Job Description
Handling bank branches of channel partner
• Interact with Bank's cluster head & bank employees and manage them on daily basis
• Ensuring that the persistency & productivity is maintained, ensures quality of recruits hired in the team, maintains & drives compliance at the zone.
• KRA also include training in Bank branches, Making Insurance HNI Calls, and review of Sales Managers with BM on regular intervals to ensure timely correction in case if required
• Maintaining various MIS for regular monitoring of sales and various contests and training of Channel Partner and company team
• Provide guidance & support to Channel partner's employee, Internal Team RMs and all stakeholders in terms of submissions, issuance, pending resolve etc.
• Maintain good relationship with Bank's Cluster Head - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivity
• Maintain persistency by monitoring case size & healthy product mix
• Ensure that they are meeting their team targets as well as individual sales targets
• Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner
• Regularly interact with HR to ensure that recruitment is as per plan
• Ensure that RM's meet their respective targets which will promote them to the next level
• Ensure adherence to SOPs & sales processes & instigate disciplinary action against those fond breaching them
• Achievement of NB Premium target, RM Activation and Product mix
• Interact with Bank's cluster head & bank employees and manage them on daily basis
• Ensuring that the persistency & productivity is maintained, ensures quality of recruits hired in the team, maintains & drives compliance at the zone.
• KRA also include training in Bank branches, Making Insurance HNI Calls, and review of Sales Managers with BM on regular intervals to ensure timely correction in case if required
• Maintaining various MIS for regular monitoring of sales and various contests and training of Channel Partner and company team
• Provide guidance & support to Channel partner's employee, Internal Team RMs and all stakeholders in terms of submissions, issuance, pending resolve etc.
• Maintain good relationship with Bank's Cluster Head - interact with him regularly to assess business status. Take help from them to push & motivate them to maintain productivity
• Maintain persistency by monitoring case size & healthy product mix
• Ensure that they are meeting their team targets as well as individual sales targets
• Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner
• Regularly interact with HR to ensure that recruitment is as per plan
• Ensure that RM's meet their respective targets which will promote them to the next level
• Ensure adherence to SOPs & sales processes & instigate disciplinary action against those fond breaching them
• Achievement of NB Premium target, RM Activation and Product mix
💡 Quick Summary
Seeking a career-building opportunity? The Cluster Manager position is now open for candidates interested in the Bank Jobs sector. This role in Delhi offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
