Cluster Head

Role & responsibilities

• Cluster Head is the brand Ambassador of the company. Its very important that Cluster Head understand basic tricks of job. Thorough on the market. Very Strong in Channel Management.
• Influencing the Channel & achieving the revenue Targets.
• Driving business in the designated territory through sales of various investment products using the allocated bank channels
• To assist bank RMs in new client acquisition, building new relationships and increasing depth in existing relationships
• Continuous training of Channel on products & processes to get maximum output.

Specific Role Responsibilities / Core Duties:

1. New Client acquisition through Bank Channel Partner

2. Achieve revenue targets

3. Activate bank channels in designated territory

4. Relationship Management with all the bank team members

5. Aligning activities in line with bank activities to maximize business numbers

6. Keep abreast of the Products, market news, financial trends, and current affairs

7. Training to Bank Channel Partners

8. Joint client call with Bank channel Partner

9. Lead generation activity with Bank Resource

10. Business MIS & Reporting

11. Upgrading Skills & knowledge