1) Job Purpose

Drive Life Insurance Business from fresh customer acquisition across campaigns

T o ensure all the pre and post sales support and services

To achieve Sales Targets as defined by the organization

2) Dimensions

What are the areas (in quantitative terms) the job has an impact on

Dimension

Remarks

1

Manpower (Nos

)

Direct: 57

Indirect: N/A

2

FYP Targets

3

NOP Targets

4

Renewal Collection on orphan Base

3) Job Context Major Challenges

(What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit/Zone

Key Challenges for the role

- To identify new Life Insurance customers

- To ensure differentiated and segmented approach to various campaigns

- To manage attrition of the frontline sales force

4) Principal Accountabilities

Accountability

Supporting Actions

Acquire New Life Insurance Customers

1. Acquire recent customers from Partnerships, Referrals
2. Lead generation from these new customers

Achieve Targets related to Premium and NOP

1. Allocate leads to the team members as per targets decided

2. Periodically monitor and review performance on the assigned topline and health parameters
3. Handhold and guide them on the sales process, lead conversion and closure of sale
4. Aggressively downloading all the RnR activities running by the organisation

Executes smooth function of the sales and other processes in order to maximise business potential

1. Communicating any process change or change in any rules and regulations by the help of different training module

2. Ensure that actual sales and service aspects including sales calls,



issuance and complaint handling are carried out without any blocks

Ensure relevant people in the right place right time in order to maximise the productivity

1. Understanding the strength of the resource and depending on that allocating job responsibility
2. Evaluating the opportunity of each business unit and allocating targets as per that

Execute the right method of business acquisition in order get the profitable mix for the organisation

1. Scrutinise the business on regular basis and give the relevant information to superiors
2. Achieve Persistency targets as per the company norms so that renewals take place on time
3. Take corrective actions related to persistency and health

Recruitment Training

1. To ensure recruitment of team on a time based manner

2. To manage attrition within the specified limits

3. Ensure through continuous on the job training, skill enhancement of team members

5) Job Purpose of Direct Reports

Direct Sales Executive: To achieve the Sales and health targets set for them as per their goal sheets

6) Relationships (If Applicable) Internal Frequency Nature

Support Executive s

Trainers

HR

Issuance Coordinator

Client Service

As and When Required

To Login and receipting Policies

For arranging trainings for the team as well as for the relationships

To Ensure the policies are Issued on time

Servicerelated issues

External Frequency Nature

Relationship

Daily

Business Development and to ensure the smooth sailing,

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Sales Manager_ABCD_Direct Marketing_Mumbai (Maharashtra)
🏢 Aditya Birla Insulators
📍 Maharashtra