Cluster Manager | HDFC BB Nashik

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๐Ÿ“ Bhopal, Madhya Pradesh, India
Sales Insurance

About this role

ย 

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.


Key Challenges for the roleย –


  • 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


4) 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



  1. Aggressively downloading all the RnR activities running by the organisation.
  1. 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.
  1. 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
  1. FLS Review Mechanism to have 40% Activation with 2 Case / Active @ 50K ATS to be focused
  2. Ensure Product Mix - Trad 50% : ULIP 40% : Term 10%
    1. 15% Business More than TATA Provide inputs for new products & Sales Pitch, basis an in- depth understanding of Channel needs
  3. 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 organization

  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

Frequently Asked Questions

Is the salary disclosed for the Cluster Manager | HDFC BB Nashik position at Aditya Birla Group?
The salary for this Cluster Manager | HDFC BB Nashik role at Aditya Birla Group is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Cluster Manager | HDFC BB Nashik position at Aditya Birla Group located?
This Cluster Manager | HDFC BB Nashik role at Aditya Birla Group is based in Bhopal, Madhya Pradesh, India. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
How do I apply for the Cluster Manager | HDFC BB Nashik position at Aditya Birla Group?
Click the "Apply Now" button on this page. You will be redirected to Aditya Birla Group's official application portal hosted on peoplestrong where you can submit your application directly.
When was the Cluster Manager | HDFC BB Nashik job at Aditya Birla Group posted?
This Cluster Manager | HDFC BB Nashik position at Aditya Birla Group was posted on Jul 13, 2026. Apply as soon as possible โ€” early applications are often reviewed first.
Cluster Manager | HDFC BB Nashik
Aditya Birla Group
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