Job title: Associate/ Assistant Manager - Bancassurance

Location: Multiple

Reports to: Manager-Bancassurance

New vacancy/ Replacement: New



Department: Bancassurance

No. of Direct Reports: Multiple

Key responsibilities :

The purpose of this Bancassurance position is to ensure Business Development and Sales for the assigned territory under control within the given framework of quality, geographical spread and relationship matrix. The person shall be responsible for:

- Establishing, maintaining and growing relationship with the key stakeholders of the Bank in the given territory

- Opportunity mapping starting at the branch level and sharing the same, including activities such as branch / customer profiling and survey on competitor products

- Conducting formal trainings, in- branch training and joint calls to train and convert business

- Handling and driving marketing and business promotion campaigns designed at National/Zonal/ Regional levels.

- Providing regular and timely updates of various activities and campaigns as per the agreed frequency and formats by the management.

- Owning the budgeted sales target for the Territory

- Team Management and Drive Sales discipline

- Ensuring and owning 360 degree support on OPS, MIS, Customer Service and Claim related queries

- Following and adhering to the governance plan

Qualification Required :

Minimum Qualification required :

Should be a Graduate/ Post Graduate from a reputed institute

Preferred Qualification :

- MBA from a premier business school

University degree in Banking and Finance or equivalent.

Experience Required :

Must to have skills :

- Should have 3 to 5 years of experience in Banking /Financial Services Sales professional, ideally having insurance sales experience

- Experience in managing Channel Partners

- Domain knowledge

- Should have good track record of achieving Sales Targets and Business development

Desirable skills :

1-2 years work experience in Bancassurance with a large PSU or Foreign Bank

Soft Skills required :

- Discipline in sales management

- Relationship Management

- Self motivated

Desired Competency :

- Functional Skills

- Results Orientation

- Customer Orientation

- Team working

- Interpersonal Skills & Communication

- Problem solving

Key Performance Indicators :

- Achievement of the Budgeted Sales Targets

- Achieving branch activization and productivity as defined from time to time

- Achievement of key business parameters as

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