Cluster Sales Manager - Branch Banking - IDFC First Bank
- MS Office
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Join Tata AIA Life Insurance, a leading and fastest-growinglife insurance provider in India, established in 2001 as a joint venturebetween Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy oftrust, integrity, and excellence, combining Tata's esteemed leadership withAIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be thepre-eminent protection provider enabling dreams and inspiring healthier,happier lives.
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Fuel your future with us, find your wings, and S.O.A.R. –Shape opportunities, Optimize your potential, Accomplish meaningful work, andReap holistic growth.
A. PositionOverview
Position Title | Cluster Sales Manager - Branch Banking - IDFC First Bank |
Department | IDFC First Bank |
Level/ Band | Manager/401 |
Role Summary:
- Liase with Bank’sRegional officers and Zonal Officers and ensure alignment on Life InsuranceBusiness
- Visit zones andregions - interact with Zonal Officers, Cluster Officers and Bank branchmanagers
- Guide and supportteam to ensure achievement of targets
- Interact withcustomers to explain the products and solutions
- Ensureactivation, persistency & productivity is maintained.
- Ensure quality ofrecruits hired in the team
- Maintain &drive compliance at the zone
B. OrganizationalRelationships
Reports To | Zonal Head |
Supervises | KAM/RM |
C. JobDimensions
Geographic Area Covered | Clusters |
Stakeholders Internal | Supervisors, KAMs, RMs, Ops, Underwriting, Legal |
Stakeholders External | IDFC First Bank – Channel Partner |
D. KeyResult Areas
Partner and Client Management
| · Exceeding branch level targets (NB, renewal, STP, digitization, product mix etc.) · Interact with the Bank branch teams and customers to explain the products and promote the brand · Sales and support to all branches assigned – complete documentation, medicals, close pending documentation. · Drive local contests and engagements to engage teams · Keep track of all contests and initiatives launched – bank, other insurers and Tata AIA Life · Maintain good relationship with Bank Branch manager - interact with him 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 new processes and technology |
Team Management | · Assign target to each KAM at a branch level – NB, renewal, STP, resolutions, special projects/initiatives undertaken, product mix. · Ensure team is hands on with each branch and maintains a high engagement level with each member · Team development and training · Retention of high performing talent · Keep ZH and National Head updated about on – ground activities by Bank and competitors |
Customer service | · Ensure adequate customer service – grievance redressal, claim settlement, renewal etc. |
E. SkillsRequired
Technical | · Good product knowledge · Working knowledge of MS Office | |
Behavioral |
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| Essential | Desired |
Interpersonal skills | · |
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Communication skills | · |
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Creative thinking skills | · |
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Supervising / Leadership skills | · |
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Cluster Sales Manager - Branch Banking - IDFC First Bank · Tata AIA Life Insurance