1301 Branch Banking Jobs - Page 28

• In charge of the entire branch sales, operations and administration • Responsible for revenue generation and profitability of the branch. • Ensure branch achieve the targets, motivate and guide the team. U MIND CONSULTING PH -9388385104

We are hiring for one of leading Life Insurance company for Branch manager profile in Agency channel. Experienced candidates into Life Insurance Sales with On role Team handeling experience can share updated resume.

Roles and Responsibilities The Sales Manager has the responsibility of driving sales and achieving the sales target for the assigned Bank channel Drive sales and achieve targets through the bank branches Support the bank unit/tele channel unit with sales effort, in terms of generating benefit illustrations, analysing scope for business development Engage an open and trusting relationship with the bank unit staff Engage the employees of the bank channel in regular discussions to transfer knowledge about insurance, product offerings and understand their issues/ concerns about selling insurance (if any) Ensure that all service requirements are met, medicals facilitated, and customers are satisfied Spearhead all lead generation initiative from the bank whether through lead transfer, data-mining, referrals and others. Desired Candidate Profile Qualification - Min Graduate. Experience - 1yr of insurance sales exp Perks and Benefits CTC - Up to 3.5 Lakhs + Allowances and Incentives

Roles and Responsibilities The Sales Manager has the responsibility of driving sales and achieving the sales target for the assigned Bank channel Drive sales and achieve targets through the bank branches Support the bank unit/tele channel unit with sales effort, in terms of generating benefit illustrations, analysing scope for business development Engage an open and trusting relationship with the bank unit staff Engage the employees of the bank channel in regular discussions to transfer knowledge about insurance, product offerings and understand their issues/ concerns about selling insurance (if any) Ensure that all service requirements are met, medicals facilitated, and customers are satisfied Spearhead all lead generation initiative from the bank whether through lead transfer, data-mining, referrals and others. Desired Candidate Profile Qualification - Min Graduate. Experience - 1yr of insurance sales exp Perks and Benefits CTC - Up to 3.5 Lakhs + Allowances and Incentives

Roles and Responsibilities The Sales Manager has the responsibility of driving sales and achieving the sales target for the assigned Bank channel Drive sales and achieve targets through the bank branches Support the bank unit/tele channel unit with sales effort, in terms of generating benefit illustrations, analysing scope for business development Engage an open and trusting relationship with the bank unit staff Engage the employees of the bank channel in regular discussions to transfer knowledge about insurance, product offerings and understand their issues/ concerns about selling insurance (if any) Ensure that all service requirements are met, medicals facilitated, and customers are satisfied Spearhead all lead generation initiative from the bank whether through lead transfer, data-mining, referrals and others. Desired Candidate Profile Qualification - Min Graduate. Experience - 1yr of insurance sales exp Perks and Benefits CTC - Up to 3.5 Lakhs + Allowances and Incentives

Role & responsibilities Officer Sales are a part of the Bank's front-line sales force whose primary responsibility is to get new customers for the bank and explore new business opportunities. Officer Sales are responsible for selling banking and investment products and services to customers based on their needs. They are also responsible for handling customer queries to ensure customer satisfaction. This is a pure sales job and involves daily customer reach-outs & travelling Key Responsibilities • Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships. • Manage business relations with existing customers to increase the depth of existing relationships. • Achieve sales targets as assigned by the organization monthly as per Grade Matrix (BDE, Officer and AM Sales) • Record and track all engagement activities through the CRM system. • Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry Preferred candidate profile 1yrs sales experience in mandatory Walk in Interview at your nearby Branches For more details Call Rose -7875001230

