Job Purpose

To derive Insurance Business from assigned Banking Partner/Relationship partner in an area, to convince the relationship so they can convince their customers to invest in Aditya Birla Sunlife Insurance. To ensure all the pre and post-sales support and services to the relationship as well as to the clients ensuring consistent growth in the business every quarter. Strong relationship and alignment is the key in the role.

Job Context & Major Challenges

Key Challenges for the role –

Aligning the priorities of the Bank Partner and ABSLI thereby managing the relationship.
Balancing between the process requirement and expectations of the Relationship Partner
Team alignment with the Relationship Partner
Principal Accountabilities

Accountability

Supporting Actions

Revenue Targets

Structured and continuous meetings with the Relationship partners
Engaging the team to achieve their targets.
Training and coaching the Relationship Partner of respective Branches mapped on ABSLI Products and process to maximize sales




Drive all the Rewards & Recognition activities run by ABSLI and Liaison with the Partners.
Mapping all the key decision makers and influence them

Engage with relationship partner to maximise business potential.

Communicate process change or change in any rules and regulations, timely, to the relationship Partner or mapped branch Head’s
Ensure that actual sales and service aspects including sales calls, issuance and complaint handling/escalations are managed without any delays and with utmost priority.

Manpower planning

Ensuring that every critical Branch of the relationship Partner has adequate Man-Power.
Recruiting and coaching the team members to maximize productivity.
Understanding the strength of the resource and accordingly allocating job responsibility

Managing Quality of Business

Engaging with customers, through Calls or personal visits, reinforcing authenticity checks

By closely scrutinizing their financial history.

Explaining prod

📌 Sales Manager- HDFC Prime Hyderabad (India)
🏢 Aditya Birla Capital
📍 India