Regional Manager - Branch Banking

• 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 we'll 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

1. Talent Retention - 70%
2. G2M2 retention - >90%.
3. Engagement Score - 85%

Customer centricity and satisfaction -

Effective Management of Customer

As per Plan

Key Relationships (Internal /External)

1. Distribution leaders
2. HR Team
3. Training Team
4. Planning & Analytics Team
5. 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.