Role & responsibilities Reports to: Service Delivery Manager (Branch Manager in case of branches where there is no SDM) Brief Description: Provide Customer Service to RBL Banks customer, Relationship Manager for Aspire Banking segment customer of the bank, Enhance the value of existing customer of the bank, Acquire new customer for bank , Cross Sell Various Bank Products Key Job Responsibilities of SDA- Customer Service Business Deliverables: • Product Holding Ratio, channel Enrolment and Data Quality : As per assigned benchmarks for branch categories • ERV and NTB growth as per targets set for the branch • Achieve overall deposits growth • Achieve fee revenue (LI, GI, TFx, Assets, MF, etc.) • Achieve certification on all the products being sold through the branch • Adherence to policies and guidelines such as KYC & AML Customer Services: • Service Delivery & Excellence : Ensuring service delivery as per the established benchmarks on TAT and complaint management • Ensuring updated mandatory displays and good look & feel of lobby to ensure customer satisfaction • Adherence to BSOPM, compliance & Audit guidelines: Satisfactory scores on all internal/external audits and surprise checks by internal teams • Ensure quality customer service is delivered disseminating required product information • Recording complaints as per the specified process and resolving all complaints received from customers within the stipulated TATs • Ensure appropriate customer communication on closures • Preventive complaint management, asking for feedback from customers, who may not be complaining Promoting all direct banking channels and ensuring that the customer is utilizing the same Portfolio Management • Candidate will be responsible to manage Aspire Banking Customer Portfolio of the bank (subject to creation of Aspire Banking Portfolio in the branch) • Identify existing/new customers who meet Aspire banking program criteria and upgrade these customers under the Aspire Banking program in line with the program criteria • Ensuring that customers make RBL their primary bank • Knowing about where all the customer is currently banking and moving him to our Bank • Ensuring that customer scoping is done and products are targeted accordingly • Sales to family members and associates which have been grouped together • Relationship enhancement by cross selling other bank products. • Regular customer contact to establish needs of the customer and opportunities to cross-sell • Meet the Performance Score Card • Achieving of portfolio level benchmarks of contactibility, Family grouping, Product Cross, channel Activation Achievement of income plans and other benchmarks • Ensure that business plans for the month/quarter/year are duly met across products • Service benchmarks are met Education: Graduation must (min. score of 50%) Competency: - Sales and Influencing Skills - Banking Product & Process Knowledge - Planning and Organizing Skills - Communication Skills - Customer Service - Customer portfolio management skills Certification (Preferred): • AMFI Certification • IRDA Interested Candidates Contact :8341137995(kavya.p) Hiring for Kotak and RBL RMPA,RMPA Elite,Aspire RM,PCARM,Corporate salaries RM & SM.

We have opening in below location: Hiring Location : Noida (UP) No. Of. Position : 1 Please share your CV to HR- neha.shah@suryodaybank.com shubham.shhrivastva@suryodaybank.com Job Role: Assistant Branch manager, Branch Operation Manager Role & responsibilities. 1. Ensure overall branch profitability and performance against defined financial metrics in the branch scorecard. 2. Ensure proper distribution of functional responsibilities with clear allocation of authority to Branch Operations Executive, Officers and Teller staff keeping in view their abilities, performance and past experience, work load etc. 3. Manage Public Relations & liaison with authorities for day to day branch working and reporting. 4. Oversee maintenance of overall branch ambience as per Head Office/ Zonal Office guidelines. 5. Ensure that Suryoday Banks policies, guidelines as well as systems & procedures are followed at the Branch. 6. Monitor, control & minimize all types of expenses in the Branch such as telephone, consumption of stationery, computer consumables, electricity and other overheads without sacrificing quality. Required Candidate Profile: Candidate with 3+ Years of experience in BFSI Applicable for both Male/Female candidates Must be minimum graduate Most Preferrable Immediate Joiners / 60 days notice period.

