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Cluster Sales Manager - Axis Bank Branch Banking

Tata AIA Life Insurance

5 - 10 years

Mumbai

Posted: 31/01/2026

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Job Description

  • PositionOverview
  • PositionTitle

    ClusterSalesManager

    Department

    AXISBankBranchBanking

    Level/Band

    Assistant Manager / 306, Manager/401

    RoleSummary : Dualresponsibility ofdirectsourcing aswellasteammanagement.

  • Interact withBanksclusterhead&bankemployeesandmanagethemondailybasis
  • Branchesdirectlymappedtohim/her.
  • ManageRMs mappedto himto helpthemachievesales targets
  • Ensuringthatthepersistency&productivityismaintained,Ensuresqualityofrecruitshiredintheteam,maintains&drivescompliance at the zone.
  • OrganizationalRelationships
  • ReportsTo

    Circle Head

    Supervises

    KAMs

  • JobDimensions
  • GeographicAreaCovered

    Zone/s

    StakeholdersInternal

    Supervisors,RMs,Ops,Underwriting

    External

    BankChannelPartner

  • KeyResultAreas
  • Interact with Bank branchemployee,BanksClusterHeadto help them achievesalestargets&,whileensuringthatthepersistency & productivityis maintained

  • Provideguidance&supporttoBanksemployee,TATAAIAKAMsandallstakeholdersintermsofsubmissions,issuance,pendingresolveetc
  • Maintain good relationship with Banks Cluster Head - interact withhimregularlytoassessbusinessstatus.Takehelpfromthemtopush&motivatethemtomaintainproductivity
  • Maintainpersistencybymonitoringcasesize&healthyproduct mix
  • Ensurethattheyaremeetingtheirteamtargetsaswellasindividualsalestargets
  • Managingtherelationshipbetweeninternalteamandchannelpartnersoas to foster sales for the company andmaintain utmost levels ofresponsivenessto requirementsfromtheChannel Partner
  • EnsureRecruitmentisasperplans

  • Regularlyinteract withHRtoensurethatrecruitmentisasperplan
  • MonitortheperformanceofRMstopromotethemtothenext level

  • EnsurethatKAMsmeettheirrespectivetargetswhichwillpromotethemto the nextlevel
  • Maintain & drive compliance at the zone

  • EnsureadherencetoSOPs&salesprocesses&instigatedisciplinaryactionagainstthosefond breachingthem
  • Top Line Growth/BusinessEnablement

    AchievementofNBPremiumtarget,KAM ActivationandProductmix

    BusinessEnablers

    Salesactivitymanagement,renewalcollection,andhighlevelrelationship

    mappingwithbankstaff(veryimportant)

    Risk

    Own-up the risk of the function by developing a risk aware culture throughparticipationinmeasurement,analysisandmitigationofrisksassociatedwiththerespectivefunction.Thisincludesdevelopmentofriskresponseprocesses,participation in contingency and business continuity programs and reporting ofemerging risks with potential impacts.Also respond to risks highlighted byemployees through formal / informal mechanisms and advice on various riskmanagement issues within the organization and provide feedback.Participate inimplementingriskmitigationplanthroughoptimumresourceallocation,monitoringandreportingonstatus.

  • SkillsRequired
  • Technical

  • GoodKnowledgeofMSOffice
  • Behavioral

    Essential

    Desired

    Interpersonalskills

    Communicationskills

    Creativethinkingskills

    Supervising/Leadershipskills

    TeamworkSkills

    Influencingskills

    RelationshipBuildingskills

    Decisionmakingskills

  • IncumbentCharacteristics
  • Essential

    Desired

    Qualification

    Graduation

    Managementbackgroundpreferred

    Experience

    Shouldhaveatleast6yearsexperience of banca sales with atleast2yearsexperienceinleadingteams.

    . The incumbent also preferablyneeds to have knowledge of retailsalesintheinsuranceparlance.

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