Zonal Head Bancassurance
Published date: 2026/11/08
- Location: Delhi , Delhi, India
Sales Planning
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 region.
Recommend manpower requirement based on business potential in the segments identified for driving sales.
Provide Inputs and Insights to team to extract maximum business in growing segments and drive sales in their assigned partner bank branches within the region.
Design 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 escalations.
Support 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 competition.
Design, recommend and execute campaign/contest for the Partner Bank to drive sales in profitable segments.
Liaise 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 correction.
Organize meetings within/with the team/s to understand challenges faced in terms of conversion at branches and provide solutions.
Put in place real time MIS & Reporting to ensure information available at all times on all performance or productivity parameters.
Department
:
North
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 region.
Recommend manpower requirement based on business potential in the segments identified for driving sales.
Provide Inputs and Insights to team to extract maximum business in growing segments and drive sales in their assigned partner bank branches within the region.
Design 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 escalations.
Support 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 competition.
Design, recommend and execute campaign/contest for the Partner Bank to drive sales in profitable segments.
Liaise 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 correction.
Organize meetings within/with the team/s to understand challenges faced in terms of conversion at branches and provide solutions.
Put in place real time MIS & Reporting to ensure information available at all times on all performance or productivity parameters.
Department
:
North
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