Role: Cluster Manager Banca Channel

Location: Chennai (Anna Nagar & Mylapore)

Role Summary:

This position will be responsible to drive business for the assigned cluster by enhancing productivity & keeping an outcome oriented approach. Igniting passion and enabling team members to achieve targets in various parameters of the business.

Key Focus areas:

- Conversion rate, product mix, persistency, hiring & retention of team and a high % of executives exceeding planned productivity standard.
- Build progressive partnership with the stakeholders in the bank at Cluster and Branch level.
- Ensure Business Plans are discussed & agreed with Cluster Head on monthly basis & ensuring key actions are executed and reviewed.
- Drive sales for the cluster as per assigned target, identify potential customers and current business opportunities.
- Conduct regular performance reviews & give constructive feedback to ensure outcome is achieved
- Daily updates in alignment with Clusters of focused business parameters-Business Plan, Branch Seller Activation and persistency and thereby tracking the performance in all the parameters.
- Anticipate training needs for the Banks seller,



create leraning oportunities to upskill & spread awareness of our line of products.
- Drive a cuture of recognition to accelerate revenue generation in the channel.
- Ensure operational effectiveness & control, workflow complaince with all regulatory requirements
- Ensure Talent attraction, retention & development & reduction in of cost of operations & manpower
- Drive a culture of recognition to motivate team members & accelerate revenue generation in the cluster
- Collaborates with the objective to support and contribute to bank strategy

Qualifications & Competencies:

- Graduate/Postgraduate with minimum of 2 years of experience in leadership in Life Insurance in Bancassurance
- Overall, 7 -15 years of relevant experience in Insurance / BFSI
- Should be a go -getter who is focused & assertive to achieve the outcome
- Relationship & networking, leading people, effective management of process
- Competition mapping & gathering market intelligence report on new updates
- Growth Mindset & effective stakeholder partnership is key to this role

Thanks & regards,

Jolly Nayak

3POINTHRM

📌 Cluster Manager (Chennai)
🏢 3 Point HRM
📍 Chennai