RBL Bank PCRM (Preferred Current Account RM) Job Title: PCRM (Preferred Current Account RM) Overall Goal: Current Account RM will be responsible for • Acquisition of new Business Entity customers and creating CA Book • Management of Acquired Current Account customers • Enhancement of the relationship by cross-selling products and services as per the profile & need of the these current account customers • Deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers • Make RBL Bank a primary bank for customer and get maximum wallet share Key Result / Responsibility Areas: a) Acquisition of Business Entity (Current Account) customers • Acquisition of NTB High Value Current Accounts • NTB Acquisition of Current accounts dealing in international Trade • Identify and Acquire New to Bank working capital limit customers with Trade Limits viz Buyers Credit, PCFC, LC,BG etc • Acquire New to Bank customer requiring Assets Limits Business Loans, Cash Management Services & Door Step Banking, API Banking and other allied Current Account services RM will have to create his own CA book by self-sourcing, Market Visit & Industry & Area Scoping, External References & Leads. b) Portfolio Management – • Engage with Acquired customer on regular basis and ensure that Group company and Family customers also bank with RBL Bank • Regularly interact with the customer to build rapport, customer profiling should be used to set customer level objectives post discussion branch Manager/TL. Customer interaction to be regular updated in system provided. • Ensure that within each customer group a minimum number of stipulated Income Generating products are sold as per the customers profile and needs. RM to Cross sell appropriate products to the customers and ensure activate usage. • Enhance Values within each of the customer groups by ensuring that a/cs are activated • Cross Sell Bank Products for revenue generation and engagement • Basis customer business requirement cross sell products like POS , Payment Gateway, Trade /Forex ( LC /BG/ Remittance /OD) , Doorstep Banking Services. • Cross Sell various RBL Bank products like TPP, FD. Credit Card, Loans to customers and related group business/ family • Drive active business transaction through RBL bank account • Should know the customer’s business in order to provide banking and financial solutions • Register customer for various Direct Banking Channels of the bank B) Customer Services • Ensure quality customer service is delivered • Recording complaints as per the specified process • Resolving all complaints received from portfolio customers within the stipulated TAT’s and ensure appropriate customer communication on closures • Preventive complaint management by regular interaction with the customers C) Target Achievement • PC- RM will be given a quarterly and yearly target on revenue, product cross sell and book value build up • Basis the Target the RM will be tracked on regular basis for achievement of the Targets • CA RM will be evaluated on Portfolio Score Card Competencies: • Sales and Influencing Skills • Banking Product & Process Knowledge. The candidate should have past experience of Current Account product & processes, Trade & Forex , Door Step banking and other current account related products. • Planning and Organizing Skills • Communication & Writing skills • Knowledge of Competition & Current trends in financial Industry. Preferred Sector: BSFI Education: Post Graduate Experience: Above 3 years in a Current Account /Trade- Forex sales & / or relationship role in any of the sectors mentioned above Reporting: CA RM will report to Branch Managers Salary Range: 6 – 8 Lakhs Interested Candidates Contact: 7207997185

