Aditya Birla Capital Hiring for Cluster Manager at Agra, Uttar Pradesh, India Full Time

we have job opening for multiple location as Cluster Manager – Bancassurance.

Agra, Bareilly, Sitapur, Kanpur, Etawah, Aligarh,

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 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.

Key Challenges for the role –

• Market Volatility as BSLI predominantly sell unit linked policies
• High dependency on HDFC Branch Banking Model in Open Architecture who may have their own priorities so alignment is the key.
• Balancing between the process requirement and expectations of the Channel partners
• Principal Accountabilities

Accountability

Supporting Actions

Achieve Targets

(Premium & Revenue) in order to contribute in overall growth of the

Company

Continuous interaction with the channel

partners ( Multiple Branch Heads of

the Bank)

Mapping all the key decision makers and ensuring that the same information

is shared with the RH/ZH

Aggressively downloading all the RnR activities

running by the organisation.

Create Innovative ways to have Branch Activities

to increase the customer

penetration

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

Relation Ship Management: Open Architecture

To Handle Bank customers requirements with the

best services and products ranges

To be equipped with insurance and Bank Products knowledge

to manage the relationship at all the levels to have the desire out-puts.

Building new

business opportunities within the allocated area/relationships in order to

maximise the productivity / Top Line

Identify innovative methods working with the

relationship to enhance penetration of the database

FLS Review Mechanism to have 40% Activation with 2

Case / Active @ 50K ATS to be focused

Ensure Product Mix – Trad 50% : ULIP 40% : Term 10%

15% Business More than TATA Provide inputs for new

products & Sales Pitch, basis an in- depth understanding of Channel needs

Identify training needs for the in-house and

channel partner team

Execute the right method of business

acquisition in order get the profitable mix for the organization

Scrutinise the business on regular basis and give

the relevant information to superiors

Interact with the customers through welcome calls

Achieve Persistency targets as per the

company norms so that renewals take place on time

Communicate with customers and

resolve queries as and when required to

ensure that renewal takes place on time