Deputy Cluster Manager - Sales

Key Responsibilities

Key Deliverables :

• Managing relationship with Axis Branch Sellers and thereby meeting target through Bank’s FOS
• Responsible for managing the leads generated from Branch and thereby convert into quality business.
• Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB. Ensuring minimal customer complain.
• Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.
• Ensuring 15month persistency on track and thereby ensure a robust follow up mechanism with the customers.
• Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions.
• Shall be responsible for making active the branch banking sellers and thereby achieving the activation target
• Ensuring LMS usage as Tracking Mechanism on line and follow up Calls

Measures of Success :

Business Plan : -

WPC - Plan v / s Actual- as per target assigned

Seller Activation : -

BDE Seller Activation (%) - Plan v / s Actuals

FDO Seller Activation (%) - Plan v / s Actuals

Persistency : -

Plan vs Achievement

Job Specifications :

Knowledge & Skill Matrix :

Additional Information (Optional) :