Zonal Business Head - Branch Banking - IDFC First Bank

Position Title

Zonal Head - Branch Banking - IDFC First Bank

Department

IDFC First Bank

Level/ Band

AVP

Reports To

National Head

Supervises

Cluster Managers and KAM

Geographic Area Covered

Zone (s)

Stakeholders Internal

Supervisors, Team (Regional officers, KAMs), Ops, Underwriting, Legal

External

IDFC First - Channel Partner

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.

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

.

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.