Job Purpose
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
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2
1) 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.
2) Dimensions
What are the areas (in quantitative terms) the job has an impact on?
Dimension Remarks
1. Manpower (Nos.)
10-11 depending Branch Spread
2. Business Impact Xxx
a. 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.
b. Customer Complaints 0 Customer Complaints
At HDFC Customer Complaints
are critical and hence every
vertical head will look personally
c. Persistency
80% Premium Persistency
80% Policy Persistency
Drive 13 month Rolling Premium
Persistency
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 –
? 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
4) Principal Accountabilities
Accountability Supporting Ac