Cluster Manager HDFC BB Chennai

Birla Carbon; Chennai District; On-site; INR 800,000 - 1,400,000; Full time

Job summary

Aditya Birla Group's insurance division seeks a Manager to drive insurance business through relationship/channel partners in Chennai. The role emphasizes pre/post sales support, customer engagement, and consistent quarterly growth.

You will work closely with bank partners, ensure alignment with branch banking models, and develop innovative activities to increase customer penetration and premium revenue.

Responsibilities

• Achieve targets in premium and revenue through channel partners.
• Maintain pre- and post-sales support for relationships and clients.
• Coordinate with bank branches to ensure alignment and information sharing.
• Identify and build new business opportunities within the area.

Job description

At the Aditya Birla Group, our Corporate Vision is aligned and intricately woven with our People Vision.

Designation : Manager

Location : India Tamil Nadu Adyar - Chennai

Job Description:

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.

Job Context & Challenges: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

Key Result Areas

KRA (Accountabilities) (Max 1325 Characters)

Supporting Actions (Max 1325 Characters)

KRA1 Achieve Targets (Premium & Revenue) in order to contribute in overall growth of the company 1. Continuous interaction with the channel partners ( Multiple Branch Heads of the Bank)
2. Mapping all the key decision makers and
ensuring that the same information is shared with the RH/ZH
3. Aggressively downloading all the RnR activities running by the organisation.
4. Create Innovative ways to have Branch Activities to increase the customer
penetration

KRA2 Executes smooth function of the sales and other processes in order to maximise business potential. 1. Communicate any process change or change in any rules and regulations by the help of different training module.
2. Ensure that actual sales and service aspects including sales calls, issuance and complaint handling are carried out without any blocks

KRA3 Relation Ship Management: Open Architecture 1. To Handle Bank customers requirements with the best services and products ranges
2. To be equipped with insurance and Bank Products knowledge
To manage the relationship at all the levels to
have the desire out-puts.

KRA4 Building new business opportunities within the allocated area/relationships in order to maximise the productivity / Top Line 1. Identify innovative methods working with the relationship to enhance penetration of the database
2. FLS Review Mechanism to have 40% Activation with 2 Case / Active @ 50K ATS to be focused
3. Ensure Product Mix - Trad 50% : ULIP 40% : Term 10%
4. 15% Business More than TATA Provide inputs for new products & Sales Pitch, basis an in- depth understanding of Channel needs
5. Identify training needs for the in-house and channel partner team

KRA5 Execute the right method of business acquisition in order get the profitable mix for the organisation 1. Scrutinise the business on regular basis and give the relevant information to superiors
2. Interact with the customers through welcome calls

KRA6 Achieve Persistency targets as per the company norms so that renewals take place on time 1. Communicate with customers and
2. resolve queries as and when required to
ensure that renewal takes place on time

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