Job Description
JOB DESCRIPTION: REGIONAL MANAGER | PSU BANCASSSURANCE PARTNERSHIP
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
Relationships
Reports To
Zonal Manager
Supervises
Area Managers/KAM
Dimensions
Geographic Area Covered
Region(s)
Stakeholders Internal
Supervisors, Team (KAMs), Ops, Underwriting, Legal
External
Central Bank - Channel Partner
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
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
Relationships
Reports To
Zonal Manager
Supervises
Area Managers/KAM
Dimensions
Geographic Area Covered
Region(s)
Stakeholders Internal
Supervisors, Team (KAMs), Ops, Underwriting, Legal
External
Central Bank - Channel Partner
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 Banking position is now open for candidates interested in the Bank Jobs sector. This role in Bongaigaon 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.
