Cluster Sales Manager - Branch Banking - IDFC First Bank

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives.

We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a "Great Place to Work" and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, "People - Our Core," emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable 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. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion.

Fuel your future with us, find your wings, and . – Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth.

A. Position Overview

Position Title

Cluster Sales Manager - Branch Banking - IDFC First Bank

Department

IDFC First Bank

Level/ Band

Manager/401

Role Summary :

-Liase with Bank’s Regional officers and Zonal Officers and ensure alignment on Life Insurance Business

-Visit zones and regions - interact with Zonal Officers, Cluster Officers and Bank branch 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

·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 maintain 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

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Communication skills

·

Creative thinking skills

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Supervising / Leadership skills

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