Cluster Head - Patna

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.

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.

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.

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.

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).

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.

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

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.