Job Description

Job Title: Senior Regional Manager

Location: Delhi

Department: Strategic Alliances

Function: Catholic Syrian Bank

Reporting to: NRM & VP - CSB

Band: 4B

Job Summary

Senior Regional Manager is a senior leadership role managing the Strategic partnership with banks within the designated region and responsible for overseeing the sales, operations, and performance. This position involves managing a team of sales agents, cluster managers, and support staff, ensuring the achievement of sales targets, operational efficiency, and high levels of customer satisfaction. The Senior Regional Manager will be responsible for driving growth, expanding market share, and maintaining strong relationships with clients, partners, and stakeholders within the region.

Additionally, the candidate will suggest product synergies and identify various customer touch-points within Yes Bank for insurance sales opportunities. They will provide accurate and timely updates on competitors and best practices.

Key Responsibilities

- Will be responsible for the Bancassurance partnership.
- Create and maintain engagement with regional Managers / Branch Managers and other key Bank s Head Office / Management Team members
- Lead a team of Sales Executives (Relationship Associates and Associate Sales Managers and Centre Managers) and monitor their input/output activity and ensure lead generation through various sources.
- Increasing insurance awareness and product penetration among Bank s customers.
- Increasing insurance penetration among Bank staff members




- Sugges t sizzlers and R&R; platforms for Bank s employees who provide prospect leads as well as for Axis Max Life s dedicated sales team.
- Suggest product synergies and capture Bank s various customer touch-points for insurance sales opportunities. Provide accurate and timely competitor updates/best practices

Key Skills

- Relationship Management
- Leading People
- Process Adherence

Measures of Success

- Business Plan: Adjusted MFYP (Rs.) - Plan v/s Actual
- Activation Plan: Seller Activation (%) - Plan Vs Actual
- Collections: 15th month Persistency (%) - >75%
- Sales process Adherence: 1. Implementation of CRM 2. Governance Rhythm 3. Business Leakage & complaints
- Effective Management of People: 1. Talent Retention - 70% 2. G2V2 retention - >90%. 3. Engagement Score - 85%
- Customer centricity and satisfaction: Effective Management of Customer as per Plan
- Key Relationships (Internal /External): 1. Distribution leadeHR Team 3. Training Team 4. Planning & Analytics Team 5. CSB Bank Management & Sales Team

Desired qualification and experience

- Graduate/ Post Graduate in any discipline
- Valuable communication skills - English & Zonal language (preferred)
- Age group: 35-45 years
- Preferably has own conveyance
- Must have 10-12 years of overall exp. in sales with a minimum of 6 to 8 years combined work experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Senior Regional Manager (Mumbai)
🏢 Axis Max Life Insurance
📍 Mumbai