Regional Manager - Business Banking

Position

Regional Manager- Business Banking

Band

4A

Reporting to

Sales Head

Function

Bancassurance- YBL Sales

Key Responsibility Areas:
• Recruit, train and Supervise executives to achieve the agreed business targets of Protection and Annuity in the defined cluster and building a progressive partnership with the bank.
• Manage the discrepancies at the cluster level, provide support for ongoing issue resolution, manage initiatives deployed, providing induction and on-the-job training for Ops processes and workflows to team in order to achieve operations excellence & derive customer satisfaction.
• Participate in the hiring process, Counsel and Mentor performance, co-create and implement recognition platforms in order to build a capable and motivated team in the Yes Bank Relationship.
• Anticipate training requirements for the partner and lead the development and deployment of partner training programs in order to increase the selling effectiveness of own team as well partner teams on Annuity and Protection.
• To ensure that the system requirements are met in order that the relationship is productive and mutually beneficial and compliant with all regulatory requirements.
• Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel.

Measure of Success:
• New Business
• Case and Paid business
• Initiatives Deployed-Plan VS actual

Customer satisfaction scores.
• Hiring vs. objectives

Employee Satisfaction Scores
• Channel Partner feedback
• Observations in Audit Scores

Incremental business results (Leads /

policies etc.), Spend - Budget vs. actual

Desired qualifications and experience:
• Master of Business Administration or equivalent
• 5-7 years of experience in Sales, prior experience in Insurance essential with min 2 years of team handling experience.

Position

Regional Manager- Business Banking

Band

4A

Reporting to

Sales Head

Function

Bancassurance- YBL Sales

Key Responsibility Areas:
• Recruit, train and Supervise executives to achieve the agreed business targets of Protection and Annuity in the defined cluster and building a progressive partnership with the bank.
• Manage the discrepancies at the cluster level, provide support for ongoing issue resolution, manage initiatives deployed, providing induction and on-the-job training for Ops processes and workflows to team in order to achieve operations excellence & derive customer satisfaction.
• Participate in the hiring process, Counsel and Mentor performance, co-create and implement recognition platforms in order to build a capable and motivated team in the Yes Bank Relationship.
• Anticipate training requirements for the partner and lead the development and deployment of partner training programs in order to increase the selling effectiveness of own team as well partner teams on Annuity and Protection.
• To ensure that the system requirements are met in order that the relationship is productive and mutually beneficial and compliant with all regulatory requirements.
• Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel.

Measure of Success:
• New Business
• Case and Paid business
• Initiatives Deployed-Plan VS actual

Customer satisfaction scores.
• Hiring vs. objectives

Employee Satisfaction Scores
• Channel Partner feedback
• Observations in Audit Scores

Incremental business results (Leads /

policies etc.), Spend - Budget vs. actual

Desired qualifications and experience:
• Master of Business Administration or equivalent
• 5-7 years of experience in Sales, prior experience in Insurance essential with min 2 years of team handling experience.

5.00-7.00 Years