Associate Area Head

5 - 6 years

5 - 6 Lacs

Posted:1 week ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

To lead and manage the sales operations for a specific State/Region, driving sales through bank branches, building strong relationships with banking partners, and ensuring the achievement of sales targets while maintaining high standards of service and customer satisfaction.

Key Responsibilities:

  • Handle the sales team of a particular State/Region as a whole, which includes Cluster Managers and Front-Line Sales Team.
  • Drive sales and achieve targets through the bank branches.
  • Support the CRO (Chief Risk Officer, or could be Chief Revenue Officer/Chief Retail Officer depending on context - assuming sales focus) in his/her sales effort, including generating benefit illustrations and accompanying on client calls if required.
  • Engage in an open and trusting relationship with the Branch Managers/officers/staff, recognizing the bank as a key customer.
  • Engage the employees of the bank branches in regular discussions to enhance their knowledge about insurance, product offerings, and understand their issues/concerns about selling insurance (if any).
  • Identify potential partners through preliminary meetings.
  • Ensure that all service requirements are met, medicals facilitated, and customers are satisfied.
  • Spearhead all lead generation initiatives from the bank, whether through walk-ins, data-mining, referrals, and other channels.

Measures of Success:

  • Achieving sales targets.
  • Activating and penetrating branches for Insurance Sales.
  • Arranging training programs for bank staff on products and selling skills.
  • Increasing productivity of bank branches.
  • Relationship Management excellence.

Key Requirements:

  • Strong team handling background.
  • Hands-on experience in branch banking environments.

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