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Cluster Manager - Insurance Services/Senior Cluster Manager - Insurance Services at Bajaj Finserv — Pune Division

Experience2–3 yrs
SalaryNot disclosed
Work modeonsite
Levelmid
Posted11 Sept 2026

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About Bajaj Finserv

Bajaj Finserv is hiring in Pune Division in financial services. This role looks for around 2+ years of experience.

Skills

insurance sales
life and general insurance
CRM
sales conversion
branch operations
insurance campaigns

The role

An insurance channel manager at a financial services company drives insurance sales through branch networks, coordinates life and general insurance partnerships, and manages CRM lead conversion, branch activation, and sales campaigns.

Full job description

Location Name: Pune Corporate Office - HO

Job Purpose

“This position is open with Bajaj Finance ltd.”

To drive insurance cross sell at designated BFL branches, achieve AOP business numbers and contribute to the company’s bottom line

Duties And Responsibilities

PRINCIPAL ACCOUNTABILITIES

(Accountabilities associated with the job)

Ensure timely hiring of internal team hiring Ensure employee placement of partner hierarchy Coordination with partner SPOC for both LI & GI products Prepare & monitor training roadmap & ensure execution Prepare & monitor Beat plan for ensuring support to the sales team as well as partner RMs for cashiers Reviewing usage of CRM leads & monitor conversion Branch audit of ensuring collaterals/ branding of insurance products to be available at all branches Reviewing sales team prospect base / Slash RTC to drive volumes & ensuring sales call quality Alignment meetings / calls with AOMs / ROMs to drive business Identifying markets to drive product bases campaigns/ contest etc Drive R&R, insurance week across locations to ensure cashier / branch activations Sales One App adoption with internal / partner team & monitoring conversions

Required Qualifications And Experience

SKILLS AND KNOWLEDGE

(Minimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this job and not the incumbent)

Educational Qualifications

Qualifications preferable MBA Work Experience

2-3 years minimum of Insurance Industry experience preferably in Agency / DST channel.