Role & responsibilities Job Description of SDA- Non Cash (Aspire) Reports to: Service Delivery Manager (Branch Manager in case of branches where there is no SDM) Brief Description: Provide Customer Service to RBL Banks customer, Relationship Manager for Aspire Banking segment customer of the bank, Enhance the value of existing customer of the bank, Acquire new customer for bank , Cross Sell Various Bank Products Key Job Responsibilities of SDA- Customer Service Business Deliverables: • Product Holding Ratio, channel Enrolment and Data Quality : As per assigned benchmarks for branch categories • ERV and NTB growth as per targets set for the branch • Achieve overall deposits growth • Achieve fee revenue (LI, GI, TFx, Assets, MF, etc.) • Achieve certification on all the products being sold through the branch • Adherence to policies and guidelines such as KYC & AML Customer Services: • Service Delivery & Excellence : Ensuring service delivery as per the established benchmarks on TAT and complaint management • Ensuring updated mandatory displays and good look & feel of lobby to ensure customer satisfaction • Adherence to BSOPM, compliance & Audit guidelines: Satisfactory scores on all internal/external audits and surprise checks by internal teams • Ensure quality customer service is delivered disseminating required product information • Recording complaints as per the specified process and resolving all complaints received from customers within the stipulated TATs • Ensure appropriate customer communication on closures • Preventive complaint management, asking for feedback from customers, who may not be complaining Promoting all direct banking channels and ensuring that the customer is utilizing the same Portfolio Management • Candidate will be responsible to manage Aspire Banking Customer Portfolio of the bank (subject to creation of Aspire Banking Portfolio in the branch) • Identify existing/new customers who meet Aspire banking program criteria and upgrade these customers under the Aspire Banking program in line with the program criteria • Ensuring that customers make RBL their primary bank • Knowing about where all the customer is currently banking and moving him to our Bank • Ensuring that customer scoping is done and products are targeted accordingly • Sales to family members and associates which have been grouped together • Relationship enhancement by cross selling other bank products. • Regular customer contact to establish needs of the customer and opportunities to cross-sell • Meet the Performance Score Card • Achieving of portfolio level benchmarks of contactibility, Family grouping, Product Cross, channel Activation Achievement of income plans and other benchmarks • Ensure that business plans for the month/quarter/year are duly met across products • Service benchmarks are met Education: Graduation must (min. score of 50%) Competency: - Sales and Influencing Skills - Banking Product & Process Knowledge - Planning and Organizing Skills - Communication Skills - Customer Service - Customer portfolio management skills Certification (Preferred): • AMFI Certification • IRDA Interested Candidates Contact:7207997185

Opening for Branch Manager in Stock Market Company Location-Bangalore, Chennai, Hubli, Margoa, Gadag Experience 4.5 years and above in stock market CTC 4.5 to 8 laks NISM or Senior Dealers ,or senior RM will be preferred Role: Branch Manager Required Candidate profile Responsibilities – Managing Branch as a Profit Center by revenue generation. Managing the team of relationship managers, dealers and ensure the issues of staff are resolved Contact QRN on 9869504403

Greetings!!! The Muthoot Group is hiring for Branch Head profiles Candidates with prior experience in Gold Loan Industry will be preferred. Interested candidates can walk in for an interview @ Regional Office Surat Can also send resumes in hrsrt@muthootgroup.com & garima.nanda@muthootgroup.com Date : 13- 06-2025, (Friday) 14-06-2025 (Saturday) 15-06-2025 (Sunday) Address:- Muthoot Finance Ltd. Regional Office, Surat Shop no. X1X2 1st floor KN park Opp. Sutex bank Near Navjeevan circle Udhana Magdalla road Surat Job Location in Rajkot 1) Vapi 2) Bharuch 3) Surat Eligibility criteria for Branch Head ( Candidates with prior experience in Gold Loan Industry will be preferred. ) Candidates having minimum 5 years of work experience in Banking / NBFC / Financial Services in Sales or Marketing role at Managerial level Age between 30 to 45 years Candidates from Insurance background will be not be considered Minimum Education Qualification:- Graduation Documents Required:- Resume + Work Experience Certificates + Educational Documents + Valid ID proof + 2 Passport size Photographs. Contact Person:- Garima Nanda - 9314937543 Perks and Benefits Fixed Salary + incentive + bonus

Invite for Interview, If you have already attended ESAF SMALL FINANCE BANK interview in last six months, you are not eligible to attend ESAF Bank Interview again (You may attend the interview only after completion of 6 months). REGULAR DEGREE IS MANDATORY FOR ATTENDING INTERVIEW WITH ESAF SMALL FINANCE BANK. Date: 11-06-2025 Experience: 1 to 5 years Maximum Age : 35 Years Annual CTC: Rs 2,00,000 to 5,00,000 + Quarterly Incentives+ Petrol Allowances Vacancies for the following post- 1. ASSISTANT BRANCH HEAD 2. RELATIONSHIP MANAGER 3. GOLD LOAN OFFICER Your Job Role Fitment: As per the interview panel decision based on your overall experience, Interview performance, and the current role you are handling Note: #Candidates should be Graduate in regular stream is must with relevant experience in mentioned domain and can join us at the earliest. # Kindly do not pay any money to any person on behalf of ESAF Small Finance Bank for job offers. Interested candidates can share their CV on below WhatsApp no Ms Henna Mechery : 9567764172

