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1) Position purpose
To derive Insurance Business from assigned Relationship/Channel partner in an area, to convince the relationship so they can convince their client to invest in Birla Sunlife Insurance. To make sure all the pre- and post-sales back up and services to the relationship as well as to the clients. Make sure not only reaching the target but also to make sure there is a consistent growth in the business every quarter.
2) Position context & Key challenges
(What are the specific aspects of the job that deliver 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
3) Principal Accountabilities
Accountability
Assisting Actions
Reach Targets (Premium & Revenue) to contribute to overall growth of the company
Continuous interaction with the channel partners
Mapping all the key decision makers and making sure 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.
Make sure 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 clients through welcome calls
Reach Persistency targets as per the company norms so that renewals take place on time
Communicate with clients and resolve queries as and when required to make sure that renewal takes place on time
This opening is for the HDFC BB - CM - Ludhiana position in Ludhiana.
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.
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a HDFC BB - CM - Ludhiana at Aditya Birla Group.
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.
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.