CLUSTER MANAGER - NEW DELHI
CLUSTER MANAGER - NEW DELHI
Posted on :
05-06-2025
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1 Vacancy
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Job Description
ROLE PROFILE
BASIC INFORMATION ON THE ROLE
Role Name / Designation Cluster Manager
Function / Department Sales Grade/Level Manager/Sr Manager
Reporting to
Functionally Administratively
Regional Business Manager Regional Business Manager
Reportees - BM AMB/SE CRO CRM
PURPOSE OF THE ROLE
The purpose of the role is to drive several branch teams across a cluster by designing and developing sales
strategies & support thereof in alignment with Company s overall plan achieving operational excellence
Regulatory compliance as per statute and knowledge empowerment through training with the overall objective to
achieve Revenue target of the Cluster.
KEY RESPONSIBILITIES OF THE ROLE
To ensure achievement of Revenue target branch-wise.
To decide on product wise sales strategies and provide advice on sales promotion vertical wise revenue budget
management for a profitable result.
To plan and implement strategy for new customer acquisition devise customer relationship programs etc.
To drive and achieve cross sale target as per yearly approved plan
To monitor and ensure Branch wise achievement of collectable renewal dues under all verticals
To monitor Renewal persistency level and necessarily follow up to reach overall Company s plan
Effective use of Principals Partner Portal
Daily monitoring of branch business process and ensuring achieving TATs for distribution benchmark
To monitor business quality to keep surrender & CDR within the Company s plan
Service to the customers. Area includes Customer Complaints Policy Owners Service request Claims Policy
Pack Delivery Discrepancy resolution etc
Identify select and arrange training of PFPDL employees posted at branches and get them licensed/ certified with
IRDA / NISM and renewal of existing licenses
Develop training programs and its materials product sales stories being an enabler to improve confidence and
efficiency
Conduct training needs analysis and also develop revise/update deliver and evaluate training and development
courses. Source liaise with and manage internal trainers and external course providers. Assist in developing and
implementing talent development and management initiatives.
Maintain up-to-date knowledge of new regulations market practices relevant to products update knowledge with
the assistance of Principals and disseminate any new requirements appropriately.
To implement different H.O. directives/ initiatives at branches across the cluster.
To maintain relationship with Principal and ensure required / agreed support to branches.
Increasing effectiveness of sales team
To maintain business hygiene at branches
Assessment of finding gaps in regard to training and take corrective action
Practice adult learning methodology
KEY PERFORMANCE INDICATORS
Budgetary achievement in revenue generated from LI GI HI & MF (vertical wise)
Renewal target under all verticals & 13 months renewal persistency.
Achievement of business drivers as per overall plan of the Company
# New Customer Generation # Retention % of existing customers # Achievement of Cross Sale Plan
Regulatory & internal compliance with adherence to Code of Conduct
Achievement of various TATs for distribution benchmark
Ensure the defined quantified norms to monitor and review training productivity enhancement of participants post
training is adhered to.
Effective and efficient usage of the training management system for management of timelines cost and
productivity of the trainers and training programs.
Support in activities to ensure training planning execution and review is done to achieve higher standard through
various measures.
MISCELLANEOUS ACTIVITIES
To explore analyze and identify new positioning activities.
To finalize product packaging and launch strategy in consultation with superiors.
To develop strategies for sales team training in consultation with all concerned
KEY INTERACTION
Internal Nature or purpose of interaction
Head of Sales To seek information on and discuss product viability and budgeting
Head IT To seek information on MIS related requirements
Head - Customer Service &
PO
To discuss matters relating to Operations Customer Service & Regulatory
Compliance
Head LD & SD Budgeting and cost management training management MIS Support Content
support.
Other HODs To discuss matters related to their departments.
RBM BMs and branch team To ensure and review business planning and budgeting.
External Nature or purpose of interaction
External Vendor To organize events and marketing campaigns and promotional activities.
Principals To discuss promotional activities and other related matter
Requirements
1. MINIMUM QUALIFICATION - GRADUATE.
2. EXPERIENCE IN INSURANCE PRODUCTS PREFERABLE.
3. EXPERIENCE IN CHANNEL SALES PREFERABLE.
4. EXPERIENCE ABOUT LOCAL MARKET PREFERABLE.
5. EXPERIENCE - 5 YEARS
6. CTC- 10-12 LPA
Channel Distribution, Agency Handling, Broking of Insurance Products under the category of Life, Health and General Insurance principal agents, agency channel.
Education
GRADUATION.
Employment Type
Full Time
Key Skills
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