Role & responsibilities

Strategy Planning & Implementation
- Assist the Regional Manager / Zonal Manager (ZM) in formulation and implementation of the regional distribution strategy for the Bancassurance channel as per the corporate guidelines.
- Support the ZM in the preparation of the sales forecast and estimation of sales target for the identified bank branches in the region
- Provide specific targets to Team in line with the allocated territory targets and overall budget for the Bancassurance channel in the region in respect of all the *Key Result Areas* and *special projects* undertaken for the financial year
- Ensure that high net worth individuals and group business clients are provided with suitable insurance policies and effective costumer service.

Achievement of Target
- Responsible for achievement of the Area sales target through monitoring of achievement of territory targets by Territory Manager he and their teams of FLS.




- Responsible for achievement of targets in respect of the other *Key Result Areas* as well as for implementation of the *special projects* undertaken and their outcomes.
- Build and sustain relationships with channel partners (i.e. banks) - the Zonal Heads/ Regional Heads/ Principal Marketing Officers/Heads of Marketing/other Marketing Officials/ key Branch Managers.
- Review the effectiveness of the Area distribution strategy on a periodic basis and report the same to the ZM.
- Responsible for management of the manpower resources and enlisting support from the Regional Head as well as HR for maintaining requisite numbers at all times to prevent any business loss.

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- Identifying the gaps in mapping of specified persons in the distributors branch clusters and converting as many bank officials to become specified persons with a goal of having At least ONE Specified Person per Branch;

Sales Promotion & Product Interface
- Provide inputs on design of various sales promotion schemes as part of the regional distribution campaign to the

📌 Area Manager (Bareilly)
🏢 Star Union Dai ichi Life Insurance (SUD Life)
📍 Bareilly