Zonal Head Banca Insurance - Bangalore

Key Roles & Responsibilities:

·       Identify opportunities of improvement across customer services, underwriting and claims Ensure robust MIS architecture (Pre sales / Post sales)

·       Co-create operational strategy for the region in alignment with the distribution strategy

·       Prepare a plan on operations (size, scope and technology utilization) in consultation with the KAM; implement the same to build the relationship proactively

·       Lead the estimation of resource requirements and secure resources through  HR in order to ensure that the relationship in the region has adequate capacity at the right time to deliver the agreed revenue, service and profitability objectives.

·       Facilitate implementation in line with the company's Distribution Strategy; assist in building relationship in the region; engage with the partner, assist in establishing specifications of operations; collaborate with operations & other functions, establish operations; monitor & recommend continuation / discontinuation of products, thereby building revenue and profitability.

·       Build a common agenda & scorecard with the key team members of the region; review performance periodically & engage with the Key Management of the partner in the region to address deviations from plan in order to realize potential sales.

·       Interact with region's key management members on a frequent basis; follow the engagement matrix; take business review initiatives along with partner & build review mechanisms; handle escalated issues; supervise costs; responsible for closure of grievances in order to ensure smooth functioning & high productivity in the region & continuous improvement in revenues through the relationship.

·       Suggest Reward & Recognition platforms for bank partner’s employees

·       Lead in implementation and monitoring of R&R activities; monitor performance of sales promotions; encourage reapplication of good promotions in order to maximize the utilization of marketing spends to increase revenues

·       Collaborate with the Training department to deploy programs to achieve & exceed training standards; support the Training team in the identification & certification of trainers & the delivery of training man days as per standards in order to build capacity.

·       Lead the plans for recruitment & retention of the Sales Force in the region; lead in implementing Rewards & Recognition activities for the region; role model required leadership competencies & coach subordinates in order to develop a robust sales force for building the pipeline within the relationship & realize potential sales from partner in the region.