Job Purpose
Job Purpose Description
Job Context & Major Challenges
Job Context: To derive Insurance Business from assigned Relationship/Channel partner in an area or zone, to convince the relationship so they can convince their customer to invest in Birla Sunlife Insurance. To ensure all the pre and post sales support and services to the relationship as well as to the clients along with the team dedicated to the relationship. Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter.
Job Challenges: • Market Volatility as BSLI predominantly sell unit linked policies
• High dependency on HDFC Branch Banking Model in Open Architecture who may have their own priorities so alignment is the key.
• Balancing between the process requirement and expectations of the Channel partners
Key Result Areas
KRA (Accountabilities) (Max 1325 Characters)Supporting Actions (Max 1325 Characters)KRA1Achieve Targets (Premium & Revenue) in order to contribute in overall growth of the company1.
Continuous interaction with the channel partners ( Multiple Branch Heads of the Bank)
Mapping all the key decision makers and ensuring that the same information is shared with the RH/ZH
Aggressively downloading all the RnR activities running by the organisation.
Create Creative ways to have Branch Activities to increase the customer penetrationKRA2Executes smooth function of the sales and other processes in order to maximise business potential.1. Communicate any process change or change in any rules and regulations by the help of different training module.
Ensure that actual sales and service aspects including sales calls, issuance and complaint handling are carried out without any blocksKRA3Relation Ship Management: Open Architecture1. To Handle Bank customers requirements with the best services and products ranges
To be equipped with insurance and Bank Products knowledge
To manage the relationship at all the levels to have