SM - Ahmedabad - COP

Job Purpose

To derive Insurance Business from assigned Relationship/Channel in the area or zone, to convince the relationship so they can convince their customer to invest in Birla Sun life 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.

Job Context & Major Challenges

Job Context: /Job Challenges:

To 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 Sun life 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.

i) Market Volatility as BSLI predominantly sell unit link polices.

ii) High dependency on third Party/Relationship who may have their own priorities so alignment is the key.

iii) Balancing between the process requirement and expectation of the channel partners.

Key Result Areas

KRA (Accountabilities) (Max 1325 Characters)Supporting Actions (Max 1325 Characters)

KRA1 Achieve targets (Premium & Revenue) in order to contribute overall growth of the company Continuous interaction with the channel partners.

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

Aggressively downloading all the RnR activities running by the organization,

KRA2 Executes smooth function of the sales and other –processes in order to maximize business potential. Communicate any process change or change in any rules and regulation by the help of different training module.

Ensure that actual sales and service aspects including sales call, Insurance and compliant handling are carried out without any books.

KRA3 Execute the right method of business acquisition in order to get the profitable mix for the organization. Scrutinize the business on regular basis and give the relevant information to the superiors.

Interact with the customers through welcome calls.

KRA4 Achieve Persistency targets as per the company norms so that renewals take place on time. Communicate with customers.

Resolve queries as and when required to ensure that renewal takes place on time