Center Manager - Branch Banking

Job Title

Center Manager

Location

Branch Name (as per requirement)

Department

Bancassurance

Function

Bancassurance YBL - Sales

Reporting to

Regional Manager

Band

4

Function Summary

Bancassurance Department

Bancassurance Department serves as a bridge between Axis Max Life Insurance Company and Yes Bank, ensuring that insurance products are effectively marketed and sold to a wide customer base, while maintaining high standards of customer service, compliance, and performance.

Below is a summary of the key functions typically performed by the Bancassurance Department:

• Sales and Distribution Management


• Customer Relationship Management


• Compliance and Regulatory Oversight

Job Summary

The role involves recruiting, training, and supervising executives to achieve business targets and insurance sales across a defined cluster of branches, while fostering a progressive partnership with the bank. The candidate will manage discrepancies at the cluster level, provide support for ongoing issue resolution, and oversee initiatives. They will also provide on-the-job training for operational processes and workflows to ensure operational excellence and customer satisfaction.

Key Responsibilities

• Recruit, train and Supervise executives to achieve the agreed business targets and insurance sales 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, Conduct Fortnightly PRPs, 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 owned as well partner teams.


• To ensure that the system requirements are met in order to 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.

Key skills required

• Communication skills


• Strategic thinking


• Product Knowledge


• Problem solving


• Time management


• Customer relationship management


• Deal closing skills


• Goal oriented


• Customer centricity.

Job Title

Center Manager

Location

Branch Name (as per requirement)

Department

Bancassurance

Function

Bancassurance YBL - Sales

Reporting to

Regional Manager

Band

4

Function Summary

Bancassurance Department

Bancassurance Department serves as a bridge between Axis Max Life Insurance Company and Yes Bank, ensuring that insurance products are effectively marketed and sold to a wide customer base, while maintaining high standards of customer service, compliance, and performance.

Below is a summary of the key functions typically performed by the Bancassurance Department:

• Sales and Distribution Management


• Customer Relationship Management


• Compliance and Regulatory Oversight

Job Summary

The role involves recruiting, training, and supervising executives to achieve business targets and insurance sales across a defined cluster of branches, while fostering a progressive partnership with the bank. The candidate will manage discrepancies at the cluster level, provide support for ongoing issue resolution, and oversee initiatives. They will also provide on-the-job training for operational processes and workflows to ensure operational excellence and customer satisfaction.

Key Responsibilities

• Recruit, train and Supervise executives to achieve the agreed business targets and insurance sales 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, Conduct Fortnightly PRPs, 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 owned as well partner teams.


• To ensure that the system requirements are met in order to 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.

Key skills required

• Communication skills


• Strategic thinking


• Product Knowledge


• Problem solving


• Time management


• Customer relationship management


• Deal closing skills


• Goal oriented


• Customer centricity.