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.

Dimensions

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

Dimension

Remarks

Manpower (Nos.)

10-11 depending Branch Spread

Business Impact

Xxx

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.

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 –

Market Volatility as BSLI predominantly sell unit linkedpolicies
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 Channelpartners
Principal Accountabilities

Accountability

Supporting Actions

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

Continuous interaction with the channel partners ( Multiple Branch Heads of theBank)
Mapping all the key decision makersand

ensuring that the same information is shared with the RH/ZH

Aggressively downloading all the RnRactivities running by theorganisation.
Create Cutting-edge ways to haveBranch Activi

📌 Senior Sales Manager (India)
🏢 Aditya Birla Sun Life Insurance
📍 India