JOB DESCRIPTION
- Position Overview

Position Title

Cluster Manager

Department

IDFC First

Level/ Band

Manager - 401

Role Summary:
- Liase with Bank’s Regional officers and Zonal Officers and ensure alignment on Life Insurance Business
- Visit zones and regions - interact with Zonal Officers, Cluster Officers and Bank branch managers
- Guide and support team to ensure achievement of targets
- Interact with customers to explain the products and solutions
- Ensure activation, persistency & productivity is maintained.
- Ensure quality of recruits hired in the team
- Maintain & drive compliance at the zone
- Organizational Relationships

Reports To

Zonal Manager

Supervises

KAM
- Job Dimensions

Geographic Area Covered

Cluster(s)

Stakeholders Internal

Supervisors, Team (KAMs), Ops, Underwriting, Legal

External

IDFC First bank – Channel Partner
- Key Result Areas

Partner and Client Management

· Exceeding regional targets (NB, renewal, STP, digitisation, product mix etc)





· Interact with the Bank Regional Officer and his/her team to ensure alignment towards Tata AIA in life insurance

· Engage with customers to explain the products and promote the brand

· Ensure team is focused on Sales and support to all branches assigned.

· Drive local contests and engagements to engage teams

· Keep track of all contests and initiatives launched – bank, other insurers and Tata AIA Life

· Maintain a strong relationship with Regional Officer and Bank Branch manager - interact with them regularly to assess business status. Take help from them to push & motivate them to maintain productivity

· Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner

· Aid the bank branches to adopt current processes and technology

Team Management

· Assign target to each KAM at a branch level – NB, renewal, STP, resolutions, special projects/initiatives unde

📌 Cluster Sales Manager (New Delhi)
🏢 TATA AIA LIFE INSURANCE
📍 New Delhi