2-BAN.SL.1.1.1 BSLI – Confidential

Job Description
HayGroup ??

1

Job Title

Cluster Manager HDFC Bank

Function

HDFC Branch Banking

Department

HDFC Channel

Reporting To

(Title)

Circle Relationship Head HDFC Bank

Job Band JB 10

Superior’s Superior

(Title)

Zone Relationship Head – Relationship HDFC

Unit

Birla Sun Life Insurance

Location

Zone Office

Business

Life Insurance

Date

February 9th 2018

2-BAN.SL.1.1.1 BSLI – Confidential

Job Description
HayGroup ??

2
- 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.)

10-11 depending Branch Spread
- Business Impact Xxx
- Target - (Individual )

Annualized Premium (AVG)– 5-

10 Cr

Complete accountability of the

Sales Target of the Vertical

which has a direct impact on the

Relationship’s top-line target.
- Customer Complaints 0 Customer Complaints

At HDFC Customer Complaints

are critical and hence every

vertical head will look personally
- Persistency

80% Premium Persistency

80% Policy Persistency

Drive 13 month Rolling Premium

Persistency
- 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 HDFC Branch Banking Model in Open Architecture who may have their

own priorities so alignment is the key.
- Balancing between the process requi

📌 Area Manager-Kollam-HDFC BB (Kerala)
🏢 Aditya Birla Capital
📍 Kerala