Cluster Manager (Direct Sales)

Role : Cluster Manager (Direct Sales)
Band :

B 3

Business Unit :


Reports to :

Regional Manager (Direct Sales)

Technical skills/ knowledge required:

Good in communication, Direct Sales Experience In Insurance , Product Knowledge of LI GI + Mutual Fund , Bonds , Must have own Conveyance and updated Android Phone

Qualification :

Graduation – Any Graduate – Any Specialization, B. Com – Commerce would be preferable

Brief :

This role is responsible for generating the direct business of Life & Non-Life Insurance in assigned IPC with the help RMS. He / She will be also responsible for Training of products, after sales support & Business logins. He / She can also promote other financial products offered by the company

Span of Control:

5-10 Locations

Key Responsibilities

  1. Ensuring assigned leads and generate referrals from every visit that’s made by RMS.
  2. Conducting Morning huddle with team and responsible for day plan from RMS.
  3. Conducting Interview for RM Position and ensure full team and bench strength.
  4. Giving advice to our clients for LI & GI requirements and other financial products.
  5. Ensure that a comprehensive financial need analysis of customers is done and.
  6. provide solutions based on analysis
  7. Keeping up-to date on the latest Financial Investment news, Market Research.
  8. To ensure client service standards are met & delivered at all categories of the Client
  9. To handle after sales service issues related to product and resolving them to strengthen client faith
  10. Ensure cross selling & up selling of financial product with Existing customers Through RMS
  11. Ensure relationship building with team members for increasing Direct sales
  12. To meet sales target of life products+ non-Life + Mutual funds +Bonds and other Investment Products
  13. Day End review and LMS validation & Daily Monthly and weekly goal settings.


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1207/343, 9th Main, Sector 7, HSR Layout Above HDFC Bank, Banglore - 560102