- 경험
- 어느
- 샐러리
- —
- 채용 공고
- 1
- 게시됨
- 4주 전
- 작업 모드
- 사무실에서
- 적임
- Candidates who can work full time from the Vadodara, Gujarat office and are suited to sales, channel management, and relationship-driven insurance business development roles.
- 재개하다
- 신청 시 필수 사항
당신이 일하게 될 곳
직무 설명
Job Purpose
The role is focused on generating insurance business through an assigned relationship or channel partner in a defined area or zone. The incumbent will influence the partner to recommend Birla Sun Life Insurance to its customers, while also ensuring complete pre-sales and post-sales support for both the partner and end customers. A key expectation is not only to meet targets, but to drive steady quarter-on-quarter business growth.
Job Context & Major Challenges
This position involves developing insurance business through an assigned relationship or channel partner within a territory. Success depends on building confidence with the partner so they can position Birla Sun Life Insurance to their customers, while delivering end-to-end support through the dedicated team aligned to the relationship.
Key challenges include:
- Frequent market fluctuations, especially because the business largely consists of unit-linked policies.
- Heavy reliance on the HDFC branch banking model in an open-architecture setup, where the bank may have competing priorities, making alignment essential.
- Managing the gap between internal process requirements and the expectations of channel partners.
Key Result Areas
- Meet premium and revenue targets to contribute to the company’s overall growth by staying in regular contact with channel partners, especially multiple branch heads within the bank.
- Map key decision-makers and ensure the information is shared with RH and ZH teams.
- Actively promote and drive all organizational recognition and reward initiatives.
- Design creative branch-level activities to improve customer reach and penetration.
- Ensure sales and service processes run smoothly, including communication of any rule or process changes through training modules.
- Make sure sales calls, policy issuance, and complaint handling are completed without interruptions.
- Manage bank customer needs by offering suitable services and product options in an open-architecture environment.
- Stay well-versed in insurance as well as banking products.
- Maintain effective relationship management across all levels to achieve the desired outcomes.
- Identify new opportunities within the allotted area or relationship to improve productivity and top-line growth.
- Use the FLS review mechanism to achieve 40% activation with 2 cases per active at 50K ATS.
- Maintain the recommended product mix of Traditional 50%, ULIP 40%, and Term 10%.
- Generate 15% more business than TATA.
- Share inputs for new products and sales pitches based on a strong understanding of channel requirements.
- Identify training needs for both in-house teams and channel partner teams.
- Review business regularly and pass relevant updates to senior managers.
- Engage customers through welcome calls.
- Support persistence targets by communicating with customers and resolving queries so renewals happen on time.
Job Challenges
- Market volatility due to the company’s strong focus on unit-linked policies.
- Dependence on the HDFC branch banking model in open architecture.
- Balancing compliance and process expectations with channel partner requirements.
Additional Information
The role is based in Vadodara, Gujarat, India and is a full-time onsite position.
No stipend or salary details were provided in the source.