HDFC BB - CM - Ludhiana

Aditya Birla Sun Life Insurance; Punjab; On-site; INR 550,000 - 900,000; Full time

Job summary

Aditya Birla Sun Life Insurance is seeking a field-based professional to drive insurance business through assigned relationship/channel partners in Punjab. You will influence partners to steer clients toward Birla Sun Life Insurance products, while ensuring pre- and post-sales support and service.

The role focuses on achieving premium and revenue targets, maintaining regular partner interactions, and ensuring renewals and persistency.

Qualifications

• 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

Responsibilities

• 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

Job description

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.

Job Context & Major Challenges

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

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