Cluster Sales Manager - Urban Banking - IDFC First Bank

Join Tata AIA Life Insurance, a
leading and fastest-growing life insurance provider in India, established in2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Ourcompany embodies a legacy of trust, integrity, and excellence, combining Tatasesteemed leadership with AIAs extensive pan-Asian expertise. At Tata AIA, our visionis to be the pre-eminent protection provider enabling dreams and inspiringhealthier, happier lives.

We foster a culture of innovation, inclusivity, and
continuous learning, offering dynamic career growth opportunities and asupportive work environment. Recognized as a "Great Place to Work"and recipient of the Kincentric Best Employer Award, we are committed toemployee satisfaction and holistic well-being. Our core value, "People -Our Core," emphasizes our dedication to inspiring our employees to be anddeliver their very best. Our aim is to attract, hire and develop highlycapable leaders who are just, fair, ethical, and accountable for their actions.We strive to provide our employees with the right training, technology,equipment, resources, and guidance to perform their job effectively. Ourpromise to you is to provide for a diverse, equitable, and inclusive workenvironment, where each employee is valued as an individual and treated withrespect, care, and compassion.

Fuel your future with us, find
your wings, and S.O.A.R. - Shape opportunities, Optimize your potential,Accomplish meaningful work, and Reap holistic growth.

A.
Position Overview

Position Title

Cluster Sales Manager

Department

IDFC First Bank of India

Level/ Band

Manager

Role Summary :

- Liase
with Bank s Regional officers and Zonal Officers and ensure alignment on LifeInsurance Business

- Visit
zones and regions - interact with Zonal Officers, Cluster Officers and Bankbranch 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

B.
Organizational Relationships

Reports To

Zonal Head

Supervises

KAM/RM

C.
Job Dimensions

Geographic Area Covered

Clusters

Stakeholders Internal

Supervisors,
KAMs, RMs, Ops, Underwriting, Legal

Stakeholders External

IDFC
First Bank Channel Partner

D.
Key Result Areas

Partner and
Client Management

Exceeding branch level targets (NB, renewal, STP, digitization,
product mix etc.)

Interact with the Bank branch teams and customers to explain
the products and promote the brand

Sales and support to all branches assigned - complete
documentation, medicals, close pending documentation.

Drive local contests and engagements to engage teams

Keep track of all contests and initiatives launched - bank,
other insurers and Tata AIA Life

Maintain good relationship with Bank Branch manager - interact
with him 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 m aintain 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 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

Working 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