Cluster Manager - HDFC (BB) -Rohtak

PeopleStrong; Rohtak; On-site; INR 350,000 - 550,000; Full time

Job summary

Birla Sun Life Insurance (BSLI) is seeking a field-based Bancassurance Sales professional in the Haryana/Rohtak region to derive insurance business from assigned relationships and channels. The role focuses on achieving targets while ensuring pre- and post-sales support for partners and clients.

Key challenges include market volatility and alignment with relationships who have their own priorities. The incumbent will manage end-to-end sales processes and ensure renewals and persistency targets

Qualifications

• Graduate with sales experience in bancassurance is preferred.
• Strong communication and relationship-building skills.
• Target-driven with ability to derive insurance business from channel partners.

Responsibilities

• Interact with channel partners to derive insurance business.
• Map key decision makers and share information with superiors.
• Ensure sales calls, issuance and service processes run smoothly.
• Communicate process changes and train on new rules/regulations.
• Acquire profitable business mix and monitor persistency targets.
• Ensure renewals happen on time and resolve customer queries.

Skills

Bancassurance Sales

Education

Graduate

Job description

DEPARTMENT-2 HDFC - Branch Banking

Country India

Skills

Skill

Bancassurance Sales

Graduate

CERTIFICATION

Job Description

Channel: - Banca

1) Job Purpose

To derive Insurance Business from assigned Relationship/Channel partner in an area, 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. Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter.

(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 third party/relationships who may have their own priorities, so alignment is the key.
• Balancing between the process requirement and expectations of the Channel partners

3) Principal Accountabilities

Accountability

Supporting Actions

Achieve Targets (Premium & Revenue) to contribute to overall growth of the company

• Continuous interaction with the channel partners
• Mapping all the key decision makers and ensuring that the same information is shared with the superior

Executes smooth function of the sales and other processes 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

Execute the right method of business acquisition in order get the profitable mix for the organisation

• 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