Job Title

Senior Sales Manager/Sales Manager - Bancassurance

Function

TPD- Sales

Department

Bancassurance

Reporting To

(Title)

Regional/Area Sales Manager - Bancassurance

Superior’s Superior

(Title)

Relationship Head

Unit

Birla Sun Life Insurance Company Ltd

Location

Zone

Business

Life Insurance

Date

July 2012

Job Purpose

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.

Dimensions

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

Dimension

Remarks

Manpower (Nos.)

Direct: 3-5

AP Target

Rs. 3-5 cr p.a.





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 –

Market Volatility as BSLI predominantly sell unit linked policies
High dependency on third party/relationships who may have their own priorities so alignment is the key.
Balancing between the process requirement and expectations of the Channel partners
Principal Accountabilities

Accountability

Supporting Actions

Achieve Targets (Premium & Revenue) in order to contribute in overall growth of the company

Continuous interaction with the channel partners
Mapping all the key decision makers and ensuring that the same information is shared with the superior
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.

Communicate any process change or change in any rules and regulations by the help of different training m

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