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.
Job Context & Major Challenges
Job Context/Job Challenges:
• 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 requirement and expectations of the Channel partners
Key Result Areas
KRA (Accountabilities) (Max 1325 Characters)Supporting Actions (Max 1325 Characters)KRA1Relation Ship Management: Open Architecture.To Handle Bank customers requirements with the best services and products ranges 2.



To be equipped with insurance and Bank Products knowledge To manage the relationship at all the levels to have the desire out-puts.KRA2Building new business opportunities within the allocated area/relationships in order to maximise the productivity / Top LineIdentify innovative methods working with the relationship to enhance penetration of the database 2. FLS Review Mechanism to have 40% Activation with 2 Case / Active @ 50K ATS to be focused
Ensure Product Mix - Trad 50% : ULIP 40% : Term 10%
15% Business More than TATA Provide inputs for current products & Sales Pitch, basis an indepth understanding of Channel needs
Identify training needs for the in-house and channel partner teamKRA3Achieve Persistency targets as per the company norms so that renewals take place on time1. Communicate with customers and
2. resolve queries as and when required to ensure that renewal takes place on timeKRA4Executes sm

📌 Area Manager (Gandhinagar)
🏢 Financial services
📍 Gandhinagar