Zonal Head - Rural Banking - IDFC First Bank
Tata AIA Life
5 - 10 years
Indore
Posted: 14/08/2025
Job Description
IDFC BANCASSSURANCE PARTNERSHIP
- Position Overview
Position Title | Zonal Manager |
Department | IDFC First Bank |
Level/ Band | AVP / Senior Manager |
Role Summary:
- Liase with Bank's Zonal officers and ensure alignment on Life Insurance Business
- Visit zones, regions, districts and branches - interact with Zonal, Regional officers and Bank branch managers
- Guide and support team to ensure achievement of targets
- Ensure activation, persistency & productivity is maintained.
- Ensure quality of recruits hired in the team
- Maintain & drive compliance at the zone
- Organizational Relationships
Reports To | National Head |
Supervises | Cluster Managers and KAM |
- Job Dimensions
Geographic Area Covered | Zone (s) |
Stakeholders Internal | Supervisors, Team (Regional officers, KAMs), Ops, Underwriting, Legal |
External | IDFC First - Channel Partner |
- Key Result Areas
Partner and Client Management | · Exceeding zonal targets (NB, renewal, STP, digitisation, product mix etc) · Interact with the Bank Zonal Officer and his/her team to ensure alignment towards Tata AIA in life insurance · Ensure team is focused on Sales and support to all branches assigned. · Drive local contests and engagements to engage teams · Keep track of all contests and initiatives launched - bank, other insurers and Tata AIA Life · Maintain a strong relationship with Zonal officer, Regional Officer and Bank Branch manager - interact with them regularly to assess business status. Take help from them to push & motivate them to maintain productivity · Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner · Aid the bank branches to adopt new processes and technology |
Team Management | · Assign target to each Regional Officer at a district level - NB, renewal, STP, resolutions, special projects/initiatives undertaken, product mix. · Ensure team is hands on with each branch and maintains a high engagement level with each member · Team development and training · Retention of high performing talent · Keep National Head updated about on - ground activities by Bank and competitors · Coordinate with HO on various initiatives, updates, reviews, partner requirements |
Customer service | · Ensure adequate customer service - grievance redressal, claim settlement, renewal etc. |
E Skills Required
Technical | · Good product knowledge · Good knowledge of MS Office | |
Behavioral | ||
Essential | Desired | |
Interpersonal skills | · | |
Communication skills | · | |
Creative thinking skills | · | |
Supervising / Leadership skills | · | |
Teamwork Skills | · | |
Influencing skills | · | |
Relationship Building skills | · | |
Decision making skills | · |
F Incumbent Characteristics
Essential | Desired | |
Qualification | Graduation | Post graduate/Insurance specific training |
Experience | Should have at least 12 to 15 years' experience of sales with at least 5 years' experience in leading teams. Needs to have rural Banca sales experience in the insurance parlance. |
About Company
Tata AIA Life Insurance is a joint venture between Tata Sons and AIA Group. It offers a range of life insurance, protection, and investment products, with a strong focus on long-term financial planning and digital-first services.
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