Sales Manager - KVB - Erode

Aditya Birla Sun Life Insurance; Tamil Nadu; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

Aditya Birla Sun Life Insurance seeks a Senior Sales Manager/Sales Manager in Bancassurance to drive insurance business through assigned relationships and channels in Tamil Nadu. You will ensure pre- and post-sales support while guiding a team dedicated to the relationship.

The role focuses on convincing relationships to promote Birla Sun Life policies, achieving quarterly growth, and meeting premium targets while managing service and process alignment with partners.

Qualifications

• Experience in Bancassurance sales or life insurance distribution.
• Strong communication and negotiation skills.
• Proven ability to drive premiums and revenue through partners.

Responsibilities

• Achieve targets (premium and revenue) through assigned relationships and channels.
• Interact daily with channel partners and keep superiors updated with progress.
• Recruit, develop and train team members to maximise productivity.
• Ensure timely issuance and after-sales support for customers.

Skills

Relationship management

Channel partner engagement

Sales leadership

Target achievement

Job description

Senior Sales Manager/Sales Manager - Bancassurance

TPD- Sales

Department

Bancassurance

Reporting To

Regional/Area Sales Manager - Bancassurance

’s Superior

(Title)

Relationship Head

Unit

Birla Sun Life Insurance Company Ltd

Location

Zone

Business

Life Insurance

Date

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.

Dimensions

What are the areas (in quantitative terms) the job has an impact on?

Dimension

Remarks

Manpower (Nos.)

Direct: 3-5

AP Target

Rs. 3-5 cr p.a.

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) 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 downloading all the RnR activities running by the organisation.

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

Ensure relevant people in the right place right time in order to maximise the productivity

• Understanding the strength of the resource and depending on that allocating job responsibility
• Evaluating the opportunity of each business unit and allocating targets as per that
• Recruit, develop and train team members to maximize productivity

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 Purpose of Direct Reports

Unit Sales Managers: To achieve the Sales target for the assigned relationship as per the functional goals.

Internal Frequency Nature

Support Executive’s

Trainers

HR

Issuance Coordinator

Client Service

Daily

Monthly

As and When Required

Daily

As and When Required

To Log-in and receipting Policies.

For arranging trainings for the team as well as for the relationships.

Mainly recruitments and man power related issues.

To Ensure the policies are Issued on time.

Service related issues.

External Frequency Nature

Relationship

Daily

Business Development and to ensure the smooth sailing,

• Organizational Relationships (Separate Annexure to be Attached)

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