Cluster Manager - HDFC BB - South Delhi -1

Aditya Birla Group; Delhi; On-site; INR 1,800,000 - 3,600,000; Full time

Job summary

Aditya Birla Group, through Birla Sunlife Insurance, seeks a Cluster Manager for HDFC Branch Banking in South Delhi. The role focuses on deriving Insurance Business from relationship/channel partners and ensuring pre/post sales support and growth across the area.

The position targets premium revenue, channel relationship management, and innovative branch activities to enhance customer penetration within Delhi. Strong collaboration with bank partners is required.

Qualifications

• Graduate degree in a relevant field.
• 5–10 years of sales/financial services experience.
• Strong relationship management with bank partners.
• Willingness to work in Delhi region.

Responsibilities

• Achieve targets for premium and revenue through bank channel partners.
• Maintain strong channel partner relationships and map key decision makers.
• Drive branch activities to increase customer penetration.
• Ensure process adherence and timely sales/service execution.
• Identify new business opportunities and optimize product mix.
• Manage persistency and renewals as per norms.

Skills

Graduate

Job description

Cluster Manager - HDFC BB - South Delhi

ABG105199

• Financial Services
• Delhi

Posted On 28 May 2026

End Date 24 Nov 2026

Required Experience 5 - 10 years

Basic Section

No. Of Position 1

Grade 10

Level Manager

Organisational

DEPARTMENT-2 HDFC - Branch Banking

Country India

Worksite Connaught Place, New Delhi

Skill

Graduate

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.

Job Context: 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.

Job Challenges

• 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

Key Result Areas

KRA (Accountabilities) (Max 1325 Characters)

Supporting Actions (Max 1325 Characters)

KRA1

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
3. Aggressively downloading all the RnR activities running by the organisation.
4. Create Innovative ways to have Branch Activities to increase the customer penetration

KRA2

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.
2. Ensure that actual sales and service aspects including sales calls, issuance and complaint handling are carried out without any blocks

KRA3

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.

KRA4

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
2. FLS Review Mechanism to have 40% Activation with 2 Case / Active @ 50K ATS to be focused
3. Ensure Product Mix - Trad 50% : ULIP 40% : Term 10%
4. 15% Business More than TATA Provide inputs for new products & Sales Pitch, basis an in-depth understanding of Channel needs
5. Identify training needs for the in-house and channel partner team

KRA5

Execute the right method of business acquisition in order get the profitable mix for the organisation 1. Scrutinise the business on regular basis and give the relevant information to superiors
2. Interact with the customers through welcome calls

KRA6

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