Zonal Head - Urban Banking - IDFC First Bank

Zonal Head - Urban Banking - IDFC First Bank

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>> JOB DESCRIPTION: ZONAL MANAGER
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>> IDFC BANCASSSURANCE PARTNERSHIP
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>> A. Position Overview
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>> Position Title
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>> Zonal Manager
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>> Department
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>> IDFC First Bank
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>> Level/ Band
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>> AVP / Senior Manager
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>> Role Summary :
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>> -Liase with Bank’s Zonal officers and ensure alignment on Life Insurance Business
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>> -Visit zones, regions, districts and branches - interact with Zonal, Regional officers and Bank branch managers
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>> -Guide and support team to ensure achievement of targets
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>> -Ensure activation, persistency & productivity is maintained.
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>> -Ensure quality of recruits hired in the team
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>> -Maintain & drive compliance at the zone
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>> B.





Organizational Relationships
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>> Reports To
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>> National Head
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>> Supervises
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>> Cluster Managers and KAM
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>> C. Job Dimensions
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>> Geographic Area Covered
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>> Zone (s)
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>> Stakeholders Internal
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>> Supervisors, Team (Regional officers, KAMs), Ops, Underwriting, Legal
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>> External
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>> IDFC First – Channel Partner
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>> D. Key Result Areas
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>> Partner and Client Management
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>> ·Exceeding zonal targets (NB, renewal, STP, digitisation, product mix etc)
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>> ·Interact with the Bank Zonal Officer and his/her team to ensure alignment towards Tata AIA in life insurance
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>> ·Ensure team is focused on Sales and support to all branches assigned.
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>> ·Drive local contests and engagements to engage teams
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>> ·Keep track of all contests and initiatives launched – bank, other insurers and Tata AIA Life
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>> ·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
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>> ·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
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>> ·Aid the bank branches to adopt new processes and technology
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>> Team Management
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>> ·Assign target to each Regional Officer at a district level – NB, renewal, STP, resolutions, special projects/initiatives undertaken, product mix.
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>> ·Ensure team is hands on with each branch and maintains a high engagement level with each member
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>> ·Team development and training
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>> ·Retention of high performing talent
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>> ·Keep National Head updated about on – ground activities by Bank and competitors
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>> ·Coordinate with HO on various initiatives, updates, reviews, partner requirements
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>> Customer service
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>> ·Ensure adequate customer service – grievance redressal, claim settlement, renewal etc.
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>> E Skills Required
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>> Technical
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>> ·Good product knowledge
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>> ·Good knowledge of MS Office
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>> Behavioral
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>> Essential
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>> Desired
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>> Interpersonal skills
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>> ·
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>> Communication skills
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>> ·
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>> Creative thinking skills
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>> ·
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>> Supervising / Leadership skills
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>> ·
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>> Teamwork Skills
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>> ·
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>> Influencing skills
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>> ·
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>> Relationship Building skills
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>> ·
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>> Decision making skills

▶️ Zonal Head - Urban Banking - IDFC First Bank
🖊️ TATA AIA LIFE INSURANCE
📍 Kolkata