Job Description
Job description
Regional Banca Manager (Direct Sales)
The role is to lead Bank Sales team to drive Insurance sales and Insurance RM provided by the Insurance partner and run region as profit center head and deliver top line, Income line and productivity. Primary responsibility will be to actively promote and sell life insurance policies directly to customers and will guide team in generating leads, reaching out to prospects, conducting product presentations, and guiding clients through the application and underwriting process.
Financial Responsibility:
- Ensuring resource optimization and productivity delivery from each sales unit and achieve business numbers.
- Actively engaging with Bank's sales & Service team and plan lead generation campaigns.
- Actively hire and train and engage with Insurance team provided by the Insurance partner to plan lead generation activity, Self-Lead generated business, Joint Activity , Self-sales closer
- Update to management on competition practices and business progress
- Ensuring efficiency at all levels from lead generation, appointment to policy conversion.
- Ensure the availability of planed manpower @ 100% in coordination with Insurance partners
- Attend Joint calls with new employees, periodic performance reviews to identify Improvement areas.
Typical Targets and Measures:
- Daily monitoring with all Teams about yesterday's performance & today's targets.
- To organize meeting of Employees with concerned location heads (every month)- Monthly Reviews
- Adhering to SMP and daily monitoring matrix
- Specified Person certification as per role
- Specified person productivity
No adverse feedback from stakeholders:
- Positive feedback from 'customers'
- Timely response to internal and external queries.
- Understands own role and how it relates to team and the outcome of any endeavour.
Leadership & Teamwork:
- Builds and leverage relationships to get work done, required to be an effective communicator and come across as easily approachable to the business, which are critical attributes for a control function.
Operational Effectiveness & Control:
- Ensure efficient operating model within the team with job responsibilities clearly defined and activities allocated amongst staff based upon their core areas of expertise and experience
- Keeping track of performance needs and identifying training needs
- Releasing report & providing feedback
- Foster a compliance culture and implement the Compliance Policy by managing compliance risk and optimising relations with regulators
Qualifications : 5 to 10 yrs year of experience in relative field with MBA
Functional Competencies: Must have handled direct sales with basic skill in Excel & PPT , MS office
Regional Banca Manager (Direct Sales)
The role is to lead Bank Sales team to drive Insurance sales and Insurance RM provided by the Insurance partner and run region as profit center head and deliver top line, Income line and productivity. Primary responsibility will be to actively promote and sell life insurance policies directly to customers and will guide team in generating leads, reaching out to prospects, conducting product presentations, and guiding clients through the application and underwriting process.
Financial Responsibility:
- Ensuring resource optimization and productivity delivery from each sales unit and achieve business numbers.
- Actively engaging with Bank's sales & Service team and plan lead generation campaigns.
- Actively hire and train and engage with Insurance team provided by the Insurance partner to plan lead generation activity, Self-Lead generated business, Joint Activity , Self-sales closer
- Update to management on competition practices and business progress
- Ensuring efficiency at all levels from lead generation, appointment to policy conversion.
- Ensure the availability of planed manpower @ 100% in coordination with Insurance partners
- Attend Joint calls with new employees, periodic performance reviews to identify Improvement areas.
Typical Targets and Measures:
- Daily monitoring with all Teams about yesterday's performance & today's targets.
- To organize meeting of Employees with concerned location heads (every month)- Monthly Reviews
- Adhering to SMP and daily monitoring matrix
- Specified Person certification as per role
- Specified person productivity
No adverse feedback from stakeholders:
- Positive feedback from 'customers'
- Timely response to internal and external queries.
- Understands own role and how it relates to team and the outcome of any endeavour.
Leadership & Teamwork:
- Builds and leverage relationships to get work done, required to be an effective communicator and come across as easily approachable to the business, which are critical attributes for a control function.
Operational Effectiveness & Control:
- Ensure efficient operating model within the team with job responsibilities clearly defined and activities allocated amongst staff based upon their core areas of expertise and experience
- Keeping track of performance needs and identifying training needs
- Releasing report & providing feedback
- Foster a compliance culture and implement the Compliance Policy by managing compliance risk and optimising relations with regulators
Qualifications : 5 to 10 yrs year of experience in relative field with MBA
Functional Competencies: Must have handled direct sales with basic skill in Excel & PPT , MS office
💡 Quick Summary
Seeking a career-building opportunity? The AU Small Finance Bank - Regional Banca Manager - Direct Sales position is now open for candidates interested in the Bank Jobs sector. This role in Jaipur offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
