Cluster Head - Patna

The role in one line

Own a state. You build, coach and drive a team of 15–20 field RMs who meet customers in person across tier 3–4 cities, acquire and deepen investors, and run on-brand community activations. You are hands-on and on the ground — in societies, at clubhouses, and running events yourself — not a desk manager. Success is measured in retained AUM, RM productivity and a healthy, low-attrition team.

What you’ll do

Lead & grow the RM team

• Manage 15–20 RMs day to day — run daily standups, weekly 1:1 coaching and fortnightly business reviews.

• Coach the funnel, don’t just police numbers: diagnose each RM’s weakest link (meetings, pitch, referrals, AUM) and fix it — enable first, ride-along often.

• Own team health: motivation, engagement, and keeping attrition below plan.

Own state sales & AUM

• Deliver the state’s targets — new customers, retained AUM, referrals and activations — and the unit economics behind them.

• Land marquee/anchor customers yourself (respected doctors, business owners, seniors) to unlock societies through social proof.

• Sell hands-on: carry a bag, do meetings, close on-app in front of the RM — lead from the field.

Drive on-ground activations & events

• Plan and personally run on-brand activations — Society Financial Health Camps, senior-citizen retirement clinics, festival stalls, wellness/“Little Savers” corners.

• Build and maintain the state’s registers: major city activities, societies, clubs and malls; secure RWA and venue permissions.

• Turn events into pipeline: lead capture, 24-hour follow-up, and referral waves.

Hire, onboard & retain

• Partner with the hiring/vendor engine to source RMs who fit the persona; run final selection and the field bar.

• Onboard every new RM with the complete day-one pack (territory, 30-day plan, kit, meeting-note discipline).

Quality, compliance & reporting

• Enforce integrity: no cash, everything on-app, DPDP-safe data, no mis-selling; run QC and mystery-shopping in your state.

• Keep registers, CRM and kit reconciliation current; report state performance to the central Programme Manager on a fixed cadence.

What success looks like (first 6 months)

Measure

What good looks like

Team live & productive

15–20 RMs deployed, ramped and hitting the meeting + activation floors

Retained AUM

State AUM built and retained to plan (the primary measure)

RM productivity

Median RM output rising month-on-month; top performers well above the floor

Activations

A steady rhythm of on-brand events feeding warm leads

Attrition

90-day survival at or above the 50% plan; a live replacement pipeline

Quality

Clean QC — real customers, no mis-sell, kit fully reconciled

Who we’re looking for

Must-have

• 3–4 years managing people — has run a team and carried a number through them.

• Strong sales background — ideally field / feet-on-street in BFSI, fintech, insurance, telecom, FMCG or similar; comfortable selling and closing in person.

• Hands-on and on-ground — energised by being in the field, in societies and at events, not behind a desk.

• No problem with travel anywhere — will move across the state as the work demands, at short notice; owns a means of travel and a smartphone.

• Event organising — has planned and run on-ground activations / camps / community events end to end.

• Local fluency — speaks the state’s primary language plus working Hindi/English; understands the local affluent market.

• Data-comfortable — can run a review off a dashboard/CRM and coach to the funnel.

The rest of this description is on the employer’s own page.