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Job Purpose Job Purpose Description
Job Purpose Description
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
