2-BAN.SL.1.1.1 BSLI – ConfidentialJob DescriptionHayGroup ??1Job TitleCluster Manager Axis BankFunctionAxis Branch BankingDepartmentAxis ChannelReporting To(Title)Circle Relationship Head Axis BankJob Band JB 10Superior’s Superior(Title)Zone Relationship Head – Relationship AxisUnitBirla Sun Life InsuranceLocationZone OfficeBusinessLife InsuranceDateFebruary 9th 20182-BAN.SL.1.1.1 BSLI – ConfidentialJob DescriptionHayGroup ??21) Job PurposeTo derive Insurance Business from assigned Relationship/Channel partner in an area or zone, toconvince 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 theclients along with the team dedicated to the relationship. Ensure not only achieving the target butalso to make sure there is a consistent growth in the business every quarter.2) DimensionsWhat are the areas (in quantitative terms) the job has an impact on?Dimension Remarks1. Manpower (Nos.)10-11 depending Branch Spread2. Business Impact Xxxa. Target - (Individual )Annualized Premium (AVG)– 5-10 CrComplete accountability of theSales Target of the Verticalwhich has a direct impact on theRelationship’s top-line target.b. Customer Complaints 0 Customer ComplaintsAt HDFC Customer Complaintsare critical and hence everyvertical head will look personallyc. Persistency80% Premium Persistency80% Policy PersistencyDrive 13 month Rolling PremiumPersistency3)



Job Context & Major Challenges(What are the specific aspects of the job that provide a challenge to the jobholder in thecontext of the Unit/Zone?Key Challenges for the role –? Market Volatility as BSLI predominantly sell unit linked policies? High dependency on Axis Branch Banking Model in Open Architecture who may have theirown priorities so alignment is the key.? Balancing between the process requirement and expectations of the Channel partners4) Principal AccountabilitiesAccountability Supporting ActionsAchieve Targets (Premium & Revenue) in order tocontribute in overall growth of the company1. Continuous interaction with the channelpartners ( Multiple Branch Heads of the Bank)2. Mapping all the key decision makers and2-BAN.SL.1.1.1 BSLI – ConfidentialJob DescriptionHayGroup ??3ensuring that the same information is sharedwith the RH/ZH3. Aggressively downloading all the RnR activitiesrunning by the organisation.4. Create Innovative ways to have BranchActivities to increase the customerpenetrationExecutes smooth function of the sales and otherprocesses in order to maximise business potential.1. Communicate any process change or change inany rules and regulations by the help ofdifferent training module.2. Ensure that actual sales and service aspectsincluding sales calls, issuance and complainthandling are carried out without any blocksRelation Ship Management: Open Architecture1. To Handle Bank customers requirements withthe best services and products ranges2.



To be equipped with insurance and BankProducts knowledgeTo manage the relationship at all the levels tohave the desire out-puts.Building recent business opportunities within theallocated area/relationships in order to maximisethe productivity / Top Line1. Identify innovative methods working with therelationship to enhance penetration of thedatabase2. FLS Review Mechanism to have 40% Activationwith 2 Case / Active @ 50K ATS to be focused3. Ensure Product Mix - Trad 50% : ULIP 40% :Term 10%4. 15% Business More than Max Provide inputsfor new products & Sales Pitch, basis an indepthunderstanding of Channel needs5. Identify training needs for the in-house andchannel partner teamExecute the right method of business acquisitionin order get the profitable mix for theorganisation1. Scrutinise the business on regular basis andgive the relevant information to superiors2. Interact with the customers through welcomecallsAchieve Persistency targets as per the companynorms so that renewals take place on time1. Communicate with customers and2. resolve queries as and when required toensure that renewal takes place on time2-BAN.SL.1.1.1 BSLI – ConfidentialJob DescriptionHayGroup ??45) Relationships (If Applicable)Internal Frequency NatureSupport Executive’sTrainersHRIssuance CoordinatorClient ServiceDailyMonthlyAs and WhenRequiredDailyAs and WhenRequiredTo Log-in and receipting Policies.For arranging trainings for the team aswell as for the relationships.Mainly recruitments and man powerrelated issues.To Ensure the policies are Issued ontime.Service related issues.External Frequency NatureRelationshipDailyBusiness Development and to ensurethe smooth sailing,7) Organizational Relationships (Separate Annexure to beAttached)SIGN-OFFSignatureNameDateJob AnalystSignatureName

📌 Cluster Manager-Axis-Trivandrum (Thiruvananthapuram)
🏢 Birla Carbon Italy
📍 Thiruvananthapuram