Job Purpose

Job Purpose Description

Job Context & Major Challenges

Key Challenges for the role –

Low adoption rates & visibility resulting in poor leveraging of investment costs and inability to enjoy intended efficiency benefits across sales higerarchy.

The projects are more IT driven, leading to lower than planned levels of execution. Sales involvement in actively participating in building a robust system to either solve or improve efficiency is minimal.

Multiple projects running simultaneously and shifting of business priorities often results in delays in implementation/execution of the projects within the set timelines.

Key Result Areas

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

KRA1 Partner with the distribution channels leadership and sales teams to effectively capture, design and deliver automation projects 1. Liaise with channel heads, internal sales teams as well as channel partners to understand automation opportunities and gaps in existing systems.

- Develop an in-depth understanding of the inter-linkages between various systems and processes as well as the multiple business channels and models to proactively identify automation opportunities.
- Create a robust roadmap and project plans to address the automation needs.
- Articulate the need to the development teams with clarity and create a Project management charter for the same with explicit delivery timelines
- Oversee the projects initiated and implemented in above mentioned areas with respect to deliverables, cost & people aspects, timelines, quality etc.
- Carry out regular benefit analysis & align projects accordingly with respect to various end objectives




- Monitor and drive adoption rates in partnership with the sales channel
- Liaison with Channel & functional leadership, channel partners & external consultants from time to time on various aspects of the project to keep them abreast on the latest developments & seek cooperation on areas required.

KRA2 Create effective and significant pre launch activity with the sales team 1. Effectively plan and conduct pilot launches in selected geographies.
- Loop back the learning from the Pilot to the main project to ensure seamless launch of the project.
- Coordinate with the marketing team to create suitable pre launch communication and marketing collaterals to generate excitement and expectation in the field
- Ensure roll out of the launch across the country seamlessly by coordinating with various departments/stakeholders.

KRA3 Actively engage with key stakeholders to assist in increased adoption 1. Educate end users by clearly stating the objective of the intervention and providing appropriate training.
- Actively work with the IT/Training team to create relevant training modules & roll out a training calendar for the same across the country.
- Actively engage with the Sales channel leadership & run TTTs so that a pool of trainer gets created who can train the field sales people.




- Articulate & communicate through recurrent mails/communication channels things like expected adoption rates, benefits to the internal customers & cost efficiencies.
- Set up review platforms and take feedback from the end users on process improvements.
- Capture usage/user feedback to refine and upgrade system if required
- Engage with stakeholders to proactively look for opportunities to refine and upgrade system

KRA4 Monitor usage and continuously work on achieving usage goals 1. Publish usage patterns across geographies on agreed frequency
- Engage with end users proactively basis analytics of usage & take corrective action including escalation matrix to channel leadership.
- Ensure that post-implementation user feedback is captured regularly and effectively and identify scope for system improvements from the same.
- Share status reports with the Steercom on the progress of key projects and engage with them for interventions/support that may be required from them from time to time.

KRA5 Facilitate query management along with IT Team 1. Actively participate along with IT team to understand nature of query and trend patterns
- Agree on pre defined time line to resolve queries
- Take proactive steps to create FAQ’s for end users which will make the process more user friendly

KRA6 Team Development 1. Ensure through continuous on-the-job training, skill enhancement of team members
- Through a structured rotation system, ensure that all team members get sufficient exposure on the various sub verticals to build knowledge base within the team.

📌 Chief Manager Web Aggregator (Haryana)
🏢 Aditya Birla Sun Life Insurance
📍 Haryana