DDM Team member 11 - HDFC Bank Relationship

Birla Carbon; Mumbai; On-site; INR 400,000 - 600,000; Full time

Job summary

Birla Carbon is seeking a dedicated professional to drive insurance business from assigned partners in Mumbai, Maharashtra. The role focuses on building relationships, ensuring customer satisfaction, and achieving sales targets while providing pre and post-sales support.

The ideal candidate will be responsible for maintaining consistent business growth and will work closely with channel partners to align goals and priorities. Strong communication and strategic planning skills are essential for success in this role.

Responsibilities

• Achieve targets in premium and revenue for company growth.
• Ensure smooth function of sales processes to maximize business potential.
• Maintain people retention at 90% and allocate job responsibilities based on strengths.
• Execute effective business acquisition methods for profitable mixes.
• Achieve persistency targets to ensure timely renewals.

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 Challenges

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

Key Result Areas

• KRA1: Achieve Targets (Premium & Revenue) in order to contribute in 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
  • Aggressively download all the RnR activities running by the organisation.
• 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.
  • Ensure that actual sales and service aspects including sales calls, issuance and complaint handling are carried out without any blocks
• KRA3: Ensure relevant people in the right place right time in order to maximise the productivity
  • People Retention @ 90% levels to be maintained
  • Understanding the strength of the resource and depending on that allocating job responsibility
  • Evaluating the opportunity of each team member and allocating targets as per that
  • Recruit, develop and train team members to maximize productivity
  • Position gaps / Vacancy to be filled within a TAT of T+15 Days
• 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
• KRA5: Achieve Persistency targets as per the company norms so that renewals take place on time
  • Communicate with customers
  • resolve queries as and when required to ensure that renewal takes place on time