Cluster Manager Banca | Life Insurance | Uttarakhand
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Job Description
Location -Dehradun , Haldwani , Haridwar , Kashipur, Nainital
- To enhance insurance sales through the Banca channel: Supervise bank branches affiliated with the channel partner
- Regularly interact with cluster heads and bank staff to oversee daily operations
- Support assigned relationship managers (RMs) in achieving sales goals
- Maintain high levels of persistency, productivity, and compliance within the designated zone
- Conduct training sessions in bank branches, engage in insurance calls with HNI clients, and conduct regular reviews with sales managers and branch managers for 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 resolving pending matters for channel partner employees, internal RMs, and other stakeholders
- Foster strong relationships with bank cluster heads, ensuring regular communication to assess business performance and seek support for maintaining productivity
- Monitor case sizes and promote a balanced product mix to enhance persistency
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- Ensure team and individual sales targets are met, facilitate effective collaboration between the internal team and channel partner to drive company sales and responsiveness
- Coordinate with HR to align recruitment activities with plans and support RMs in achieving their career progression targets
- Enforce adherence to SOPs and sales processes, taking corrective measures against any violations
- Achieve targets for new business premiums, RM activation, and product mix
This job is provided by Shine.com
Skills
Life InsuranceIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
Important dates & deadlines?
Application Deadline
11 Aug 24, 01:47 PM IST
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