Job Description

Channel: - Banca

1) Job Purpose

To derive Insurance Business from assigned Relationship/Channel partner in an area, 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. Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter.

2) Job Context & Major Challenges (What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit/Zone?
Key Challenges for the role – Market Volatility as BSLI predominantly sell unit linked policies High dependency on third party/relationships who may have their own priorities, so alignment is the key. Balancing between the process requirement and expectations of the Channel partners

2) Job Context & Major Challenges

(What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit/Zone?

Key Challenges for the role –

Market Volatility as BSLI predominantly sell unit linked policies
High dependency on third party/relationships who may have their own priorities, so alignment is the key.
Balancing between the process requirement and expectations of the Channel partners

Accountability	Supporting Actions
3) Principal Accountabilities
Achieve Targets (Premium & Revenue) to contribute to overall growth of the company	Continuous interaction with the channel partners Mapping all the key decision makers and ensuring that the same information is shared with the superior
Executes smooth function of the sales and other processes 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
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
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

3) Principal Accountabilities

Accountability

Supporting Actions

Achieve Targets (Premium & Revenue) to contribute to overall growth of the company

Continuous interaction with the channel partners

Mapping all the key decision makers and ensuring that the same information is shared with the superior

Executes smooth function of the sales and other processes 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

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

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

Frequently Asked Questions

What are the eligibility criteria for the Cluster Manager - HDFC (BB) -Rohtak job at Aditya Birla Group?

Eligibility typically includes the qualifications and experience outlined in the job description above, with around 5-10 Years years of relevant experience expected for this role.

What are the primary responsibilities of a Cluster Manager - HDFC (BB) -Rohtak at Aditya Birla Group?

The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Cluster Manager - HDFC (BB) -Rohtak at Aditya Birla Group.

Is prior experience required for this position?

This role requires around 5-10 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.

What skills are important for this role?

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.

How do I apply for the Cluster Manager - HDFC (BB) -Rohtak role at Aditya Birla Group?

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.

Cluster Manager - HDFC (BB) -Rohtak