Zone Relationship Head – Relationship TPD Indian Bank Unit
Business
Life Insurance
Location
Kollam
1. Job Purpose
To derive insurance business from assigned TPD Indian Bank channel partners, build solid relationships with Indian Bank branches, provide pre- and post-sales support, lead the sales team, and achieve consistent business growth.
2. Dimensions
• Team Size: 10–11 employees
• Annualized Premium Target: ?5–10 Crore
• Customer Complaints: Zero Indian Bank customer complaints
• Persistency: 80% Premium and 80% Policy Persistency
3. Key Challenges
• Market volatility.
• Alignment with TPD Indian Bank stakeholders.
• Balancing compliance with partner expectations.
• Sustaining business growth and service quality.
4. Principal Accountabilities
• Achieve premium and revenue targets.
• Manage relationships with Indian Bank Branch Heads.
• Drive branch activation and business development.
• Ensure sales process excellence and compliance.
• Coach branch staff and internal teams.
• Maintain product mix and business quality.
• Drive persistency and customer satisfaction.
5. Key Relationships
Internal: HR, Trainers, Support Executive, Issuance Coordinator, Client Service.
External: TPD Indian Bank Branch Heads, Branch Teams, Customers.
📌 Cluster Manager-Indian Bank-Kollam (India)
🏢 Financial services
📍 India
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