Role Summary:

- Liase with Bank's Zonal officers and ensure alignment on Life Insurance Business

- Visit zones, regions, districts and branches - interact with Zonal, Regional officers and Bank branch managers

- Guide and support team to ensure achievement of targets

- Ensure activation, persistency & productivity is maintained.

- Ensure quality of recruits hired in the team

- Maintain & drive compliance at the zone

Partner and Client Management

- Exceeding zonal targets (NB, renewal, STP, digitisation, product mix etc)

- Interact with the Bank Zonal Officer and his/her team to ensure alignment towards Tata AIA in life insurance

- Ensure team is focused on Sales and support to all branches assigned.

- Drive local contests and engagements to engage teams

- Keep track of all contests and initiatives launched - bank, other insurers and Tata AIA Life

- Maintain a strong relationship with Zonal officer, Regional Officer and Bank Branch manager - interact with them regularly to assess business status. Take help from them to push & motivate them to maintain productivity

- Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner

- Aid the bank branches to adopt new processes and technology

Team Management

- Assign target to each Regional Officer at a district level - NB, renewal, STP, resolutions, special projects/initiatives undertaken, product mix.

- Ensure team is hands on with each branch and maintains a high engagement level with each member

- Team development and training

- Retention of high performing talent

- Keep National Head updated about on - ground activities by Bank and competitors

- Coordinate with HO on various initiatives, updates, reviews, partner requirements

Customer service

Ensure adequate customer service - grievance redressal, claim settlement, renewal etc

Experience 10+ years of experience managing a PSU bank

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