Job Purpose
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)KRA1Achieve Targets (Premium & Revenue) in order to
contribute in overall growth of the companyContinuous 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 Cutting-edge ways to have Branch
Activities to increase the customer
penetrationKRA2Executes smooth function of the sales and other
processes in order to maximise business potentialCommunicate 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 ArchitectureTo 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-putsKRA4Execute the right method of busines