Role & responsibilities Job description About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Banks customer engagement strategy across products and services About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering bank’s products, providing service to existing and New-To-bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organization’s requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, WhatsApp banking wherever possible Key Responsibilities Offering solutions and Cross selling Bank’s retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank’s products. Promoting bank’s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank’s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank’s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications: Optimal qualification for success on the job is: Graduation/ Post-Graduation from a recognized institute Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills #ComeAsYouAre 'We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply' Skills Refer to the Job Description Preferred candidate profile

Candidate needs to have good communication skills Candidate needs to have Life Insurance experience MANDATORILY Candidate needs to have sales and BFSI Experience Interested candidates can call HR Varun- 9310054306/ Whatsapp- Resume

Role & responsibilities Relationship Management : Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped client Investments To analyze financial needs of the customers and offer appropriate product with utmost transparency Audit & Compliance Adherence to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc) Preferred Candidate Profile *** Need Desired experience into Mutual Funds, Third Party Products, Investments, HNI Acquisition Location- Across All Delhi NCR region / New Delhi / Gurgaon Interested Candidates Directly Reach out at amisha.agrawal @v-konnect.com Call / WhatsApp on 8109429473

Role & responsibilities Relationship Management : Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Relationships Increase CASA balance in allocated portfolio either through Deepening or Acquisition Driving higher product and channel penetration to deepen mapped relationships and to increase customer relationship value with the bank Customer Engagement: Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values Face to the client and First person Responsible for service and sales satisfaction of mapped client Investments To analyze financial needs of the customers and offer appropriate product with utmost transparency Audit & Compliance Adherence to the Banks policy on acquisition/BSA/KYC etc as well as compliance requirements of regulatory authorities (RBI/SEBI/AMFI/IRDA, etc) Preferred Candidate Profile *** Need Desired experience into Mutual Funds, Third Party Products, Investments, HNI Acquisition Location- Across All Delhi NCR region / New Delhi / Gurgaon Interested Candidates Directly Reach out at amisha.agrawal @v-konnect.com Call / WhatsApp on 8109429473

Looking for localized candidates having exposure with branch banking and other TPP products. Role & responsibilities Manager Cash position in branch Cash Vault Management Assist customers with cash withdrawal (cheque encashment) and cash deposit Processing Payments Processing Fund transfer, NEFT, RTGS, Demand Drafts / Pay order Custodian of Debit cards, Cheque Books Issuance of return cheques Passbook Updation Issuance of statements Issuance of bank stamped statement and other certificates like TDS, 15G, 15H etc. Checking Statements Updating Account Details by managing customer Instructions Being a customer interfacing role, they will also be responsible for attending & resolving customer complaint Currency check for soiled / counterfeit notes Manage exchange and returns of notes Review cash accounts on a daily basis Maintain transaction records as per bank's guidelines End of Day and End of month reconciliation of Bank vault cash and petty cash. Lead generation for Banking products and 3rd Party Products Error free processing of Cash Locker Operations Adherence to Bank and Regulatory guidelines Individually acquire and nurture relationships of the bank through all banking products Generate new business to achieve defined sales targets Build and deepen relationships with existing Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places. Achieve the Targets set in terms of product mix. Achieve best in class productivity in order to maximize the efficacy of the sales process. Achieve the budgeted cross sell targets. Aggressive Sales call plans to acquire large prospective customers through referrals. Awareness of all regulatory and compliance guidelines and policies (particularly in relation to high value transactions) Ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. Get additional New to the bank Customers (NTBs) Generate new customer leads through various channels Proactively identify sales prospects and conduct business development activities Follow up on new leads and referrals to generate business Achieving the monthly sales targets, cross sell assets and fee products Follow various internal guidelines and procedures of the bank Ensure customer satisfaction through regular engagement and enhance customer wallet share. Resolve customer queries/issues and facilitate customer service

