Executive Relationship Manager

5 months ago

Pune, India Tata AIA Life Insurance Full time

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 insurance

·Engage withcustomers to explain the productsand promote the brand

·Ensure team is focused onSales and support toall 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

·Maintaina strongrelationship withRegional Officer andBankBranch manager- interact with themregularly to assessbusinessstatus. Take help from them topush & 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.

E Skills Required

Technical

·Good product knowledge

·Goodknowledge 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

·

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.

CTC

8to 12lpa

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