Bank Full time

    Role Responsibilities Business Drivers Achieve personal sales target Segment focus, customer focussed needs-based selling Being a NR Acquisition Manager, focus has to be on acquiring new HVS customer relationship and fulfilling needs with respect to, Liabilities, Insurance and Investment for such customers as mandated by the Bank. It will also be...


  • ernakulam, India Standard Chartered Bank Full time

    Role Responsibilities Business Drivers Achieve personal sales target Segment focus, customer focussed needs-based selling Being a NR Acquisition Manager, focus has to be on acquiring new HVS customer relationship and fulfilling needs with respect to, Liabilities, Insurance and Investment for such customers as mandated by the Bank. It will...

  • Banking Officer

    3 weeks ago


    Ernakulam, India QUADRANT Full time

    WE ARE HIRING FOR A LEADING PRIVATE BANK IN INDIA Designation : RELATIONSHIP MANAGER ( CASA ) Acquisition of High End Current / Savings Accounts through open market along with cross selling of other products of the Bank. 2-3 years of experience in Current account acquisition is mandatory. Must possess good knowledge of commercial catchments and business...


  • Ernakulam, India Advenxa Pvt.Ltd Full time

    **Hiring Sales Officer (Inside Sales)** - Industry: BANK - Experience: Fresher/Experienced - Salary: ₹16,000/- to ₹22,000 per month + Incentives - Location: Ernakulam, Kochi. - Qualification :Degree (mandatory) **Requirements**: 2. Should have (i) Pan Card ,(ii) Aadhar card, (iii) Degree certificate 3. Strong in verbal communication skills along with...


  • Ernakulam, India CSB Bank Full time

    AM - Liability Sales (Location : Ernakul...MFT10127 - Retail BankingDjm Building -Ernakulam - Required Experience - 1 - 5 Years -Posted On - 17 Nov 2023 Basic Section No. Of Openings - 10 - Grade - NA1 - Designation - Others - Closing Date - 01 Mar 2024 - Organisational Organisation - CSB Bank - Organization Unit - Retail & SME (Business And Risk),...


  • Ernakulam, India Talent Mind Consultancy Full time

    We are hiring position: International Student Advisor Experience: 0-4 years Location: Ernakulam **International Student Advisor Responsibilities and Duties** - Prepare documents for all intensive English programs and ensure compliance to all federal policies and regulations. - Provide assistance to all international students for all visa related issues...

  • Accounting Associate

    2 months ago


    Ernakulam, India Redux Full time

    Job DescriptionConduct daily, weekly, and monthly reconciliations of bank accounts, alongside reviewing and analysing financial transactions to guarantee their precise recording in the company's accounting system. Investigate and resolve any disparities between the company's records and bank statements, while effectively communicating with bank...

  • Accounting Associate

    2 months ago


    Ernakulam, India Redux Full time

    Conduct daily, weekly, and monthly reconciliations of bank accounts, alongside reviewing and analysing financial transactions to guarantee their precise recording in the company's accounting system. Investigate and resolve any disparities between the company's records and bank statements, while effectively communicating with bank representatives or...

  • Personal Banker

    3 weeks ago


    Ernakulam, India DBS Bank Full time

    Key Accountability: The key accountability of the Sales Officer is to acquire new clients around the branch catchment area, build relationship, build Liability Book & generate revenue through cross sell of various banking products. Job Duties and Responsibilities: - Acquiring new accounts (Current and Savings) from branch catchment area - Quality sourcing...

  • Account Officer

    2 weeks ago


    Ernakulam, India Southern Green Farming and Marketing Multistate Co-Operative Society Limited Full time

    Should have experience of 5 yrs in accountS. - Perform monthly, quarterly and annual accounting activities including reconciliations of bank and credit card accounts, coordination and completion of annual audits, and reviewing financial reports/support as necessary - Analyze and report on financial status including income statement variances, communicating...

  • Relationship Manager

    2 months ago


    ernakulam, India JOBS n TA HR Services Full time

    As a Bancassurance Health Insurance Relationship Manager for Niva Bupa, you will be responsible for managing relationships with clients acquired through the bancassurance channel for health insurance products. Your primary objective will be to promote Niva Bupa health insurance offerings through bank partnerships and ensure customer satisfaction, retention,...

  • Account Executive

    2 months ago


    Ernakulam, India KR Consultancy Full time

    Leading Hotel industry looking for Account Executive salary :As per the experience Immediate joining Location :Ernakulam - Performs general cost accounting and other related duties in the accounting department. - Prepares periodic (monthly) balance sheets, income statements, and profit and loss statements. - Maintains the general ledger. - Codes invoices,...

  • Relationship Mgr

    2 months ago


    Ernakulam, India Standard Chartered Bank Full time

    RESPONSIBILITIES Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Manage the portfolio to de-risk against attrition and achieve stability of book. Have complete knowledge of...