Cluster Manager - HDFC - Coimbatore

Aditya Birla Sun Life Insurance; Tamil Nadu; On-site; INR 450,000 - 750,000; Full time

Job summary

Aditya Birla Sun Life Insurance seeks a results-driven sales and channel management professional to drive premium growth through bank channels while balancing market volatility. You will align process requirements with partner priorities, manage Open Architecture relationships, and lead training to ensure compliant, profitable client acquisitions.

This role interfaces with multiple bank branch heads and internal teams in a dynamic insurance landscape.

Qualifications

• Experience in managing bank channel partnerships and sales channels.
• Ability to align process requirements with partner priorities.
• Strong understanding of unit linked policies market context.

Responsibilities

• KRA1 Achieve targets in premium and revenue while engaging bank channel heads.
• KRA2 Ensure smooth sales processes and communicate regulatory changes through training modules.
• KRA3 Manage relationships with Open Architecture to meet customer needs.
• KRA4 Drive profitable business acquisition and provide regular insights to superiors; conduct welcome calls.

Skills

Channel partner management

Sales process optimization

Open Architecture

Banking liaison

Job description

• 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
  

Job Purpose

Job Purpose Description

Job Context & Major Challenges

Job Context / Job 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 Continuous interaction with the channel partners ( Multiple Branch Heads of the Bank)

KRA2 Executes smooth function of the sales and other processes in order to maximise business potential Communicate any process change or change in any rules and regulations by the help of different training module.

KRA3 Relation Ship Management: Open Architecture To Handle Bank customers requirements with the best services and products ranges

KRA4 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.