Position Title : Regional Head, Banca Business Development
Department : Partnership
Reporting to : Partnership Business Director
JOB PURPOSE / PRINCIPAL ACCOUNTABILITIES:
Regional Head role is responsible for driving bancassurance sales performance across assigned bank branches, developing strong partnerships with bank leadership, and ensuring sustainable business growth. This role oversees sales teams or Insurance Sales Staff, builds capability, and ensures adherence to compliance and service standards.
Sales Management & Business Growth
- Achieve overall sales targets, productivity, and business KPIs for assigned bancassurance region/branches.
- Monitor daily/weekly performance and provide on-the-ground support to maximize sales conversions.
- Develop and execute sales strategies, campaigns, and action plans to increase penetration and activation of bank branches.
Partnership & Relationship Management
- Build strong relationships with bank branch managers and banking leadership to ensure alignment, support, and joint business planning.
- Conduct regular business reviews with bank stakeholders to analyze results, identify opportunities, and resolve gaps.
- Coordinate marketing activities, events, and customer engagement programs with the bank.
Team Leadership & Coaching
- Lead, coach, and motivate bancassurance sales teams (Banca Business Manager and ISS) to drive high performance.
- Conduct regular training, skill assessments, and on-job coaching to improve product knowledge and consultative selling.
- Support recruitment, onboarding, and capability building for new and existing team members.
Customer Experience & Quality Assurance
- Ensure all customer interactions follow professional advisory standards and deliver positive customer experience.
- Monitor sales quality, documentation accuracy, and policy persistency.
- Support complex cases or escalations involving underwriting, claims, or customer concerns.
Compliance & Operational Excellence
- Ensure sales practices comply with internal policies, regulatory requirements, and bank procedures.
- Maintain proper documentation, reporting, and pipeline management.
- Conduct regular audits of branch activities to ensure consistent operational standards.
JOB REQUIREMENTS:
Education & Experience
- Bachelor’s degree in business, Finance, Banking, Marketing, or related field.
- Minimum 3–5 years of experience in banking, insurance sales, or financial services (bancassurance experience highly preferred).
- Minimum 1–2 years of supervisory or team leadership experience.
Skills & Competencies
- Strong business acumen and proven ability to drive sales performance.
- Excellent relationship management with strong influencing and stakeholder engagement capability.
- Strong leadership, coaching, and team management skills.
- Good analytical and problem-solving ability.
- Excellent communication, negotiation, and presentation skills.
- Ability to work under pressure and manage multiple branches/teams.
Other Requirements
- High integrity and strong compliance mindset.
- Good understanding of insurance products and banking operations.
- Willing to travel frequently to assigned branches.
- Professional appearance and customer-focused attitude.
