Job Context & Major Challenges
Job Context: To derive Insurance Business from assigned Relationship/Channel partner in an area or zone, to convince 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 Challenges:
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 1. Continuous interaction with the channel partners ( Multiple Branch Heads of the Bank)
KRA2 Executes smooth function of the sales and other processes in order to maximise business potential. 1. Communicate any process change or change in any rules and regulations by the help of different training module.
KRA3 Relation Ship Management: Open Architecture 1. To Handle Bank customers requirements with the best services and products ranges
To manage the relationship at all the levels to have the desire out-puts.
KRA4 Building new business opportunities within the allocated area/relationships in order to maximise the productivity / Top Line 1. Identify innovative methods working with the relationship to enhance penetration of the database
KRA5 Execute the right method of business acquisition in order get the profitable mix for the organisation 1. Scrutinise the business on regular basis and give the relevant information to superiors
KRA6 Achieve Persistency targets as per the company norms so that renewals take place on time 1. Communicate with customers and
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