Regional Insurance Manager

Idfc First Bank Limited; Chennai; On-site; INR 2,500,000 - 4,000,000; Full time

Job summary

Idfc First Bank Limited is seeking a Regional Insurance Manager to drive insurance growth across a designated region by engaging with internal verticals and external partners. You will collaborate with Regional Managers and branch teams to increase activation, generate leads, and align products with customer needs.

The role serves as the primary interface for insurance solutions for staff and customers, ensuring compliance, training, and process alignment while supporting regional campaigns and

Qualifications

• Experience of 10–12 years in insurance sales, bancassurance, or wealth management.
• Experience in stakeholder engagement and regional business development.

Responsibilities

• Engage with internal business verticals to drive insurance activation and lead generation across branches.
• Collaborate with Regional Managers and branch teams to ensure appropriate product offerings based on customer needs.
• Act as the primary interface for insurance-related queries and solutions for bank staff and customers.
• Drive customer-centric insurance solutions through need-based analysis and recommendations.
• Ensure training, certification, and process alignment for all stakeholders.
• Always maintain compliance with regulatory and internal guidelines.
• Build and maintain strong relationships with external stakeholders and insurance partners to create synergies.
• Support operational alignment and process improvements across the region.
• Assist in driving insurance campaigns and customer engagement initiatives.

Skills

Insurance products knowledge

Customer needs analysis

Relationship management

Cross-functional collaboration

Compliance

Education

Graduation: Any discipline

MBA / PGDM

Job description

Job Requirements

About the Role

The Regional Insurance Manager will be responsible for driving insurance business growth across the designated zone or region by engaging with internal business verticals and external partners. The role involves working closely with Regional Managers and branch teams to increase activation, generate leads, and ensure the right product offerings are aligned with customer needs. The incumbent will also serve as the primary interface for insurance-related solutions, ensuring compliance, training, and process alignment across the region.

Key Responsibilities

Primary Responsibilities

• Engage with internal business verticals to drive insurance activation and lead generation across branches.
• Collaborate with Regional Managers and branch teams to ensure appropriate product offerings based on customer needs.
• Act as the primary interface for insurance-related queries and solutions for bank staff and customers.
• Drive customer-centric insurance solutions through need-based analysis and recommendations.
• Ensure training, certification, and process alignment for all stakeholders.
• Always maintain compliance with regulatory and internal guidelines.

Secondary Responsibilities

• Build and maintain strong relationships with external stakeholders and insurance partners to create synergies.
• Support operational alignment and process improvements across the region.
• Assist in driving insurance campaigns and customer engagement initiatives.

What We Are Looking For

Education

• Graduation: Any discipline (Full-Time)
• Postgraduation: MBA / PGDM (Preferred)

Experience

• Minimum 10-12 years of relevant experience in insurance sales, bancassurance, or wealth management.
• Experience in stakeholder engagement and regional business development.

Skills and Attributes

• Strong understanding of insurance products and customer needs analysis.
• Excellent relationship management and communication skills.
• Ability to collaborate across teams and drive activation at the regional level.
• Proactive and solution-oriented mindset.
• Commitment to compliance and process excellence.