Job Purpose

To derive Insurance Business from assigned Bank in an area or zone
To convince the Bank RMs so that they can convince their customer to invest in Birla Sunlife Insurance.
To ensure all the pre / post sales support & services to the Bank as well as to the clients
Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter
Focus on the Quality of Business from day 1 so that Leakage, Persistency, Surrenders and Customer Complaints are as per the norms

Job Context & Major Challenges

Job Context:/Job Challenges:

High dependency on Bank / RMs who may have their own priorities so presence, pro activeness and alignment is the key
Balancing between the process requirement and expectations of the Channel partners
BSLI products will get recommended basis a tool that the Bank RM will use while pitching LI. Once the customer selects BSLI,



responsibility to ensure that the customer understands the product and conversion happens

Key Result Areas

KRA (Accountabilities) (Max 1325 Characters)Supporting Actions (Max 1325 Characters)

KRA1 Achieve Targets (Premium & Revenue) in order to contribute in overall growth of the company Continuous interaction with the mapped RMs / Customers

Going on Joint Calls with the RMs

KRA2 Executes smooth function of the sales and other processes in order to maximise business potential. Communicate any process change or change in any rules and regulations by the help of different training module.

Ensure that actual sales and service aspects including sales calls, issuance and complaint handling are carried out without any blocks

📌 Treasury Relationship Manager- DBS Hyderabad (India)
🏢 Aditya Birla Sun Life Insurance
📍 India