Job Description

Career Opportunities Position Senior Regional Manager - Bancassurance (Yes Bank) No. of Positions 1 Department Bancassurance Function Bancassurance YBL - Sales Reporting to ZVP- Bancassurance Band 4B Location Jaipur KEY RESPONSIBILITIES: Will be responsible for the Bancassurance (YBL) partnership in Jaipur. 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 well as for 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 Talent Retention - 70% G2M2 retention - 90%. Engagement Score - 85% Customer centricity and satisfaction:- Effective Management of Customer As per Plan Key Relationships (Internal /External) Distribution leaders HR Team Training Team Planning & Analytics Team 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 12-14 yrs of overall exp. in sales with a minimum of 8-9 yrs combined work experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship. Career Opportunities Position Senior Regional Manager - Bancassurance (Yes Bank) No. of Positions 1 Department Bancassurance Function Bancassurance YBL - Sales Reporting to ZVP- Bancassurance Band 4B Location Jaipur KEY RESPONSIBILITIES: Will be responsible for the Bancassurance (YBL) partnership in Jaipur. 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 well as for 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 Talent Retention - 70% G2M2 retention - 90%. Engagement Score - 85% Customer centricity and satisfaction:- Effective Management of Customer As per Plan Key Relationships (Internal /External) Distribution leaders HR Team Training Team Planning & Analytics Team 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 12-14 yrs of overall exp. in sales with a minimum of 8-9 yrs combined work experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship.

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