Cluster Manager-Axis-Kollam

Aditya Birla Sun Life Insurance; Kerala; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Aditya Birla Sun Life Insurance in India is seeking a Cluster Manager to lead Axis Bank relationships at the Zone Office. You will drive insurance sales through channel partners, aligning bank priorities with Birla Sun Life products and overseeing pre- and post-sales support.

The role emphasizes achieving annual targets, ensuring policy persistency, and coordinating with multiple branch heads to grow revenue amid market dynamics.

Qualifications

• To derive Insurance Business from assigned Relationship/Channel partner in an area or zone.
• Ensure pre- and post-sales support and services to the relationship and clients.

Responsibilities

• Accountability for achieving targets (Premium & Revenue) contributing to company growth.
• Continuous interaction with channel partners (Bank Branch Heads) to map key decision makers.
• Drive 13-month rolling premium persistency and policy persistency.

Job description

2-BAN.SL.1.1.1 BSLI – Confidential

Job Description

HayGroup ??

1

Job Title

Cluster Manager Axis Bank

Function

Axis Branch Banking

Department

Axis Channel

Reporting To

(Title)

Circle Relationship Head Axis Bank

Job Band JB 10

Superior’s Superior

(Title)

Zone Relationship Head – Relationship Axis

Unit

Birla Sun Life Insurance

Location

Zone Office

Business

Life Insurance

Date

February 9th 2018

2-BAN.SL.1.1.1 BSLI – Confidential

Job Description

HayGroup ??

2

• Job Purpose

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.

• Dimensions

What are the areas (in quantitative terms) the job has an impact on? Dimension Remarks

• Manpower (Nos.)

10-11 depending Branch Spread

• 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 Axis Customer Complaints are critical and hence every

• Persistency

80% Premium Persistency 80% Policy Persistency Drive 13 month Rolling Premium Persistency

• Job Context & Major Challenges

(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 –)

• Market Volatility as BSLI predominantly sell unit linked policies
• High dependency on Axis 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 2-BAN.SL.1.1.1 BSLI – Confidential

Job Description

HayGroup ??

3

• Relationships (If Applicable)

Internal Frequency Nature Support Executive’s Trainers HR Issuance Coordinator Client Service Daily Monthly As and When

Required

Daily

As and When

Required

To Log-in and receipting Policies. For arranging trainings for the team as well as for the relationships. Mainly recruitments and man power related issues. To Ensure the policies are Issued on time. Service related issues. External Frequency Nature Relationship Daily Business Development and to ensure the smooth sailing, Organizational Relationships (Separate Annexure to be Attached) SIGN-OFF Signature Name Date Job Analyst Signature Name