Area Manager Banca | Life Insurance | Mumbai

We have an immediate opening with leading life insurance companies in the Banca vertical.

Main Duties Involve

• Generate revenue through the Banca route.
• Oversee bank branches linked to partners in the channel.
• Regularly communicate with cluster leaders and bank staff to oversee operations efficiently.
• Assist and oversee Relationship Managers (RMs) to meet revenue goals.
• Ensure ongoing, efficient, and high-quality hiring within the designated area.
• Run training sessions at bank branches, make high-net-worth client outreach calls, and conduct routine feedback sessions with Sales Managers and Branch Managers to implement timely changes.
• Keep track of multiple MIS for monitoring income, promotions, and training for both channel partners and internal teams.
• Offer guidance and support to channel partners employees, internal team RMs, and stakeholders regarding applications, approvals, and issue resolution.
• Build strong connections with Bank Cluster Leaders to assess business reputation and efficiency.
• Track case volumes and product mix to maintain consistency.
• Ensure team and individual revenue targets are achieved.
• Foster connections between the internal team and channel partners to enhance income and responsiveness.
• Work with HR to ensure hiring matches strategic plans and assist RMs in achieving development goals.
• Implement policies and revenue processes strictly, taking corrective action as necessary.
• Meet NB top-tier goals, efficiently manage RMs, and maintain a balanced product mix.

If interested, please feel free to call us @7307115678 or can mail us onneha.verma@lavyaassociates.com.

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