Job Description

Career Opportunities
Regional Manager - Bancassurance (Yes Bank)
No. of Positions
1
Bancassurance
Function
Bancassurance YBL - Sales
Sr Regional Relationship Manager - Bancassurance
Band
4A
Kolkata
KEY RESPONSIBILITIES:

• Will be responsible for the Bancassurance (YBL) partnership.

• Create and maintain engagement with regional managers /branch managers and other key Yes Bank Head Office / Management Team members

• Lead a team of Sales Executives (Relationship Associates and Associate Sales Managers and Centre Managers) and monitor their input/output activity and ensure lead generation through various sources

• Increasing insurance awareness and product penetration among Yes Bank's customers

• Increasing insurance penetration among Yes Bank staff members

• Suggest sizzlers and R&R platforms for Yes Bank's employees who provide prospect leads as well as for AXIS MAX LIFE's dedicated sales team

• Suggest product synergies and capture Yes Bank's various customer touch-points for insurance sales opportunities

• Provide accurate and timely competitor updates/best practices

MEASURES OF SUCCESS:
Business Plan:-
Adj MFYP (Rs.) - Plan v/s Actual
Activation Plan :-
Seller Activation (%) - Plan Vs Actual
Collections:-
15th month Persistency (%) -
75%
Sales process Adherence:-
1.Implementation of CRM
2.Governance Rhythm
3.Business Leakage & complaints
Effective Management of People * Talent Retention - 70%

• G2M2 retention -

90%. * Engagement Score - 85%
Customer centricity and satisfaction :-
Effective Management of Customer
As per Plan
Key Relationships (Internal /External) * Distribution leaders

• HR Team
• Training Team
• Planning & Analytics Team
• Yes Bank Management & Sales Team

Key competencies/skills required
Relationship Management, Leading people, Effective Management of Process
DESIRED QUALIFICATIONS AND EXPERIENCE:

• Graduate / Post Graduate in Sales / Marketing
• 10-12 yrs of overall exp. in sales with a minimum of 5-6 yrs combined work experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship.

Career Opportunities
Regional Manager - Bancassurance (Yes Bank)
No. of Positions
1
Bancassurance
Function
Bancassurance YBL - Sales
Sr Regional Relationship Manager - Bancassurance
Band
4A
Kolkata
KEY RESPONSIBILITIES:

• Will be responsible for the Bancassurance (YBL) partnership.

• Create and maintain engagement with regional managers /branch managers and other key Yes Bank Head Office / Management Team members

• Lead a team of Sales Executives (Relationship Associates and Associate Sales Managers and Centre Managers) and monitor their input/output activity and ensure lead generation through various sources

• Increasing insurance awareness and product penetration among Yes Bank's customers

• Increasing insurance penetration among Yes Bank staff members

• Suggest sizzlers and R&R platforms for Yes Bank's employees who provide prospect leads as well as for AXIS MAX LIFE's dedicated sales team

• Suggest product synergies and capture Yes Bank's various customer touch-points for insurance sales opportunities

• Provide accurate and timely competitor updates/best practices

MEASURES OF SUCCESS:
Business Plan:-
Adj MFYP (Rs.) - Plan v/s Actual
Activation Plan :-
Seller Activation (%) - Plan Vs Actual
Collections:-
15th month Persistency (%) -
75%
Sales process Adherence:-
1.Implementation of CRM
2.Governance Rhythm
3.Business Leakage & complaints
Effective Management of People * Talent Retention - 70%

• G2M2 retention -

90%. * Engagement Score - 85%
Customer centricity and satisfaction :-
Effective Management of Customer
As per Plan
Key Relationships (Internal /External) * Distribution leaders

• HR Team
• Training Team
• Planning & Analytics Team
• Yes Bank Management & Sales Team

Key competencies/skills required
Relationship Management, Leading people, Effective Management of Process
DESIRED QUALIFICATIONS AND EXPERIENCE:

• Graduate / Post Graduate in Sales / Marketing
• 10-12 yrs of overall exp. in sales with a minimum of 5-6 yrs combined work experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship.