JOB DESCRIPTION: Regional Senior Manager • Position Overview Position Title Regional Senior Manager Department Bancassurance IBL Level/ Band 501/Senior Manager Role Summary: • Liaise with Bank’s Regional officers and Zonal Officers and ensure alignment on Life Insurance Business • Maintain Wallet Share as per desired benchmark • Drive Productivity through Focus Products • Visit zones and regions - interact with Zonal Officers, Regional Officers and Bank branch managers • Guide and support team to ensure achievement of targets • Interact with customers to explain the products and solutions • 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 Sales Manager Supervises Area Sales Manager • Job Dimensions Geographic Area Covered Region(s) Stakeholders Internal Supervisors, Reportees (DRs + One-Downs), Ops, Underwriting, Legal, Distribution Operations, Customer Service, Compliance, Zonal HR, Zonal IT External Channel Partner • Key Result Areas Partner and Client Management • Exceeding regional targets (NB, renewal, STP, digitization, product mix and other assigned targets) • Interact with the Bank Regional Officer and his/her team to ensure alignment towards Tata AIA in life insurance • Engage with customers to explain the products and promote the brand • Ensure team is focused on Sales and support to all branches assigned. • Drive local contests and sales events/programs • Keep track of all contests and initiatives launched – bank, other insurers and Tata AIA Life • Maintain a strong relationship with bank Regional Officers/ Heads and Bank Branch manager and SPs - 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 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 • Effective Management of Escalations for the Region Team Management • Assign target to each Area Manager at a branch level – New Business, 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 • Tracking Competition and Keeping National Head updated about on–ground activities by Bank and competitors Customer service • Ensure adequate customer service – grievance redressal, claim settlement, renewal etc. • Ensure agreed Policy Issuance TATs are maintained by liaising with Ops & Underwriting teams. MIS & Reporting • Analyze data cuts on Business Performance , share the findings with the National Head and develop strategy to fill gaps Risk • Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes. 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 8-12 years’ experience of sales with at least 4-5 years’ experience in leading teams. Preferably needs to have PSU Banca sales experience in the insurance parlance.