Role & responsibilities Position Title: Area Head Karnataka Bank

Department: Bancassurance / Partnership Distribution

Location: Chennai

Reporting To: Zonal Head / Regional Head – Bancassurance

Role Overview

The Area Head – Bancassurance will be responsible for driving business

growth through bancassurance channel partners across assigned

branches/territories. The role requires solid relationship management with

partner bank branches, sales leadership, and team management to achieve

revenue, productivity, and customer satisfaction goals.

Key Responsibilities

•

Business Development & Sales

•
Drive insurance sales through partner bank branches within the

assigned area.
Achieve business targets (premium, revenue, product mix,

persistency) as per company objectives.
Identify cross-sell and upsell opportunities to maximize wallet

share.

•

Relationship Management

•
Build and nurture solid relationships with bank branch

managers, cluster heads, and staff.
Ensure alignment between bank stakeholders and company

objectives.




Conduct regular joint business reviews with bank leadership.

•

Team Leadership

•
Lead, mentor, and motivate a team of Relationship

Managers/Partner Support staff.
Provide training, coaching, and performance feedback to

improve productivity.
Ensure effective deployment of manpower across branches.

•

Operational Excellence

•
Monitor and ensure compliance with regulatory guidelines and

internal processes.
Ensure accurate documentation, policy issuance, and timely

service delivery.
Drive initiatives to improve customer satisfaction and claims

experience.

•

Market Intelligence & Strategy

•
Track competitor activities and market trends to identify

business opportunities.
Work closely with zonal/regional teams to design and implement

area-level strategies.

Key Performance Indicators (KPIs)

• Achievement of monthly/quarterly sales & revenue targets.

• Productivity per branch and per Relationship

📌 Relationship Manager Guntur (India)
🏢 Bharti AXA Life Insurance
📍 India