Center Manager - Branch Banking

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.

Desired qualification and experience

• Graduate/ Post Graduate in any discipline
• Good communication skills - English & regional language (preferred)
• Age group 30-40 years
• Preferably has own conveyance
• 5-8 years of experience in Sales, prior experience in Insurance essential with min 2 years of team handling experience.