Job Description


Job Description


Senior Virtual Cluster Manager




Customer Advisory Team


Virtual Sales Force

Reporting to

Virtual Business Head



Job Summary

To manage, develop & supervise a team of insurance sales managers, driving business virtually through relationship

management, sales productivity-per-executive, thereby achieving sales targets



Recruitment- Team Building

·        Identify, select and recruit insurance sales manager

·        Ensure successful onboarding and launch of the managers, with high focus on process- orientation and quality training    

·        Ensure building of sustainable relationships and trust with team and key customer accounts through open and interactive communication in digital/virtual mode


Sales- Unit Revenue Generation

·        Exceed revenue targets

·        Drive Unit Productivity as per company norms

·        Ensure 100% month-on-month activation of managers on both recruitment and sales

·        Counsel and mentor team in order to ensure managers are capable and motivated to achieve operating plans/business targets

·        Ensure that all executives under supervision perform 100% as per the company’s rules and regulations wrt. need-based selling, compliance and customer service

·        Ensure 0-free-look cancellations, renewal payment by rightful selling


Ensure smooth business functioning

·        Effectively manage, track and convert leads provided by the in-house operating teams

·        Engage with customers to provide quick response to customer queries, provide customer service

·        Educate team/ prospects about MIL products vis-à-vis products of competition to enable them in taking appropriate decisions

·        Conduct Fortnightly performance review (PRP) with executives

·        Supervise daily activity plan of all executives to ensure that these are being fulfilled as per the desired levels



Measures of Success

  • Team revenue
  • Productivity of Sales Managers
  • Lead Conversion and Seller Activation
  • Case Rate of Seller
  • Persistency


Key Relationships

·        Head, Direct Sales Force

·        Channel Head

·        VP, Business Strategy

·        HR Team

·        Ops (Policy Issuance) Team

·        Trainer and DCC (Training Team)


Key Competency Skills

·        Leadership Skills

·        Analytical Ability

·        Customer centricity

·        Maturity to manage team

·        Coaching and Mentoring skills

·        Process and Result orientation

·        Laisoning with HO

  • Excellent Communication Skills
  • Digital Focus


Desired qualification and experience

·        Graduate preferably with an MBA degree

·        Total experience should be 10-11 Yrs. with min. 4- 6 years’ experience in handling of Sales Reps/Agents/DSAs

·        Should have similar market exposure and experience in process driven, quality sales organizations

·        Familiarity with skills in recruitment & development of teams, strong networking

·        Must have a successful track record for driving business targets

·        Ability to build business strategies around driving and achieving business targets