Banca Channel, Team handling of atleast 1-2 yrs responsible for Training, hand holding the team building relationship. responsible for achieving the sales target and maintain quality. Min. 5 yrs in LI & stability required of 2 yrs in current company

Managing relationship with Axis Branch Sellers and thereby meeting target through Bank s FOS Responsible for managing the leads generated from Branch and thereby convert into quality business. Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB. Ensuring minimal customer complain. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Ensuring 15month persistency on track and thereby ensure a robust follow up mechanism with the customers. Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions. Shall be responsible for making active the branch banking sellers and thereby achieving the activation target Ensuring LMS usage as Tracking Mechanism on line and follow up Calls. Measures of Success Business Plan- Adj MFYP Collected (Rs.) - Plan v/s Actual- as per target assigned Protection Sales- Selling minimum of 2 policies with case size of 15k Case Size- Plan Vs Actual - as per target assigned Percentage of E sales- 50% of NOP (Excluding BDE Sales) to be on Esales platform Seller Activation- BDE Seller Activation (%) - Plan v/s Actuals FDO Seller Activation (%) - Plan v/s Actuals Persistency- Plan vs Achievement Job Specifications Graduate in Any Discipline from a UGC / AICTE approved College and University. 1 to 2 years of experience in sales, experience in Insurance will be preferred. Experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management Knowledge & Skill Matrix Excellent Relationship Skill, Managing Various level of Bank Management

Zonal Head is a senior leadership position managing the Bancassurance partnership with Yes Bank (YBL) within the designated zone and responsible for overseeing the performance, operations, and sales. The role involves managing multiple regions within the zone, driving sales growth, ensuring operational efficiency, and leading a team of regional managers, cluster managers, sales agents, and support staff. The incumbent will work closely with senior management to align strategies with the company s goals, ensuring the achievement of key performance indicators (KPIs) and business objectives within the zone. Zonal Head will be responsible for driving growth, expanding market share, and maintaining strong relationships with clients, partners, and stakeholders within the zone. Additionally, the candidate will suggest product synergies and identify various customer touch-points within Yes Bank for insurance sales opportunities and provide accurate and timely updates on competitors and best practices. Key Responsibilities Will be responsible for the Bancassurance (YBL) partnership for the assigned business unit Create and maintain engagement with National Manager/Zonal Managers/Regional managers and other key Yes Bank Head Office / Management Team members Lead a team of Zonal Managers/Regional Managers/Center manager and monitor their input/output activity for ensuring productivity and meeting all Business parameters Increasing insurance awareness and product penetration among Yes Bank s customers Increasing insurance penetration among Yes Bank staff members Suggest product synergies and capture Yes Bank s various customer touch-points for insurance sales opportunities Provide accurate and timely competitor updates/best practices Key skills required R elationship Management, Leading people, process adherence 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% G2V2 retention - >90%. Engagement Score - 85% Key Relationships (Internal /External) Distribution leaders HR Team Training Team Planning & Analytics Team Yes Bank Management & Sales Team Desired qualification and experience Graduate/ Post Graduate in any discipline Good communication skills - English & regional language (preferred) Age group 38 - 45 years Preferably has own conveyance 15-18 years of overall exp. in sales with a minimum of 10-12 years combined work experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management.

