Job Description
Role descriptionJOB DESCRIPTION
REGIONALMANAGER
PSU BANCASSSURANCE PARTNERSHIPA
Position OverviewPosition TitleRegional ManagerDepartmentCentral Bank of IndiaLevel
BandManagerRole Summary
Liase with Banks 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 zoneB
Organizational RelationshipsReports To Zonal ManagerSupervisesArea Managers
KAMC
Job DimensionsGeographic Area CoveredRegion
s
StakeholdersInternalSupervisors
Team
KAMs
Ops
Underwriting
LegalExternalCentral Bank
Channel PartnerD
Key Result AreasPartner 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 technologyTeam 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 competitorsCustomer service
Ensure adequate customer service
grievance redressal
claim settlement
renewal etc
E Skills RequiredTechnical
Good product knowledge
Goodknowledge of MS OfficeBehavioralEssentialDesiredInterpersonal skills
Communication skills
Creative thinking skills
Supervising
Leadership skills
Teamwork Skills
Influencing skills
Relationship Building skills
Decision making skills
F Incumbent CharacteristicsEssentialDesiredQualificationGraduationPost graduate
Insurance specific trainingExperienceShould have at least 6
8years experience of sales with at least 2 yearsexperience in leading teams
Preferably needs to havePSU Bancasalesexperiencein the insurance parlance
CTC8to 12lpa
REGIONALMANAGER
PSU BANCASSSURANCE PARTNERSHIPA
Position OverviewPosition TitleRegional ManagerDepartmentCentral Bank of IndiaLevel
BandManagerRole Summary
Liase with Banks 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 zoneB
Organizational RelationshipsReports To Zonal ManagerSupervisesArea Managers
KAMC
Job DimensionsGeographic Area CoveredRegion
s
StakeholdersInternalSupervisors
Team
KAMs
Ops
Underwriting
LegalExternalCentral Bank
Channel PartnerD
Key Result AreasPartner 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 technologyTeam 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 competitorsCustomer service
Ensure adequate customer service
grievance redressal
claim settlement
renewal etc
E Skills RequiredTechnical
Good product knowledge
Goodknowledge of MS OfficeBehavioralEssentialDesiredInterpersonal skills
Communication skills
Creative thinking skills
Supervising
Leadership skills
Teamwork Skills
Influencing skills
Relationship Building skills
Decision making skills
F Incumbent CharacteristicsEssentialDesiredQualificationGraduationPost graduate
Insurance specific trainingExperienceShould have at least 6
8years experience of sales with at least 2 yearsexperience in leading teams
Preferably needs to havePSU Bancasalesexperiencein the insurance parlance
CTC8to 12lpa
💡 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 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.
