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Position purpose
Drive business and reach targets through allocated region/area. Nurture and sustain the relationship with the channel partner for the incremental development of the business contributing by the relation and help/supervise them for the smooth function of the business process flow. Oversee a group of Sales Managers to sustain the proper process of doing valued business for the organisation.
Position context & Key challenges
Position context: Drive business and reach targets through allocated region/area. Nurture and sustain the relationship with the channel partner for the incremental development of the business contributing by the relation and help/supervise them for the smooth function of the business process flow. Oversee a group of Sales Managers to sustain the proper process of doing valued business for the organisation.
Job Challenges: • High dependency on HDFC Bank relationships in Open Architecture scenario, where they may have their own priorities so alignment is the key.
• Balancing between the process requirement and expectations of the Channel partners
Core result areas
KRA (Accountabilities) (Max 1325 Characters)
Assisting Actions (Max 1325 Characters)
KRA1
Make sure achievement of Targets (Premium & Revenue) in order to contribute in overall growth of the company
1. Continuous interaction ( as per RH / ZH's defined grid ) with the channel partners/Circle Heads of the Zone
2. Mapping all the key decision makers & build review mechanism per mapping basis decided Intervals
3. Aggressively downloading all the RnR activities to be run by BSLI
4. Innovative ways to download the R&R acti
KRA2
Make sure smooth function of the sales and other processes in order to maximise business potential.
1. Communicating any product changes, process change or change in any rules and regulations (internal / IRDA) with the help of different training module.
2. Assisting in the actual sales and service aspects including sales calls, issuance and complaint handling
KRA3
Relation Ship Management: Open Architecture
1. To Handle Bank clients qualifications with the best services and products ranges
2. To be equipped with insurance and Bank Products knowledge
3. To oversee the relationship at all the levels to have the desire out-puts.
KRA4
Drive effective channel management
1. Work with the channel partner to effectively use R&R programs to drive desired behaviours
2. Make sure efficient use of spent on Channel Partners which helps in reaching the end objective.
3. Make sure achievement of desired levels of
? People Retention:10%
? Activisation of Teams:20%
? FYP ISSUED:50%
? NOPs:10%
? Product Mix: 10% (20%,Trad 50%: ULIP 40%: Protection 10%Monthly)
4. 15% Business More than TATA Deliver inputs for new products & Sales Pitch, basis an in-depth understanding of Channel needs
5. Identify training needs for the in-house and channel partner teams
6. Position gaps / Vacancy to be filled within a TAT of T+15 Days
7. Identify innovative methods working with the relationship to enhance penetration of the database
KRA5
Make sure the right method of business acquisition in order get the profitable mix for the organisation
1. Scrutinise the business on regular basis
2. Sustain quality checks. Monitor Client Complaints and adhere to defined resolution TATs - T + 72 Hrs
3. Take necessary documented actions against defaulting employees on quality / conduct parameters
KRA6
Persistency
1. Regular MIS flow and Communication with Channel Partners on T-30 Basis ( T Being the renewal date )
2. Resolve queries as and when required to make sure that renewal takes place on time
3. Fortnightly renewal status review mechanism to be followed internally
KRA7
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
2. SM Review Mechanism to have 40% Activation with 2 Case / Active @ 50K ATS to be focused
3. Make sure Product Mix - Trad 50% : ULIP 40% : Term 10%
4. 15% Business More than TATA Deliver inputs for new products & Sales Pitch, basis an in-depth understanding of Channel needs
5. Identify training needs for the in-house and channel partner group
This opening is for the Circle relationship Head | Maharashtra position in Indore.
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 5-15 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 Circle relationship Head | Maharashtra at Aditya Birla Group.
This role requires around 5-15 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.