Managing relationship with Axis Branch Sellers and thereby meeting target through Bank s FOS Responsible for managing the leads generated from Branch and thereby convert into quality business. Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB. Ensuring minimal customer complain. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Ensuring 15month persistency on track and thereby ensure a robust follow up mechanism with the customers. Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions. Shall be responsible for making active the branch banking sellers and thereby achieving the activation target Ensuring LMS usage as Tracking Mechanism on line and follow up Calls. Measures of Success Business Plan- Adj MFYP Collected (Rs.) - Plan v/s Actual- as per target assigned Protection Sales- Selling minimum of 2 policies with case size of 15k Case Size- Plan Vs Actual - as per target assigned Percentage of E sales- 50% of NOP (Excluding BDE Sales) to be on Esales platform Seller Activation- BDE Seller Activation (%) - Plan v/s Actuals FDO Seller Activation (%) - Plan v/s Actuals Persistency- Plan vs Achievement Job Specifications Graduate in Any Discipline from a UGC / AICTE approved College and University. 1 to 2 years of experience in sales, experience in Insurance will be preferred. Experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management Knowledge & Skill Matrix Excellent Relationship Skill, Managing Various level of Bank Management

Managing relationship with Axis Branch Sellers and thereby meeting target through Bank s FOS Responsible for managing the leads generated from Branch and thereby convert into quality business. Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB. Ensuring minimal customer complain. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Ensuring 15month persistency on track and thereby ensure a robust follow up mechanism with the customers. Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions. Shall be responsible for making active the branch banking sellers and thereby achieving the activation target Ensuring LMS usage as Tracking Mechanism on line and follow up Calls. Measures of Success Business Plan- Adj MFYP Collected (Rs.) - Plan v/s Actual- as per target assigned Protection Sales- Selling minimum of 2 policies with case size of 15k Case Size- Plan Vs Actual - as per target assigned Percentage of E sales- 50% of NOP (Excluding BDE Sales) to be on Esales platform Seller Activation- BDE Seller Activation (%) - Plan v/s Actuals FDO Seller Activation (%) - Plan v/s Actuals Persistency- Plan vs Achievement Job Specifications Graduate in Any Discipline from a UGC / AICTE approved College and University. 1 to 2 years of experience in sales, experience in Insurance will be preferred. Experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management Knowledge & Skill Matrix Excellent Relationship Skill, Managing Various level of Bank Management

Managing relationship with Axis Branch Sellers and thereby meeting target through Bank s FOS Responsible for managing the leads generated from Branch and thereby convert into quality business. Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB. Ensuring minimal customer complain. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Ensuring 15month persistency on track and thereby ensure a robust follow up mechanism with the customers. Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions. Shall be responsible for making active the branch banking sellers and thereby achieving the activation target Ensuring LMS usage as Tracking Mechanism on line and follow up Calls. Measures of Success Business Plan- Adj MFYP Collected (Rs.) - Plan v/s Actual- as per target assigned Protection Sales- Selling minimum of 2 policies with case size of 15k Case Size- Plan Vs Actual - as per target assigned Percentage of E sales- 50% of NOP (Excluding BDE Sales) to be on Esales platform Seller Activation- BDE Seller Activation (%) - Plan v/s Actuals FDO Seller Activation (%) - Plan v/s Actuals Persistency- Plan vs Achievement Job Specifications Graduate in Any Discipline from a UGC / AICTE approved College and University. 1 to 2 years of experience in sales, experience in Insurance will be preferred. Experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management Knowledge & Skill Matrix Excellent Relationship Skill, Managing Various level of Bank Management

Managing relationship with Axis Branch Sellers and thereby meeting target through Bank s FOS Responsible for managing the leads generated from Branch and thereby convert into quality business. Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB. Ensuring minimal customer complain. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Ensuring 15month persistency on track and thereby ensure a robust follow up mechanism with the customers. Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions. Shall be responsible for making active the branch banking sellers and thereby achieving the activation target Ensuring LMS usage as Tracking Mechanism on line and follow up Calls Measures of Success Business Plan- WPC - Plan v/s Actual- as per target assigned Seller Activation- BDE Seller Activation (%) - Plan v/s Actuals FDO Seller Activation (%) - Plan v/s Actuals Persistency- Plan vs Achievement Job Specifications Graduate in Any Discipline from a UGC / AICTE approved College and University. 1 to 2 years of experience in sales, experience in Insurance will be preferred. Experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship Knowledge & Skill Matrix Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process