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.
2) Dimensions
What are the areas (in quantitative terms) the job has an impact on?
Dimension
Remarks
1.
Manpower (Nos.)
10-11 depending Branch Spread
2.
Business Impact
Xxx
Target – (Individual )
Annualized Premium (AVG)– 5-10 Cr
Complete accountability of the Sales Target of the Vertical which has a direct impact on the Relationship’s top-line target.
Customer Complaints
0 Customer Complaints
At HDFC Customer Complaints are critical and hence every vertical head will look personally
Persistency
80% Premium Persistency
80% Policy Persistency
Drive 13 month Rolling Premium Persistency
(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 –
Accountability
Supporting Actions
Achieve Targets (Premium & Revenue) in order to contribute in overall growth of the company
Executes smooth function of the sales and other processes in order to maximise business potential.
Relation Ship Management: Open Architecture
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
Execute the right method of business acquisition in order get the profitable mix for the organisation
Achieve Persistency targets as per the company norms so that renewals take place on time
Qualifications:
Minimum Experience Level:
2-5 Years
Report to:
Deputy Chief Manager
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