Department: Bancassurance - AU Bank

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 robust 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 strong 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 Manager.
- Quality metrics - Persistency, claims ratio, compliance adherence.
- Partner satisfaction score.
- Employee engagement and retention in the assigned area.

Qualifications & Experience

- Graduate/MBA with 7-12 years of experience in sales/distribution, preferably in Bancassurance, Banking, or Insurance.
- Proven track record of managing multi-branch/channel sales.
- Strong stakeholder management and relationship-building skills.
- Excellent leadership, communication, and analytical abilities.

Skills & Competencies

- Business acumen with ability to drive sales growth.
- People management and coaching skills.
- Strong interpersonal and negotiation skills.
- Customer-centric mindset with problem-solving ability.
- High result orientation and resilience under pressure.

Interested candidates please share your profile on below ID : [email protected]

Regards,

Human Resources.

📌 Area Head - Bancassurance - AU Bank (Mumbai)
🏢 Bharti AXA Life Insurance
📍 Mumbai