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? To derive Insurance Business from assigned Bank in an area or zone
? To convince the Bank RMs so that they can convince their customer to invest in Birla Sunlife Insurance.
? To ensure all the pre / post sales support & services to the Bank 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
? Focus on the Quality of Business from day 1 so that Leakage, Persistency, Surrenders and Customer Complaints are as per the norms
Job Context:/Job Challenges:•High dependency on Bank / RMs who may have their own priorities so presence, pro activeness and alignment is the key
• Balancing between the process requirement and expectations of the Channel partners
• BSLI products will get recommended basis a tool that the Bank RM will use while pitching LI. Once the customer selects BSLI, responsibility to ensure that the customer understands the product and conversion happens
| 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 | Continuous interaction with the mapped RMs / Customers Going on Joint Calls with the RMs |
| KRA2 | 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. 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 5-7 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 Treasury Relationship Manager- DBS Hyderabad at Aditya Birla Group.
This role requires around 5-7 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.