Planning

- Undertake planning for achieving sales targets for the cluster.
- Develop sales targets for the branches within the cluster.
- Ensure monitoring and analysis of performance of each branch in the cluster against identified targets.
- Implement incentive schemes for bank employees within the cluster.

Strengthen relationship with Branch Managers/ CROs of the partner banks

- Manage & enhance relationship with the Branch Managers/ CROs of the partner banks.
- Engage all the employees of the bank branches in insurance sales.
- Maintain transparent communication with the Branch Managers of the partner banks.

Sales growth and cost management

- Ensure achievement of sales targets for the cluster
- Ensure successful launch of new products and marketing promotional.
- campaigns within the Cluster
- Review monthly sales targets and performance of Business Managers/ CROs




- and discuss with Business mangers/ CROs on backlog, customer feedback,
- and other insights from field force
- Effectively manage overheads and thus ensure reduction of cost of operations.
- for the cluster

Customer satisfaction and retention

- Monitor satisfaction of the cluster's customers through a customer satisfaction index based on parameters such as customer complaints.

People Management

- Develop the recruitment and training plan for the Business Managers in line with the overall recruitment & training plan and ensure recruitment and training of the team as per the plan.
- Resolve any issues related to the Business managers/ CROs.
- Ensure CROs meet their training requirements.
- Ensure employee satisfaction and motivation.

📌 ABH Shivamogga (India)
🏢 Skywings Advisors
📍 India