Career Opportunities

PositionZonal Head - Bancassurance (Yes Bank) – Branch Banking

No. of Positions

1DepartmentBancassuranceFunctionBancassurance YBL - SalesReporting toVP - BancassuranceBand3LocationMumbai KEY RESPONSIBILITIES:

- Will be responsible for the Bancassurance (YBL) partnership in Mumbai.

- Create and maintain engagement with regional managers /branch managers and other key Yes Bank 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 Yes Bank’s customers

· Increasing insurance penetration among Yes Bank staff members

· Suggest sizzlers and R&R; platforms for Yes Bank’s employees who provide prospect leads as well as for MAX LIFE’s dedicated sales team

· Suggest product synergies and capture Yes Bank’s various customer touch-points for insurance sales opportunities

· Provide accurate and timely competitor updates/best practices

MEASURES OF SUCCESS:

Business Plan:-





Adj 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

- Talent Retention - 70%
- G2M2 retention - >90%.
- Engagement Score – 85%

Customer centricity and satisfaction:-

Effective Management of Customer

As per Plan

Key Relationships (Internal /External)

- Distribution leaders
- HR Team
- Training Team
- Planning & Analytics Team
- Yes Bank Management & Sales Team

Key competencies/skills required

Relationship Management, Leading people, Effective Management of Process

DESIRED QUALIFICATIONS AND EXPERIENCE:

· Graduate / Post Graduate in Sales / Marketing

· 12-14 yrs of overall exp. in sales with a minimum of 8-9 yrs combined work experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship.

📌 Zonal Head - Branch Banking (Maharashtra)
🏢 Axis Max Life Insurance
📍 Maharashtra