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 solid 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 Jaipur
🏢 TATA AIA LIFE INSURANCE
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