Position Overview The Bank Banca Team Manager is responsible for driving sales growth, managing operational excellence, and maintaining strong communication with bank partners. This role ensures smooth execution of bancassurance activities across assigned branches, supporting both sales performance and operational compliance. Key Responsibilities 1. Business Growth (40%) Drive monthly and quarterly sales targets across assigned bank branches. Conduct weekly sales planning, performance review, and pipeline follow-up. Support Branch Managers, and frontline staff through coaching, motivation, and joint fieldwork. Coordinate product training and skill development activities. Identify high-potential branches and design targeted activation plans. Monitor APE performance, conversion rates, and branch productivity. 2. Operations & Process Management (40%) Oversee end-to-end bancassurance operations including policy submission, documentation, and after-sales handling. Ensure compliance with bank and insurer SOPs, internal controls, and regulatory guidelines. Resolve operational issues, customer complaints, and system irregularities quickly and efficiently. Coordinate with underwriting, claims, customer service, and back-office teams to ensure smooth workflows. Ensure accuracy of daily reports, dashboards, and branch activity data. Support process improvements, digital tools adoption, and transformation initiatives. 3. Partner Relationship Management & Internal Communication (20%) Act as the primary liaison between the insurer and bank. Build and maintain strong relationships with Zone Heads, Branch Managers, and key bank stakeholders. Conduct regular branch visits, business reviews, and strategic partner meetings. Communicate product updates, campaigns, marketing activities, and operational changes clearly to all branches. Align objectives of both organizations to ensure sustainable business growth. Maintain a high level of partner satisfaction through consistent engagement and support.
Design, develop, and deliver effective learning programs (including workshops, e-learning, seminars, and on-the-job training) that align with business goals and employee development needs Work closely with trainers and leadership teams to develop career program progression programs, succession planning and leadership development initiatives. Manage the learning development budget, ensuring resources are allocated efficiently and effectively to meet organizational needs. Foster a culture of continuous learning and improvement within the organization by promoting professional development opportunities and creating a positive learning environment. Develop and maintain training materials, resources, and documentation for current and future training programs. Identifying and selecting external trainers or training school that align with the organization’s needs. Perform any other ad-hoc tasks as assigned by management
- Define monthly tactical roadmap for mobile wallet. Collaborate with senior management to align the product strategy with the overall business objectives (e.g., user acquisition, revenue growth, cost reduction). - Develop and present comprehensive Business Cases for all major new product initiatives, including market opportunity analysis, projected financial returns (ROI), cost estimates, and risk analysis. -Oversee the entire requirements process, ensuring that all BRDs and Functional Specifications are robust, prioritized against strategic goals, and signed off by all key business owners (Compliance, Finance, Risk, operation,business, technology). - Serve as the accountable party of the entire project portfolio for the Wallet Department. - Lead, mentor, and conduct performance reviews for the Project and Product Management team (Officers, Assistants). -Lead the communication and coordination among all internal stakeholders (Technology, Operations, Marketing, Legal, Compliance, Finance) to ensure alignment and resource availability for projects. -Manage strategic relationships with third-party technical vendors and payment partners, ensuring their deliverables meet the agreed timelines. -