Cluster Head - Urban Banking - IDFC First Bank

Cluster Head - Urban Banking - IDFC First Bank

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

- Job Dimensions







Stakeholders Internal

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

- 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

E Skills Required

Technical

· Good product knowledge

· Good knowledge of MS Office

F Incumbent Characteristics

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.

▶️ Cluster Head - Urban Banking - IDFC First Bank
🖊️ Tata AIA Life
📍 Kolkata