Cluster Manager - Shimla

Overview

The Cluster Manager is responsible for driving life insurance sales across designated bank branches in the Shimla region, meeting set business targets, and nurturing effective relationships with key banking personnel.

Key Duties

• Achieve sales objectives on a monthly, quarterly, and annual basis for life insurance products.
• Establish and maintain strong professional connections with Cluster Heads, Branch Managers, and other bank staff to facilitate business growth.
• Lead and oversee Sales Managers or Relationship Managers, providing coaching and performance monitoring.
• Organize and deliver training sessions focused on product knowledge and sales techniques for bank employees.
• Assess branch-specific performance data and enact strategic plans to boost productivity.
• Drive lead generation, secure new customers, and ensure policy conversions are optimized.
• Adhere strictly to IRDAI regulations as well as internal company policies throughout all sales processes.
• Monitor key performance indicators such as policy persistency, renewals, and customer service satisfaction.
• Analyze MIS reports rigorously and communicate consistent business progress updates to management.