23 Oct
TATA AIA LIFE INSURANCE
Kolkata
JOB DESCRIPTION : Cluster MANAGER IDFC BANCASSSURANCE PARTNERSHIP
Position Overview
Position Title
Cluster Head
Department
IDFC First
Level / Band
Sr. Manager
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 / RM / CSM
Job Dimensions
Geographic Area Covered
Cluster(s)
Stakeholders Internal
Supervisors, Team (KAMs / CSM), 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 new processes and technology
Team Management
- Assign target to each KAM / CSM 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 Skills Required
Technical
- Good product knowledge
- Good knowledge of MS Office
Behavioral
Essential
Desired
Interpersonal skills
Communication skills
Creative thinking skills
Supervising / Leadership skills
Teamwork Skills
Influencing skills
Relationship Building skills
Decision making skills
F Incumbent Characteristics
Essential
Desired
Qualification
Graduation
Post graduate / Insurance specific training
Experience
Should have at least 6-8 years’ experience of sales with at least 2 years’ experience in leading teams.
Preferably needs to have Banca sales experience in the insurance parlance.
15 to 20 pa
3 hours ago