Job Description
Job Description
JOB DESCRIPTION: REGIONAL MANAGER | 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 Officers an
• d ensure alignment on Life Insurance Business
-Visit zones and regions - interact with Zonal Officers, Regional Officers and Bank branch managers
• Guide and support team to ensure achievement of targets
• Interact with customers to explain the products and solutions
• Ensure activation, persistency & productivity is maintained.
• Ensure quality of 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)
Stakeholders Internal
Supervisors, Team (KAMs), Ops, Underwriting, Legal
External
Central Bank - Channel Partner
D.Key Result Areas
Partner and Client Management
• Exceeding regional targets (NB, renewal, STP, digitisation, product mix etc)
• Interact with the Bank Regional Officer and his/her team to ensure alignment towards Tata AIA in life insurance
• Engage with customers to explain the products and promote the brand
• 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 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 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
• 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
• F Incumbent Characteristics
Essential
Desired
Qualification
Graduation
Post graduate/Insurance specific training
Experience
Should have at least 6-8 years' experience of sales with at least 2 years' experience in leading teams.
Preferably needs to have PSU Banca sales experience in the insurance parlance.
CTC
8 to 12 lpa
JOB DESCRIPTION: REGIONAL MANAGER | 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 Officers an
• d ensure alignment on Life Insurance Business
-Visit zones and regions - interact with Zonal Officers, Regional Officers and Bank branch managers
• Guide and support team to ensure achievement of targets
• Interact with customers to explain the products and solutions
• Ensure activation, persistency & productivity is maintained.
• Ensure quality of 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)
Stakeholders Internal
Supervisors, Team (KAMs), Ops, Underwriting, Legal
External
Central Bank - Channel Partner
D.Key Result Areas
Partner and Client Management
• Exceeding regional targets (NB, renewal, STP, digitisation, product mix etc)
• Interact with the Bank Regional Officer and his/her team to ensure alignment towards Tata AIA in life insurance
• Engage with customers to explain the products and promote the brand
• 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 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 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
• 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
• F Incumbent Characteristics
Essential
Desired
Qualification
Graduation
Post graduate/Insurance specific training
Experience
Should have at least 6-8 years' experience of sales with at least 2 years' experience in leading teams.
Preferably needs to have PSU Banca sales experience in the insurance parlance.
CTC
8 to 12 lpa
💡 Quick Summary
Seeking a career-building opportunity? The Regional Manager | Central Bank Branch position is now open for candidates interested in the Bank Jobs sector. This role in Ahmedabad 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.
