Cluster Manager Patiala

Cluster Manager Patiala

09 Sep
|
Skywings Advisors
|
Patiala

09 Sep

Skywings Advisors

Patiala

The Cluster Manager – Bancassurance will be responsible for driving life insurance sales through partner bank branches within the assigned cluster. The role involves managing bank relationships, driving revenue targets, leading a team of Relationship Managers/BDMs, and ensuring business growth through the banca channel.

Key Responsibilities:
Business Development & Sales
Drive life insurance sales through partner bank branches.
Achieve cluster-level premium targets (APE / FYP / RWRP).
Develop and implement sales strategies to maximize revenue.
Monitor daily sales performance and pipeline management.
Relationship Management
Build solid relationships with Bank Cluster Heads, Branch Managers, and key stakeholders.
Ensure regular engagement with banking partners.
Conduct joint sales calls with Relationship Managers.
Team Management
Lead, mentor, and manage a team of Relationship Managers / Banca Officers.
Conduct regular performance reviews and training sessions.
Ensure productivity per RM as per company benchmarks.
Training & Activation




Conduct training sessions for bank staff on life insurance products.
Drive activation of current bank branches within the cluster.
Improve product penetration across mapped branches.
Compliance & Process Adherence
Ensure adherence to IRDAI guidelines and company compliance standards.
Maintain documentation and process accuracy.
Ensure proper issuance and persistency ratios.
Reporting & MIS
Track daily/weekly/monthly sales numbers.
Share MIS and performance reports with senior management.
Monitor persistency and quality parameters.

Eligibility Criteria:
Graduate / Post Graduate (MBA preferred).
5–10 years of experience in Life Insurance / Bancassurance.
Minimum 2–3 years of team handling experience.
Solid experience in banca channel sales.

Key Skills Required:
Strong leadership & team management skills
Excellent relationship management
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📌 Cluster Manager Patiala
🏢 Skywings Advisors
📍 Patiala

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