Role & responsibilities

1. Team Leadership and Development:

- Team Management: Lead, manage, and motivate a team of Relationship Managers and Assistant Relationship Managers.
- Performance Reviews: Conduct regular performance reviews and provide constructive feedback to team members.
- Mentorship: Act as a mentor to the team, fostering a positive and productive work setting.

2. Relationship Management:

- Key Account Management: Develop and maintain strong relationships with key personnel at partner bank branches.
- Bank Staff Engagement: Engage with bank staff to promote collaboration and drive insurance sales through effective communication and support.
- Customer Focus: Ensure high levels of customer satisfaction by addressing client needs promptly and effectively.

3. Performance Monitoring and Reporting:

- Sales Tracking: Monitor sales performance across the cluster and ensure targets are met or exceeded.
- Reporting: Prepare and submit regular sales reports to senior management,



highlighting performance metrics and areas for improvement.
- Data Analysis: Analyze sales data to identify trends, gaps, and opportunities for growth.

4. Customer and Client Interaction:

- Customer Engagement: Interact with customers to understand their insurance needs and provide appropriate solutions.
- Client Feedback: Collect and analyse client feedback to improve service delivery and customer satisfaction.
- Issue Resolution: Address and resolve customer complaints and issues promptly and effectively.
- You will be responsible for multiple locations.

Preferred candidate profile

- Strong leadership and team management skills.
- Excellent communication and interpersonal skills.
- Strategic thinking and problem-solving abilities.
- Knowledge of MS Office applications (Word, Excel, PowerPoint).

Ability to work under pressure and meet tight deadlines.

📌 Cluster Manager (Rajkot)
🏢 Shriram Life Insurance
📍 Rajkot