opening for Cluster Manager - HDFC Branch
- Max Life Insurance
- 3 to 5 Yrs
- Mumbai
- 3 years ago
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Job Description
HayGroup
3
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
penetration
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
database
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
organisation
1. Scrutinise the business on regular basis and
give the relevant information to superiors
2. Interact with the customers through welcome
calls
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
2-BAN.SL.1.1.1 BSLI Confidential
Job Description
HayGroup
4
5) Relationships (If Applicable)
Internal Frequency Nature
Support Executives
Trainers
HR
Issuance Coordinator
Client Service
Daily
Monthly
As and When
Required
Daily
As and When
Required
To Log-in and receipting Policies.
For arranging trainings for the team as
well as for the relationships.
Mainly recruitments and man power
related issues.
To Ensure the policies are Issued on
time.
Service related issues.
External Frequency Nature
Relationship
Daily
Business Development and to ensure
the smooth sailing,
7) Organizational Relationships (Separate Annexure to be
Attached)
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Name
Date
Job Analyst
Signature
Name
Qualifications:
Minimum Experience Level:
3-5 Years
Employement Category:
Employement Type: Full timeIndustry: Banking / Financial Services
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: opening for Cluster Manager - HDFC Branch
Contact Details:
Company: Aditya BirlaLocation(s): Mumbai
Keyskills: branch banking relationship management sales cluster operations branch management
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Max Life Insurance
About the organization:Max Life Insurance is India’s 4th largest private life insurance company and is the largest non-bank promoted private life insurer in India. We have demonstrated success in building a business now operating at considerable scale, reflected in more than 60,000 cr of As...
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