Area Manager – Financial Services

Confidential • Bengaluru, Karnataka • Posted June 23, 2026

Position Overview

Roles & Responsibilities:

·Business Target:


-Achievement of business targets (OM, penetration, PE, NPE,etc.)for the teams in terms of all insurance and other products as defined and agreed upon.


-Goal setting for the team in conjunction with the Team Leader and Sales Manager


-Review the team’s product mix across types of loans / value of loans (Eqt, Housing, etc.) and appropriate open market share for all products (PAR / ULIP / Non Par) as per defined by all constituents.


-Implement and audit of the various defined processes and practices.


-Ensure fulfillment of smooth end-to-end process for every case sourced by the teams.


-Ensure all desired matrix and business composition (persistency, funded, non-funded, etc.) are met


·Coaching and Development:


-Enable the team members to reach maximum level of efficiency to improve professional and organizational effecti...