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Deputy Cluster Manager - Sales

Deputy Cluster Manager - Sales

Max Life InsuranceThrissur, KL, IN
2 days ago
Job description

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 :

  • Graduate in Any Discipline from a UGC / AICTE approved College and University.
  • 1 to 2 years of experience in sales, experience in Insurance will be preferred.
  • Experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management and / or DSA relationship
  • Knowledge & Skill Matrix :

  • Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process
  • Additional Information (Optional) :

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    Deputy Manager Sales • Thrissur, KL, IN