JOB DESCRIPTION: REGIONAL MANAGER | PSU BANCASSSURANCE PARTNERSHIP

A.Position 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

B.Organizational Relationships

Reports To

Zonal Manager

Supervises

Area Managers/KAM

C.Job Dimensions

Geographic Area Covered

Region(s)

Stakeholders Internal

Supervisors, Team (KAMs), Ops, Underwriting, Legal

External

Central Bank – Channel Partner

D.Key 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 robust 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 –

📌 Regional Manager (Indore)
🏢 TATA AIA LIFE INSURANCE
📍 Indore