Cluster Manager

• Job Purpose

To derive annuity and pension fund transfer insurance Business from government and PSU’s. To ensure all the pre- and post-sales support and services to the clients. Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter. Relationship building with Nodal Officer to ensure swift actions be taken on leads

• Principal Accountabilities

Accountability Supporting Actions Achieve Targets related to Premium and NOP in order to contribute in overall growth of the company

• Get leads as per targets and territory decided.
• Periodically monitor and review performance on the assigned top line and annuity products
• Get the sales process, lead conversion and closure of sale

Reaching out to nodal officer in government and PSUs to set up meeting with reporting managers

• Meet clients of various organizations as per lead assigned by manager and territory
• Explanation annuity and PFM transfer processes.
• Relationship building with approval officer (Nodal) to encourage smooth flow of process for approval.

Execute the right method of business acquisition.

• Scrutinise the business on regular basis and give the relevant information to superiors
• Take corrective actions related to annuity and PFM transfer and other products such as investment funds .