1) Job PurposeTo 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. . Effectively Liaison both internally and externally to achieve the desired results. 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 policiesHigh 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 partnersTo keep the attrition level below the market level due to competitionTraining the team and provide quality inputs to their day-to day activities.3) Principal AccountabilitiesAccountabilitySupporting ActionsAchieve Targets (Premium & Revenue) in order to contribute in overall growth of the company.Continuous interaction with the channel partnersMapping all the key decision makers and ensuring that the same information is shared with the superiorAggressively downloading all the RnR activities running by the organisation.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 blocksEnsure relevant people in the right place right time in order to maximise the productivityUnderstanding the strength of the resource and depending on that allocating job responsibilityEvaluating the opportunity of each business unit and allocating targets as per thatRecruit, develop and train team members to maximize productivityExecute the right method of business acquisition in order get the profitable mix for the organisationScrutinise the business on regular basis and give the relevant information to superiorsInteract with the customers through welcome callsTo keep a check on the attirition within the teamTo keep a check on the attirition within the teamAchieve Persistency targets as per the company norms so that renewals take place on time and also focus on maximum activation of sellers assigned to the teamCommunicate with customers andresolve queries as and when required to ensure that renewal takes place on timeTrack the seller activation and focus on activating maximum POS’s.
Tagged as: sales / bd