Cluster Sales Manager – VRM – IDFC First Bank

Company: Tata AIA Life Insurance
Apply for the Cluster Sales Manager – VRM – IDFC First Bank
Location: Mumbai
Job Description:

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata’s esteemed leadership with AIA’s extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives.

We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a ‘Great Place to Work’ and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, ‘People – Our Core,’ emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion.

Fuel your future with us, find your wings, and . – Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth.

  • Position Overview
  • Position Title

    Cluster Sales Manager – VRM – IDFC First Bank

    Department

    IDFC First Bank

    Level/ Band

    Manager

    Role Summary:

  • Liase with Bank’s Regional officers and Zonal Officers and ensure alignment on Life Insurance Business
  • Visit zones and regions – interact with Zonal Officers, Cluster Officers and Bank branch managers
  • Guide and support team to ensure achievement of targets
  • Interact with customers to explain the products and solutions
  • Ensure activation, persistency & productivity is maintained.
  • Ensure quality of recruits hired in the team
  • Maintain & drive compliance at the zone
  • Organizational Relationships
  • Reports To

    Zonal Manager

    Supervises

    VRM

  • Job Dimensions
  • Geographic Area Covered

    Cluster’s

    Stakeholders Internal

    Supervisors, Team (VRMs), Ops, Underwriting, Legal

    Stakeholders External

    IDFC First bank – Channel Partner

  • Key Result Areas
  • Partner and Client Management

    · Exceeding regional targets (NB, renewal, STP, digitization, product mix etc)

    · Interact with the Bank Regional Officer and his/her team to ensure alignment towards Tata AIA in life insurance

    · Engage with customers to explain the products and promote the brand

    · Ensure team is focused on Sales and support to all branches assigned.

    · Drive local contests and engagements to engage teams

    · Keep track of all contests and initiatives launched – bank, other insurers and Tata AIA Life

    · Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner

    · Aid the bank branches to adopt new processes and technology

    Team Management

    · Assign target to each VRM at a branch level – NB, renewal, STP, resolutions, special projects/initiatives undertaken, product mix.

    · Ensure team is hands on with each branch and maintains a high engagement level with each member

    · Team development and training

    · Retention of high performing talent

    · Keep ZH and National Head updated about on – ground activities by Bank and competitors

    Customer service

    · Ensure adequate customer service – grievance redressal, claim settlement, renewal etc.

  • Skills Required
  • Technical

    · Good product knowledge

    · Good knowledge of MS Office

    Behavioral

    Essential

    Desired

    Interpersonal skills

    ·

    Communication skills

    ·

    Creative thinking skills

    ·

    Supervising / Leadership skills

    ·

    Teamwork Skills

    ·

    Influencing skills

    ·

    Relationship Building skills

    ·

    Decision making skills

    ·

  • Incumbent Characteristics
  • Essential

    Desired

    Qualification

    Graduation

    Insurance specific training

    Experience

    Should have at least 8-10 years’ experience of sales with at least 2 years’ experience in leading teams.

    Preferably needs to have rural Banca sales experience in the insurance parlance.

    Posted: February 27th, 2026