Job Description
CM – Branch Banking
Incumbent
Department
Bancassurance
Function
Bancassurance Ujjivan – Branch Banking
Reporting to
Senior Regional Manager – Branch Banking
Band
4
Location
Jaipur
JOB SUMMARY:
Contribute to the development of the strategy and implementation of the Business Plan for the Bank partnership. Define directions and objectives considering both internal and external scenarios to maximize revenue and profitability from the relationship. Sustain a successful relationship with the partner, characterized by a high level of strategic alignment & tactical engagement in the life insurance business.
KEY RESPONSIBILITIES:
• Relationship Management
• Engagement with the key stakeholders of the Bank at the Regional & Cluster Level etc.. to build the business plan, key priorities and objectives of the relationship
• Create and align the Bank leadership on the annual and long term business plan, operating model
• maximize the revenue and profitability from the relationship.
• Achievement of sales and profitability plan for the relationship
• Achieving monthly, quarterly and annual sales plan
• Meeting product mix as agreed to ensure VNB targets are met
• Maintaining counter share across clusters
• Building the team and People management
• Completing the module to ensure last mile support to the relationship
• Hiring, inducting, and deploying staff at the bank branches in consultation with the Bank central teams. Hiring of supervisory staff and their enablement
DESIRED QUALIFICATIONS and EXPERIENCE:
• 5-7 years of experience in intensive Bancassurance experience
• Result Orientation, Customer Centricity, Managerial Expertise, Problem Solving, Business Acumen, Role Modelling Core Values & Execution
Measure of Success:
• Approval of the Mancom
• Marx Target vs. Ach
• Productivity Measures (Case Rate, Case Size, AFYP per FTE, Seller Activisation, Persistency etc.)
• Headcount vs. plan
• No. of training interventions vs. plan
• Counter share
Key Relationships (Internal /External)
• HR and Sales Training Team
• YBL Relationship Management
Key competencies/skills required
• Result Orientation
• Strong relationship, networking & negotiation skills
• Working with & through others
• Role Modeling Core Values
• Strategic Planning & Execution
• Strong presentation & communication skills
• In-depth understanding of the Bancassurance model
Position
CM – Branch Banking
Incumbent
Department
Bancassurance
Function
Bancassurance Ujjivan – Branch Banking
Reporting to
Senior Regional Manager – Branch Banking
Band
4
Location
Jaipur
JOB SUMMARY:
Contribute to the development of the strategy and implementation of the Business Plan for the Bank partnership. Define directions and objectives considering both internal and external scenarios to maximize revenue and profitability from the relationship. Sustain a successful relationship with the partner, characterized by a high level of strategic alignment & tactical engagement in the life insurance business.
KEY RESPONSIBILITIES:
• Relationship Management
• Engagement with the key stakeholders of the Bank at the Regional & Cluster Level etc.. to build the business plan, key priorities and objectives of the relationship
• Create and align the Bank leadership on the annual and long term business plan, operating model
• maximize the revenue and profitability from the relationship.
• Achievement of sales and profitability plan for the relationship
• Achieving monthly, quarterly and annual sales plan
• Meeting product mix as agreed to ensure VNB targets are met
• Maintaining counter share across clusters
• Building the team and People management
• Completing the module to ensure last mile support to the relationship
• Hiring, inducting, and deploying staff at the bank branches in consultation with the Bank central teams. Hiring of supervisory staff and their enablement
DESIRED QUALIFICATIONS and EXPERIENCE:
• 5-7 years of experience in intensive Bancassurance experience
• Result Orientation, Customer Centricity, Managerial Expertise, Problem Solving, Business Acumen, Role Modelling Core Values & Execution
Measure of Success:
• Approval of the Mancom
• Marx Target vs. Ach
• Productivity Measures (Case Rate, Case Size, AFYP per FTE, Seller Activisation, Persistency etc.)
