Senior Regional Insurance Manager
About this role
About the Role
The Senior Regional Insurance Manager is responsible for driving insurance business performance across the assigned zone or region by engaging with internal business verticals and external partners. The role focuses on increasing activation, lead generation, and product alignment based on customer needs. It also involves ensuring compliance, training, and certification across teams, while acting as the primary interface for insurance-related solutions and support for bank staff and customers.
Key Responsibilities
Primary Responsibilities
- Engage with all business verticals within the region to drive insurance activation and lead flow.
- Collaborate with Regional Managers and branch teams to ensure the right product offerings are aligned with customer needs.
- Monitor and enhance insurance productivity across branches, ensuring optimal product mix and customer retention.
- Act as the go-to resource for insurance-related queries and solutions for bank staff and customers.
- Drive customer-centric insurance solutions based on need analysis and product suitability.
Secondary Responsibilities
- Liaise with external stakeholders and insurance partners to build synergies and ensure alignment.
- Oversee training, certification, and process adherence across teams to maintain compliance.
- Ensure consistent delivery of insurance services in line with regulatory and internal standards.
Managerial & Leadership Responsibilities
- Provide indirect leadership across various business verticals and structures within the bank.
- Demonstrate maturity in handling employee, partner, and customer queries related to insurance.
- Foster a culture of customer centricity, compliance, and continuous improvement.
- Attract and retain top talent while promoting digital enablement and automation in insurance servicing.
What We Are Looking For
Education
- Graduation: Any discipline (Full-Time)
- Postgraduation: MBA / PGDM (Preferred)
Experience
- Minimum 12 +years of relevant experience in insurance sales, bancassurance, or financial services.
Skills and Attributes
- Strong understanding of insurance products and bancassurance operations.
- Excellent stakeholder management and interpersonal skills.
- Ability to drive performance across diverse teams and business units.
- Compliance-oriented with a focus on training and process alignment.
- Analytical mindset with a customer-first approach.
- Fluent in English with strong business communication skills.
Company at a glance
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Formed in December 2018 through the merger of infrastructure finance giant IDFC Bank and retail finance specialist Capital First, we commenced commercial banking operations in 2016. Our core principles:
Vision: Building a world-class bank in India, driven by ethical, customer-friendly, digital, and socially responsible banking principles.
Universal Bank: Offering a comprehensive range of services like Retail, MSME, Rural, Startups, Cash & Wealth Management, Deposits, Corporate & Government Banking, Working Capital, Trade Finance, and Treasury Solutions.
Ethical Banking: We follow a 'Near and Dear' test, ensuring products are customer-friendly enough for employees to recommend to loved ones. We simplify legal jargon for clarity and offer 'ZERO FEE Banking' on all savings account services like SMS alerts, IMPS, RTGS, NEFT, ATM withdrawals, and more, making it India’s 1st & only bank to do so.
Customer-Friendly Banking: IDFC FIRST Bank credits monthly interest on savings accounts, offers lifetime-free credit cards with non-expiring rewards and transparent fees.
Technology-led Banking: Seamless services across mobile, branches, internet banking, call centres, & relationship managers. Our mobile app, with 250+ features, is rated 4.8 on Google Play & the App Store.
Global rating agency Forrester ranked it India’s best & among the world’s top 20 for two consecutive years.
Social Good Banking: Focusing on financial inclusion, we serve 40M+ customers, with 16M lifestyle improvement loans,15M loans to 4.3M women entrepreneurs, 6.5M vehicle loans, 1M each for sanitation & livelihood, 300K SME, and 100K home loans.
ESG Goals: We hold high ESG scores, demonstrating our commitment to financial inclusion & social responsibility.
Creating a new-age, ethical and world-class institution for India is a privilege for its employees.
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