Job Title

Regional/Area Sales Manager – HDFC Relationship ( All Verticals)

Function

Sales

Department

HDFC NBB

Reporting To

(Title)

Vertical Head HDFC Relationship

Superior ’s Superior

(Title)

Relationship Head HDFC

Unit

Birla Sun Life Insurance Company Ltd

Location

Zone

Business

Life Insurance

Date

June 2017

Job Purpose

Drive business and achieve targets through allocated region/area. Nurture and maintain the relationship with the channel partner for the incremental development of the business contributing by the relation and help/supervise them for the smooth function of the business process flow. Manage a team of Sales Managers to maintain the proper process of doing valued business for the organisation.

Dimensions

What are the areas (in quantitative terms) the job has an impact on?

Dimension

Remarks

Manpower (Nos.)

4-5 depending on the relationship

Indirect – could range from 20 to 25

Business Impact

Xxx

Target - (Individual )

Annualized Premium (AVG)– 5 to 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 –

High dependency on HDFC Bank relationships who may have their own priorities so alignment is the key.
Balancing between the process requirement and expectations of the Channel partners
Principal Accountabilities

Accountability

Supporting Actions

Ensure achievement of Targets (Premium & Revenue) in order to contribute in overall growth of the company

Continuous interaction ( as per RH / ZH's defined grid ) with the channel partner

📌 Area Manager Sourcing HDFC Asset Bangalore (India)
🏢 Aditya Birla Capital
📍 India