24 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.
CTC
15 to 20 pa
▶️ Cluster Head - Urban Banking - IDFC First Bank
🖊️ TATA AIA LIFE INSURANCE
📍 Kolkata