Cluster manager - City Union Bank

Job Description

A. Position Overview

Position Title

Cluster Manager

Department

CUB

Level/ Band

Assistant Manager – 303

Role Summary :

-Coordinate with Bank’s Regional Head and Zonal Head an

-d ensure alignment on Life Insurance Business

-Visit zones and regions - interact with Zonal Head, Regional Head 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 Sales Manager

Supervises

Relationship Manger

C. Job Dimensions

Geographic Area Covered

Region(s)

Stakeholders Internal

Supervisors, Team (RMs), Ops, Underwriting, Legal

External

CUB

D. Key Result Areas

Partner and Client Management

·Exceeding regional targets (NB, renewal, STP, digitization, product mix etc)

·Interact with the Bank Regional Head and his/her team to ensure alignment towards Tata AIA in life insurance

·Engage with customers to explain the products and promote the brand

·Ensure team is focused on Sales and support to all branches assigned.

·Drive local contests and engagements to engage teams

·Keep track of all contests and initiatives launched – bank, other insurers and Tata AIA Life

·Maintain a strong relationship with Regional Head and Bank Branch manager - interact with them 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 RM 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 ZSM 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

·Good knowledge of MS Office

Behavioral

Essential

Desired

Interpersonal skills

·

Communication skills

·

Creative thinking skills

·

Supervising / Leadership skills

·

Teamwork Skills

·

Influencing skills

·

Relationship Building skills

·

Decision making skills

·

F Incumbent Characteristics

Essential

Desired

Qualification

Graduation

Post graduate/Insurance specific training

Experience

Should have at least 4-6 years’ experience of sales with at least 2 years’ experience in leading teams.

Preferably needs to have PSU Banca sales experience in the insurance parlance.