Zonal Sales Manager - Branch Banking - IDFC First Bank

Tata AIA Life Insurance

Website: tataaia.com
Job details:

Role description

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives.

We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a 'Great Place to Work' and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, 'People - Our Core,' emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and   develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion.

Fuel your future with us, find your wings, and S.O.A.R. – Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth.

1. Position Overview

Position Title

Zonal Sales Manager - Branch Banking - IDFC First Bank

Department

IDFC First Bank Channel

Level/ Band

Sr. Manager / 501

 

Role Summary:

The Job holder will need to engage with internal sales team along with the Channel Partner to exhibit leadership to drive Insurance Sales through a combination of coaching, training, field sales support and business development activities

• Liase with Bank’s Regional officers and Zonal Officers and ensure alignment on Life Insurance Business


• Visit zones and regions - interact with Zonal Officers, Cluster Officers and Bank branch managers


• Guide and support team to ensure achievement of targets


• Interact with customers to explain the products and solutions


• Ensure activation, persistency & productivity is maintained.


• Ensure quality of recruits hired in the team


• Maintain & drive compliance at the zone

 

1. Organizational Relationships

Reports To

Zonal Head

Supervises

CSM/KAMs/RMs

 

 

 

1. Job Dimensions

Geographic Area Covered

Zonal/ Region Level Urban / Rural

Stakeholders Internal

Supervisors, Training, Channel Marketing, Branch Operations, Product Management, Distribution Operations,

Stakeholders External

IDFC First Bank – Channel Partner

 

1. Key Result Areas

Partner and Client Management

 

·       Delivery of a profitable & sustainable business model

·       The role holder should have the ability to set goals, efficiently organize work processes and create/execute plans aligned with choice priorities

·       to plan proactively, establish key priorities, allocates resources efficiently,

·       Implements and monitor plans constantly to track progress and makes adjustment basis need to accomplish desired goals.

·       Establishes a systematic course of action for self and others.

·       To be able to multitask and balance competing priorities effectively, understands the value of time and can get more done in less time than others, is able to do significant value addition in driving organization goals

Team Management

·       Act as a mentor and coach for the leaders in supervisory roles CSM/KAMs

·       Monitor and review their performance

·       Lead by example in all spheres and direction setting

·       Review and track the growth of managers to ensure that they achieve their individual budget

·       Maintain utmost levels of responsiveness to requirements from the Channel Head

·       To develop and operate cost effective yet motivating reward and remuneration structures for sales personnel

·       To ensure high levels of retention, productivity and persistency

·       Build team spirit and commonality of goal for enhancing sales

·       Liaise with colleagues across the country to impact best practices

Customer service

·   Ensure adequate customer service – grievance redressal, claim settlement, renewal etc.

 

1. Skills Required

Technical

·       Product/Subject matter expertise

·       Team Management skills

Behavioral

 

 

 

Essential

Desired

Interpersonal skills

·        

 

Communication skills

·        

 

Creative thinking skills

·        

 

Supervising / Leadership skills

·        

 

Teamwork Skills

·        

 

Influencing skills

·        

 

Relationship Building skills

·        

 

Decision making skills

·        

 

 

 

 

 

1. Incumbent Characteristics

 

Essential

Desired

Qualification

PG/ MBA

Postgraduate/Insurance specific training

Experience

12 - 15 years

 

 

 

Disclaimer:
Tata AIA Life Insurance does not charge any fees from candidates during the hiring process. Verify job offers through official Tata AIA communication channels to avoid fraud. The job description is the sole property of Tata AIA Life Insurance. The content of this JD is confidential, and unauthorized changes or reproduction are forbidden. To know more about Tata AIA Life, click on the weblink: 

 

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