Title: Chief Manager

Role: Regional Persistency Manager

Department: Business Retention

Experience : 6 years +

Work Location: Residency Road, Bengaluru

Education: Post Graduate

Job Responsibility-

· Responsible for ensuring regions performance on Key Parameters…Persistency i.e. Renewal Collection, Retention and Supporting Processes.

· Responsible for overseeing and managing the Sales, Operations and Admin support team in the region to deliver desired targets.

· Conduct field visits for Customer Retention, to close queries and complaints at satisfactory.

· Sales and Distribution meets.

· Regional managers act as a vital link between a HO and branches, ensuring effective actions on strategies and collaboration across the functions.

· To provide support and guidance to branch - Sales and Operations, fostering a positive and productive work setting.

· To monitor and analyze regions Persistency and Retention data, identify areas for improvement,



and take corrective actions to address challenges and opportunities.

· Regional managers are responsible for the day-to-day operations of their assigned region, including managing employees, ensuring compliance with company policies, and monitoring performance metrics.

Job Specification-

· 5 years’ experience in Financial Services, Insurance / Banking Operations, Service or Collections.

· In-depth understanding of Insurance and Banking domain & processes.

· Ability to negotiate with customers and resolve disputes.

· Strong analytical skills to interpret data, trends and to develop effective strategies.

· Good knowledge of Advance Excel, PPT, knowledge of Analytical tools & MS Office.

· Willingness to travel in the regional branches, partner & vendor offices.

· Well versed with the local Language & English is mandatory.

📌 Regional Persistency Manager (Gurugram)
🏢 Kotak Life
📍 Gurugram