Area Business Head - Banca Direct

Why IndiaFirst Life?

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250+ awards

Across functions

since inception

Among India’s Top 50 Best Workplaces in BFSI (2024)

Great Place to Work for

six consecutive years

(2019-2024)

Best Microinsurance Company award at ASSOCHAM 6th edition of Insurance Leaders Meet 2024

Fastest growing private insurance company in the country

Digital Transformation Initiative of the Year – India at the Insurance Asia Awards 2024

Greetings from IndiaFirst Life

IndiaFirst Life is promoted by Bank of Baroda and Union Bank of India. With our strong foundation, we are driven by a relentless passion for success, guided by values that matter.

We appreciate your interest in working with us.

Recognizing

• Achievements
• Celebrating People and Success
• Accelerating Growth
• Empowering Employees

In return, we are committed to creating a culture of CARE , where we focus on:

• Be Honest
• Think New
• We celebrate those who embody our Core Values:
• Be Helpful
• Do More

Locations

• Ahmedabad
• Mumbai
• Pune
• Surat
• Vadodara

Your journey with us begins here, where success is more than just a possibility— it’s the Certainty of Life.

Qualifications

Graduate , preferable postgraduate in Marketing an MBA from reputed institute

Work Experience:

6 years (In Insurance / Banking / and Finance)

2 years in Direct Channel (preferable)

Location:

Grade:

Designation:

Deputy Manager/ Manager / Senior Manager

Job Description At A Glance:

Planning

• Undertake planning for achieving sales targets for the cluster.
• Develop sales targets for BDM wise for assigned Territory.
• Ensure monitoring and analysis of performance of each BDMs in the team against assigned targets.

Sales growth and cost management

• Ensure achievement of sales targets for the Team
• Review monthly sales targets and performance of BDMs
• Effectively manage overheads and thus ensure reduction of cost of operations.

Customer satisfaction and retention

• Monitor satisfaction of the cluster’s customers through a customer satisfaction index based on parameters such as customer complaints.

People Management

• Develop the recruitment and training plan for the Business Managers in line with the overall recruitment & training plan and ensure recruitment and training of the team as per the plan.
• Resolve any issues related to the Business & Team Members.
• Ensure employee satisfaction and motivation.

QUALITATIVE

• Training & Skill Building of BDMs
• Providing support to Every BDMs to improve their performance.
• Quality Services to mapped Customers for strong Business relationship.

QUANTITATIVE

• Cluster’s Sales Target achievement
• Cluster’s profitability achievement
• Cluster’s Sales force productivity

What are the role’s deliverables/goals?

1. What are your roles and responsibilities?

Behavioural competencies

• Experience in dealing Customers for Service & up selling.
• Good Communication Skills
• Experience in leading sales team.

Functional competencies

• Market knowledge
• Sales & distribution operations understanding

Competencies

• Competencies