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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 Context/Job Challenges:
• Key Challenges for the role – • 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
| KRA (Accountabilities) (Max 1325 Characters) | Supporting Actions (Max 1325 Characters) | |
|---|---|---|
| KRA1 | Relation Ship Management: Open Architecture. | To Handle Bank customers requirements with the best services and products ranges 2. To be equipped with insurance and Bank Products knowledge To manage the relationship at all the levels to have the desire out-puts. |
| KRA2 | Building new business opportunities within the allocated area/relationships in order to maximise the productivity / Top Line | Identify innovative methods working with the relationship to enhance penetration of the database 2. FLS Review Mechanism to have 40% Activation with 2 Case / Active @ 50K ATS to be focused Ensure Product Mix - Trad 50% : ULIP 40% : Term 10% 15% Business More than TATA Provide inputs for new products & Sales Pitch, basis an indepth understanding of Channel needs Identify training needs for the in-house and channel partner team |
| KRA3 | Achieve Persistency targets as per the company norms so that renewals take place on time | 1. Communicate with customers and 2. resolve queries as and when required to ensure that renewal takes place on time |
| KRA4 | 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. 2. Ensure that actual sales and service aspects including sales calls, issuance and complaint handling are carried out without any blocks |
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 7-10 Years years of relevant experience expected for this role.
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Area Manager - Ahmedabad at Aditya Birla Group.
This role requires around 7-10 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.
Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.
You can apply directly using the Apply Now button on this page, which will take you to Aditya Birla Group's application process for this role.