• Headcount vs. plan
• No. of training interventions vs. plan
• Counter share
Key Relationships (Internal /External)
• HR and Sales Training Team
• YBL Relationship Management
Key competencies/skills required
• Result Orientation
• Strong relationship, networking & negotiation skills
• Working with & through others
• Role Modeling Core Values
• Strategic Planning & Execution
• Strong presentation & communication skills
• In-depth understanding of the Bancassurance model
Incumbent
Department
Bancassurance
Function
Bancassurance Ujjivan – Branch Banking
Reporting to
Senior Regional Manager – Branch Banking
Band
4
Location
Jaipur
JOB SUMMARY:
Contribute to the development of the strategy and implementation of the Business Plan for the Bank partnership. Define directions and objectives considering both internal and external scenarios to maximize revenue and profitability from the relationship. Sustain a successful relationship with the partner, characterized by a high level of strategic alignment & tactical engagement in the life insurance business.
KEY RESPONSIBILITIES:
• Relationship Management
• Engagement with the key stakeholders of the Bank at the Regional & Cluster Level etc.. to build the business plan, key priorities and objectives of the relationship
• Create and align the Bank leadership on the annual and long term business plan, operating model
• maximize the revenue and profitability from the relationship.
• Achievement of sales and profitability plan for the relationship
• Achieving monthly, quarterly and annual sales plan
• Meeting product mix as agreed to ensure VNB targets are met
• Maintaining counter share across clusters
• Building the team and People management
• Completing the module to ensure last mile support to the relationship
• Hiring, inducting, and deploying staff at the bank branches in consultation with the Bank central teams. Hiring of supervisory staff and their enablement
DESIRED QUALIFICATIONS and EXPERIENCE:
• 5-7 years of experience in intensive Bancassurance experience
• Result Orientation, Customer Centricity, Managerial Expertise, Problem Solving, Business Acumen, Role Modelling Core Values & Execution
Measure of Success:
• Approval of the Mancom
• Marx Target vs. Ach
• Productivity Measures (Case Rate, Case Size, AFYP per FTE, Seller Activisation, Persistency etc.)
• Headcount vs. plan
• No. of training interventions vs. plan
• Counter share
Key Relationships (Internal /External)
• HR and Sales Training Team
• YBL Relationship Management
Key competencies/skills required
• Result Orientation
• Strong relationship, networking & negotiation skills
• Working with & through others
• Role Modeling Core Values
• Strategic Planning & Execution
• Strong presentation & communication skills
• In-depth understanding of the Bancassurance model
Position
CM – Branch Banking
Incumbent
Department
Bancassurance
Function
Bancassurance Ujjivan – Branch Banking
Reporting to
Senior Regional Manager – Branch Banking
Band
4
Location
Jaipur
JOB SUMMARY:
Contribute to the development of the strategy and implementation of the Business Plan for the Bank partnership. Define directions and objectives considering both internal and external scenarios to maximize revenue and profitability from the relationship. Sustain a successful relationship with the partner, characterized by a high level of strategic alignment & tactical engagement in the life insurance business.
KEY RESPONSIBILITIES:
• Relationship Management
• Engagement with the key stakeholders of the Bank at the Regional & Cluster Level etc.. to build the business plan, key priorities and objectives of the relationship
• Create and align the Bank leadership on the annual and long term business plan, operating model
• maximize the revenue and profitability from the relationship.
• Achievement of sales and profitability plan for the relationship
• Achieving monthly, quarterly and annual sales plan
• Meeting product mix as agreed to ensure VNB targets are met
• Maintaining counter share across clusters
• Building the team and People management
• Completing the module to ensure last mile support to the relationship
• Hiring, inducting, and deploying staff at the bank branches in consultation with the Bank central teams. Hiring of supervisory staff and their enablement
DESIRED QUALIFICATIONS and EXPERIENCE:
• 5-7 years of experience in intensive Bancassurance experience
• Result Orientation, Customer Centricity, Managerial Expertise, Problem Solving, Business Acumen, Role Modelling Core Values & Execution
Measure of Success:
• Approval of the Mancom
• Marx Target vs. Ach
• Productivity Measures (Case Rate, Case Size, AFYP per FTE, Seller Activisation, Persistency etc.)
• Headcount vs. plan
• No. of training interventions vs. plan
• Counter share
Key Relationships (Internal /External)
• HR and Sales Training Team
• YBL Relationship Management
Key competencies/skills required
• Result Orientation
• Strong relationship, networking & negotiation skills
• Working with & through others
• Role Modeling Core Values
• Strategic Planning & Execution
• Strong presentation & communication skills
• In-depth understanding of the Bancassurance model
💡 Quick Summary
Seeking a career-building opportunity? The Center Manager | Branch Banking 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.
