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Job Description

JOB DESCRIPTION: ZONAL MANAGER

IDFC BANCASSSURANCE PARTNERSHIP

1. Position Overview

• Position Title Zonal Manager
• Department IDFC First Bank
• Level/ Band AVP / Senior Manager

Role Summary:

• Liase with Banks 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

1. Organizational Relationships

• Reports To National Head
• Supervises Cluster Managers and KAM

1. Job Dimensions

• Geographic Area Covered Zone (s)
• Stakeholders Internal Supervisors, Team (Regional officers, KAMs), Ops, Underwriting, Legal
• External IDFC First Channel Partner

1. Key Result Areas

• 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 insuranceEnsure team is focused on Sales and support to all branches assigned.Drive local contests and engagements to engage teamsKeep track of all contests and initiatives launched bank, other insurers and Tata AIA LifeMaintain 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 productivityManaging 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 PartnerAid 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 memberTeam development and training Retention of high performing talentKeep National Head updated about on ground activities by Bank and competitorsCoordinate with HO on various initiatives, updates, reviews, partner requirements
• Customer service Ensure adequate customer service grievance redressal, claim settlement, renewal etc.

E Skills Required

• Technical Good product knowledge Good knowledge of MS Office
• Behavioral
• Essential Desired
• Interpersonal skills
• Communication skills
• Creative thinking skills
• Supervising / Leadership skills
• Teamwork Skills
• Influencing skills
• Relationship Building skills
• Decision making skills

F Incumbent Characteristics

• Essential Desired
• Qualification Graduation Post graduate/Insurance specific training
• Experience Should have at least 12 to 15 years experience of sales with at least 5 years experience in leading teams. Needs to have rural Banca sales experience in the insurance parlance.

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