Cluster Manager Banca | Life Insurance | Himanchal Pradesh

We currently have an urgent opening in the Banca Vertical with major life insurance companies for the Himachal Pradesh location.

Location -Baddi,Bilaspur,Chamba,Dalhousie,Dharamsala

• To drive insurance sales through the Banca channel effectively: Supervise bank branches partnered with the channel.
• Regularly engage with cluster heads and bank personnel to oversee daily operations.
• Assist assigned relationship managers (RMs) in meeting sales targets.
• Maintain high levels of persistency, productivity, and compliance in the designated zone.
• Conduct training sessions in bank branches, conduct HNI insurance calls, and conduct regular reviews with sales and branch managers to implement corrective actions.
• Manage various Management Information Systems (MIS) for monitoring sales, contests, and training initiatives for both the channel partner and internal teams.
• Provide guidance and support for submissions, policy issuances, and resolution of pending matters for channel partner employees, internal RMs, and other stakeholders.
• Cultivate strong relationships with bank cluster heads, ensuring regular communication to assess business performance and solicit support for maintaining productivity.
• Monitor case sizes and promote a balanced product mix to improve persistency.
• Ensure team and individual sales targets are achieved, facilitating effective collaboration between the internal team and channel partner to enhance company sales and responsiveness.
• Coordinate with HR to align recruitment activities with plans and support RMs in achieving career progression targets.
• Enforce adherence to SOPs and sales processes, taking corrective actions against any violations.
• Attain targets for new business premiums, RM activation, and product mix.

If interested, please feel free to call us @7527804567 or can mail us onmonika.dabbi@lavyaassociates.com

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