Cluster Manager/ Sr. Cluster Manager-Leading Life insurance Company

6 - 8 Years
Shimla, Dharmasala, Mandi, Amritsar, Barnala, Firozpur, Gurdaspur, Hoshiarpur, Kapurthala

Job Description

Dear Candidate,

We have an Excellent opportunity with a leading Life insurance Company-Banca Channel- Punjab, Haryana & Himachal Pradesh.
Kindly refer to the Job Description below:

1) Job Purpose
To derive Insurance Business from assigned Relationship/Channel partner in an area or zone, to
convince the relationship so they can convince their customer to invest in Birla Sunlife Insurance.
To ensure all the pre and post sales support and services to the relationship as well as to the
clients along with the team dedicated to the relationship. Ensure not only achieving the target but
also to make sure there is a consistent growth in the business every quarter.

Job Context & Major Challenges
(What are the specific aspects of the job that provide a challenge to the jobholder in the
context of the Unit/Zone?
Key Challenges for the role
Market Volatility as BSLI predominantly sell unit linked policies
High dependency on HDFC Branch Banking Model in Open Architecture who may have their
own priorities so alignment is the key.
Balancing between the process requirement and expectations of the Channel partners

Principal Accountabilities
Accountability Supporting Actions
Achieve Targets (Premium & Revenue) in order to
contribute in overall growth of the company
1. Continuous interaction with the channel
partners ( Multiple Branch Heads of the Bank)
2. Mapping all the key decision makers and
ensuring that the same information is shared
with the RH/ZH
3. Aggressively downloading all the RnR activities
running by the organisation.
4. Create Innovative ways to have Branch
Activities to increase the customer
Executes smooth function of the sales and other
processes in order to maximise business potential.
1. Communicate any process change or change in
any rules and regulations by the help of
different training module.
2. Ensure that actual sales and service aspects
including sales calls, issuance and complaint
handling are carried out without any blocks
Relation Ship Management: Open Architecture 1. To Handle Bank customers requirements with
the best services and products ranges
2. To be equipped with insurance and Bank
Products knowledge
To manage the relationship at all the levels to
have the desire out-puts.
Building new business opportunities within the
allocated area/relationships in order to maximise
the productivity / Top Line
1. Identify innovative methods working with the
relationship to enhance penetration of the
2. FLS Review Mechanism to have 40% Activation
with 2 Case / Active @ 50K ATS to be focused
3. Ensure Product Mix - Trad 50% : ULIP 40% :
Term 10%
4. 15% Business More than TATA Provide inputs
for new products & Sales Pitch, basis an indepth
understanding of Channel needs
5. Identify training needs for the in-house and
channel partner team
Execute the right method of business acquisition
in order get the profitable mix for the

1. Scrutinise the business on regular basis and
give the relevant information to superiors
2. Interact with the customers through welcome
Achieve Persistency targets as per the company
norms so that renewals take place on time 1. Communicate with customers and
2. resolve queries as and when required to
ensure that renewal takes place on time

Interested Candidates kindly share your updated resume at or feel free to contact on 9036008975 .

Divya Lokesh
Adastra Consultants Pvt Ltd.

Salary: INR 7,00,000 - 12,00,000 P.A.


Functional Area:Financial Services, Banking, Investments, Insurance

Role Category:Retail/Personal Banking

Role:Regional Manager

Employment Type:Permanent Job, Full Time

Key Skills

Desired Candidate Profile

Please refer to the Job description above

Company Profile

Ad Astra Consultants Private Limited.
Leading Life Insurance Company
View Contact Details+

Recruiter Name:Divya Lokesh

Contact Company:Ad Astra Consultants Private Limited.



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