08 Oct
TATA AIA LIFE INSURANCE
Kolkata
JOB DESCRIPTION: ZONAL MANAGER
IDFC BANCASSSURANCE PARTNERSHIP
A. Position Overview
Position Title
Zonal Manager
Department
IDFC First Bank
Level/ Band
AVP / Senior Manager
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
B. Organizational Relationships
Reports To
National Head
Supervises
Cluster Managers and KAM
C. Job Dimensions
Geographic Area Covered
Zone (s)
Stakeholders Internal
Supervisors, Team (Regional officers, KAMs), Ops, Underwriting, Legal
External
IDFC First – Channel Partner
D. 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 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.
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