Area Head

Reports to - Regional Head

Reported by - FSM

Roles and Responsibilities

• Recruitment of Manpower (FSM & UH)
• Manage relationship with Bank Hierarchy
• Planning and Adherence to area activity calendar (Daily/Weekly/Monthly)
• Organize, Conduct and Review Lead generation activities with Banca Partners
• Organize, Conduct and Review customer engagement activities in the area
• Leads Management (Generation, Allocation and Fulfilment)
• Tracking of allocated leads till closure, login and issuance
• Support sales team on the field through joint calls
• Impart training to the unit sales team for higher efficiency
• Ensure Business quality through proper due diligence
• Tracking of Renewal Business Collection as per plan
• Conducting Periodic Performance Review of Area Heads
• Share reports and MIS within prescribed timelines.

Key Performance Indicators

• Achievement of New Business target as per plan
• Maintain Renewal Persistency as per benchmark
• Ensure manpower on boarding as per budget
• Achieve targeted FLS Activation and Productivity
• Manage business leakage within acceptable standards
• Adherence to Activity Score Card Metrics at Unit Level
• Sales Team growth and development as per plan
• Training and Certification of self as per learning roadmap
• Qualification - Minimum Graduate or equivalent. MBA preferred
• Experience - Minimum 5-10 years in Insurance Sales
• Skills Required - Self-Discipline, Leadership, Networking, Selling, Servicing
• Age - Up to 50 years.

Candidate Profile

• Branch/Unit Leaders/Supervisors in Insurance Industry
• Area/Cluster Leaders/Supervisors in Insurance Industry
• Experience in Life Insurance - Bancassurance (BANCA) channel
• Strong experience in Open Architecture preferred
• Immediate joiners preferred
• For Pune, candidates should preferably be residing near Baner / Kothrud, as the role will involve handling these branches
• For Mumbai, candidates should preferably be residing near Vashi / Panvel / Vasai / Virar, as the role will involve handling these branches.
• For Gujarat, candidates should preferably be residing near Ahmedabad / Surat / Mehsana, as the role will involve handling these branches.
• Candidates with relevant experience and willingness to work across the mentioned locations are encouraged to apply.