KEY RESPONSIBILITIES : • Will be responsible for the Bancassurance (YBL) partnership in Jaipur. • Create and maintain engagement with regional managers /branch managers and other key Yes Bank Head Office / Management Team members • Lead a team of Sales Executives (Relationship Associates and Associate Sales Managers and Centre Managers) and monitor their input/output activity and ensure lead generation through various sources • Increasing insurance awareness and product penetration among Yes Bank's customers • Increasing insurance penetration among Yes Bank staff members • Suggest sizzlers and R&R platforms for Yes Bank's employees who provide prospect leads as well as for MAX LIFE's dedicated sales team • Suggest product synergies and capture Yes Bank's various customer touch-points for insurance sales opportunities • Provide accurate and timely competitor updates/best practices MEASURES OF SUCCESS: Business Plan:- Adj MFYP (Rs.) - Plan v/s Actual Activation Plan :- Seller Activation (%) - Plan Vs Actual Collections:- 15th month Persistency (%) - > 75% Sales process Adherence:- 1.Implementation of CRM 2.Governance Rhythm 3.Business Leakage & complaints Effective Management of People • Talent Retention - 70% • G2M2 retention - > +0%. • Engagement Score – 85% Customer centricity and satisfaction:- Effective Management of Customer As per Plan Key Relationships (Internal /External) • Distribution leaders • HR Team • Training Team • Planning & Analytics Team • Yes Bank Management & Sales Team Key competencies/skills required Relationship Management, Leading people, Effective Management of Process DESIRED QUALIFICATIONS AND EXPERIENCE: • Graduate / Post Graduate in Sales / Marketing • 12-14 yrs of overall exp. in sales with a minimum of 8-+ yrs combined work experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship
💡 Quick Summary
Seeking a career-building opportunity? The Zonal Manager 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.