Job Description

Position Overview

Position Title

Zonal Head – Branch Banking – IDFC First Bank

Department

IDFC First Bank

Level/ Band

AVP

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
  • Organizational Relationships

    • Reports To

    National Head

    Supervises

    Cluster Managers and KAM

  • Job Dimensions

    • Geographic Area Covered

    Zone (s)

    Stakeholders Internal

    Supervisors, Team (Regional officers, KAMs), Ops, Underwriting, Legal

    External

    IDFC First – Channel Partner

  • 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

    ·

    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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