Job Purpose

To 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 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

Job Context & Major Challenges

Job Context: /Job Challenges:

Market Volatility as BSLI predominantly sell unit linked policies

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 Channel partners

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 channel partners ( Multiple Branch Heads of the Bank)

Mapping all the key decision makers andensuring that the same information is shared

with the RH/ZH

Aggressively downloading all the RnR activities

running by the organisation.

Create Innovative ways to have Branch

Activities to increase the customer

penetration

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

KRA3 Relation Ship Management: Open Architecture To Handle Bank customers requirements with

the best services and products ranges

To be equipped with insurance and Bank

Products knowledge

To manage the relationship at all the levels to

have the desire out-puts

KRA4 Execute the right method of business acquisition

in order get the profitable mix for the

organisation Scrutinise the business on regular basis and

give the relevant information to superiors

Interact with the customers through welcome

calls

KRA5 Achieve Persistency targets as per the company

norms so that renewals take place on time Communicate with customers and

resolve queries as and when required to

ensure that renewal takes place on time