Analyze the growing business segments (branch, loan book, etc) of partner banks through historical performance and propose budgeted growth for aop to supervisor for own regionRecommend manpower requirement based on business potential in the segments identified for driving salesProvide inputs and insights to team to extract maximum business in growing segments and drive sales in their assigned partner bank branches within the regionDesign and recommend incentive plan, campaigns within the ppsu team to achieve targeted topline.
Partner bank relationship management
Organize structured weekly, fortnightly and monthly meeting with partner branches to resolve service related issues and address escalationsSupport design and recommend specific products that can be introduced from time to time based on the outcome of the structured meeting or analyzing past trends in the segment or best practices of competitionDesign, recommend and execute campaign/contest for the partner bank to drive sales in profitable segmentsLiaise with finance team in ensuring that campaign budgets are approved and the payouts are processed timely.
Operations management & review
Periodically assess/review loan book penetration and branch activation to enable course correctionOrganize meetings within/with the team/s to understand challenges faced in terms of conversion at branches and provide solutionsPut in place real time mis & reporting to ensure information available at all times on all performance or productivity parameters.
Team deployment and development
Identify and place right talent at branches by participating in the recruitment processCommunicate and establish individual performance parameters and expectation and review periodically
Coordinate with specific departments to facilitate product/functional/behavioral training to arrest any discrepancy that might hinder individual as well as department performance
Industry understanding & competitive awareness; banking product knowledge; customer relations; sales execution, stakeholder management
Graduate/ post graduate/ master degree
1.minimum experience from 8-10 years in bancassurance 2.preferably from general insurance background3good communication & presentation skills4.flexible & adaptable to change
Years of exp
8 to 10 years
Zonal sales manager