1) Job Purpose

To derive Insurance Business from assigned HDFC Branches/Relationship partner in an area, to convince the relationship so they can convince their customers to invest in Aditya Birla Sunlife Insurance. To ensure all the pre and post-sales support and services to the relationship as well as to the clients ensuring consistent growth in the business every quarter. Strong relationship and alignment is the key in the role.

Key Challenges for the role -

• Aligning the priorities of the HDFC and ABSLI thereby managing the relationship.
• Balancing between the process requirement and expectations of the Relationship Partner
• Team alignment with the Relationship Partner

3) Principal Accountabilities

Revenue Targets

1. Structured and continuous meetings with the Relationship partners
2. Motivating the team to achieve their targets.
3. Training and coaching the Relationship Partner of respective Branches mapped on ABSLI Products and process to maximize sales
4. Drive all the Rewards & Recognition activities run by ABSLI and Liaison with the Partners.
5. Mapping all the key decision makers and influence them

Engage with relationship partner to maximise business potential.

1. Communicate process change or change in any rules and regulations, timely, to the relationship Partner or mapped branch Head's
2. Ensure that actual sales and service aspects including sales calls, issuance and complaint handling/escalations are managed without any delays and with utmost priority.

Manpower planning

1. Ensuring that every critical Branch of the relationship Partner has adequate Man-Power.
2. Recruiting and coaching the team members to maximize productivity.
3. Understanding the strength of the resource and accordingly allocating job responsibility

Managing Quality of Business

1. Engaging with customers, through Calls or personal visits, reinforcing authenticity checks

By closely scrutinizing their financial history.

1. Explaining products with complete details and features to minimize the risk of policy lapse.

4) Job Purpose of Direct Reports

• To be based at allocated Bank Branch for Insurance Sales through the respective Branch Employees
• To achieve the Month on Month assigned Sales target for the Branch or Area
• To coach & train the respective Branch Employees on ABSLI products and process to maximize the lead generation
• Manage the persistency & NOP
• Ensure no escalation and customer complaint from the mapped branches