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CLUSTER MANAGER

Peerless Financial Products Distribution

1 - 3 years

7 - 10 Lacs

Hyderabad

Posted:2 weeks ago| Platform:

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Skills Required

Customer acquisition Training Sales strategy Operational excellence IRDA Training need analysis Customer relationship Customer service Financial services Sales promotion

Work Mode

Work from Office

Job Type

Full Time

Job Description

The purpose of the role is to lead several branch teams across a cluster by designing and developing sales strategies & support thereof in alignment with Companyoverall 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 sales target as per yearly approved plan.
To monitor Renewal persistency level and necessarily follow up to reach overall Companyplan.
Customer Service includes resolving Customer Complaints & Discrepancy resolution etc.
Identify, select & arrange training of PFPDL employees posted at branches and get them licensed/ certified with IRDA and renewal of existing licenses.
Conduct training needs analysis and also develop training programs and its materials, product sales stories, being an enabler to improve confidence and efficiency.
Maintain up-to-date knowledge of new regulations, market practices relevant to products, update knowledge with the assistance of Principals & their Portals & disseminate any new requirements appropriately.
To implement different H.O. directives at branches across the cluster.
Increasing effectiveness of sales team & to maintain business hygiene at branches.

Qualifications

;
Strong business development, sales, & negotiation skills.
Knowledge of insurance products, mutual funds, and financial services.
Excellent communication and interpersonal abilities.
Ability to analyze market trends & opportunities.
Proven track record of meeting & exceeding sales targets with successfully leading & handling a team/branch.

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