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Job Overview

The Cluster Manager role is focused on expanding sales performance across designated bank branches within an open-architecture setup. This position is responsible for meeting branch-level sales goals while building productive relationships with bank teams and supporting the sales effort on the ground.

Primary Objectives

Own sales delivery for the assigned cluster of bank branches and work toward target achievement.
Assist the RO (FLS) in closing business by preparing benefit illustrations and joining client meetings when needed.

Relationship Building and Stakeholder Engagement

Maintain a strong, transparent, and collaborative relationship with branch managers, officers, and other bank staff.
Hold regular conversations with bank employees to share insurance knowledge, explain JV company products, and understand any concerns or barriers related to selling insurance.
Make sure service expectations are fulfilled, medical arrangements are supported, and customers remain satisfied.

Lead Generation

Drive lead generation from the bank branch network through walk-ins, data mining, referrals, and other suitable sources.

Competencies Needed

Ability to identify practical solutions
Strong focus on results
Leadership capability
Customer-first mindset
Good interpersonal and communication ability
High energy, initiative, and drive
Awareness of cost and quality standards

Cluster Manager - HDFC BB - North Delhi

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