Cluster Head - Rest of UP

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

• 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.

• Experience opening new markets / launching a territory from scratch.

• Exposure to investments/savings products (FD, bonds, mutual funds) or wealth distribution.

• Graduate; any stream.

• High-agency and hands-on — leads from the front and gets things done on the ground.

• A coach at heart — grows people, not just chases them.

• High integrity — sets the no-cash, no-mis-sell standard by example.

• Resilient and mobile — thrives on the road and in ambiguity of a new build.