Verified Job
Accounting - Finance
Zonal ManagerBranch Banking
Accounting - Finance
#297559
Remote / WFH
Job Description
Career Opportunities
Position
AVP - Bancassurance (Yes Bank) No. of Positions
1
Department
Bancassurance
Function
Bancassurance YBL - Sales
Reporting to
ZVP- Bancassurance
Band
3
Location
Mumbai
KEY RESPONSIBILITIES:
• Will be responsible for the Bancassurance (YBL) partnership in Mumbai.
• 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 - +0%.
• 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-+ 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
AVP - Bancassurance (Yes Bank) No. of Positions
1
Department
Bancassurance
Function
Bancassurance YBL - Sales
Reporting to
ZVP- Bancassurance
Band
3
Location
Mumbai
KEY RESPONSIBILITIES:
• Will be responsible for the Bancassurance (YBL) partnership in Mumbai.
• 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 - +0%.
• 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-+ yrs combined work experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship.
Experience: 12.00-14.00 Years
Position
AVP - Bancassurance (Yes Bank) No. of Positions
1
Department
Bancassurance
Function
Bancassurance YBL - Sales
Reporting to
ZVP- Bancassurance
Band
3
Location
Mumbai
KEY RESPONSIBILITIES:
• Will be responsible for the Bancassurance (YBL) partnership in Mumbai.
• 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 - +0%.
• 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-+ 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
AVP - Bancassurance (Yes Bank) No. of Positions
1
Department
Bancassurance
Function
Bancassurance YBL - Sales
Reporting to
ZVP- Bancassurance
Band
3
Location
Mumbai
KEY RESPONSIBILITIES:
• Will be responsible for the Bancassurance (YBL) partnership in Mumbai.
• 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 - +0%.
• 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-+ yrs combined work experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship.
Experience: 12.00-14.00 Years
