Designation: Deputy Manager

Location: India Uttar Pradesh Station Road,Orai Branch

Organization: Financial Services
Job Description:

Job Title

Senior Sales Manager/Sales Manager
Function

Direct Marketing

Department

Direct Marketing

Reporting To

(Title)

Area/Regional Sales Manager

Superior’s Superior

(Title)

Zonal Manager

Unit

Birla Sun Life Insurance Company Ltd

Location

Zone

Business

Life Insurance

Desired Candidate Profile and Experience

a) 4–6 years of experience in Bancassurance sales (Life Insurance)/open market experience

b) Hands-on experience in generating business through Partnerships/Self Sourcing/Referrals

c) Strong understanding of customer profile

d) Generate insurance leads through referrals, branch walk?ins, customer data mining

What to look for in a candidate:

1. Presentable, communication skills with quick check on basic maths.

2. Check energy levels, hunger for growth & for incentives.

3. Look for success stories of sales closures done through open market if any

4. Team Handling
1) Job Purpose

a)



Drive Life Insurance Business from fresh customer acquisition across campaigns

b) To ensure all the pre and post sales support and services

c) To achieve Sales Targets as defined by the organization

2) Dimensions

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

Dimension

Remarks

1.

Manpower (Nos.)

Direct: 5-7

Indirect: N/A

2.

FYP Targets

3.

NOP Targets

4.

Renewal Collection on orphan Base
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 –
- To identify new Life Insurance customers
- To ensure differentiated and segmented approach to various campaigns
- To manage attrition of the front-line sales force
4) Principal Accountabilities

Accountability

Supporting Actions

Acquire Recent Life Insurance Customers

1. Acquire new customers from Partnerships, Referrals

2

📌 CRM DM Orai (Uttar Pradesh)
🏢 Aditya Birla Group
📍 Uttar Pradesh