Job Title

Regional Sales Manager - Bancassurance
Function

HDFC Securities- Sales
Department

Bancassurance
Reporting To
(Title)
Relationship Head
Superior’s Superior
(Title)
Head – Banca & Health Business

Unit

Birla Sun Life Insurance Company Ltd
Location

Zone
Business

Life Insurance
Date

March 2013

1) Job Purpose
Drive business and achieve targets through allocated region/area. Nurture and maintain the relationship with the channel partner for the incremental development of the business contributing by the relation and help/supervise them for the smooth function of the business process flow. Manage a team of Sales Managers to maintain the proper process of doing valued business for the organisation.

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

Dimension
Remarks
1.
Manpower (Nos.)
4-5 depending on the relationship
Indirect – could range from 28- 35

2.
AP (Yearly in Cr)
Rs. 10-15 cr

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 –

· 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

Accountability
Supporting Actions

4) Principal Accountabilities

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

1. Continuous interaction with the channel partners
2. Mapping all the key decision makers
3. Aggressively downloading all the RnR activities running by the organisation.

Ensure 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. Supporting in the actual sales and service aspects including sales calls, issuance and complaint handling

Maintain th

📌 Regional Sales Manager (Chennai)
🏢 Financial services
📍 Chennai