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.

Qualifications

• Bachelor’s degree in Business, Finance, Marketing, or related field.
• 3–5 years of relevant experience in banking, insurance, or financial services.
• Strong leadership, communication, and partner management skills.
• Good analytical and reporting skills.
• Ability to multitask, manage teams, and work cross-functionally.
• Willingness to travel frequently to branches.