Cluster Relationship Manager-Banca

Roles & Responsibilities

• Manage health insurance business across a cluster of bank branches and drive achievement of sales and revenue targets.
• Build strong relationships with Branch Managers, Relationship Managers, and bank sales teams to generate business.
• Drive bancassurance sales, lead conversion, cross-selling, and customer acquisition through branch channels.
• Monitor branch-wise performance, productivity, conversion ratios, and target achievement.
• Conduct regular branch visits, sales reviews, product training, and joint customer meetings.
• Ensure effective lead management, pipeline tracking, and timely follow-up.
• Coordinate with underwriting, operations, and claims teams to resolve customer and policy-related issues.
• Ensure adherence to SLA, compliance, SOPs, and IRDAI guidelines.
• Prepare MIS and performance reports and implement action plans to improve cluster productivity.

Candidate must have 4 to 8 years insurance banca experience with 1 year of team handling experience.