Job Purpose Description To derive Insurance Business from assigned Relationship/Channel partner in an area or zone, toconvince 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 Context & Major Challenges

Job Context: /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)

KRA1

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

Continuous interaction with the channel partners ( Multiple Branch Heads of the Bank)

Mapping all the key decision makers andensuring 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 penetration

KRA2

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 module.

Ensure that actual sales and service aspects including sales calls, issuance and complaint handling are carried out without any blocks

KRA3

Relation Ship Management: Open Architecture 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 the desire out-puts

KRA4

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

Scrutinise the business on regular basis and give the relevant information to superiors

Interact with the customers through welcome calls

KRA5

Achieve Persistency targets as per the company norms so that renewals take place on time

Communicate with customers and resolve queries as and when required to ensure that renewal takes place on time

📌 Cluster Manager - TPD Axis - Bhubaneswar East
🏢 Financial services
📍 Bhubaneswar