SM DM Kolkata

Aditya Birla Sun Life Insurance; West Bengal; On-site; INR 1,500,000 - 2,200,000; Full time

Job summary

Aditya Birla Sun Life Insurance is seeking a Senior Sales Manager/Sales Manager in Direct Marketing to lead a team and drive life insurance business from the orphan database across campaigns. You will ensure pre- and post-sales support and service to clients while guiding the team to sustain growth.

This role focuses on achieving targets, fostering consistent quarterly expansion, and strengthening client relationships through effective campaign management and leadership.

Responsibilities

• Drive life insurance business from assigned team and orphan customers across campaigns.
• Achieve targets while ensuring quarterly growth and consistent performance.
• Maintain pre- and post-sales support and servicing to clients along with the team.

Job description

Job Purpose

Job Purpose Description

Job Title

Senior Sales Manager/Sales Manager

Function

Direct Marketing

Department

Direct Marketing

Reporting To

(Title)

Area/Regional Sales Manager

Superior ’s Superior

(Title)

Zonal Manager

Unit

Birla Sun Life Insurance Company Ltd

Location

Zone

Business

Life Insurance

Date

October 2015

• Drive Insurance Business from assigned team and Orphan database across campaigns. To ensure all the pre and post sales support and services to the clients along with the team. To maintain 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: 5-7
Indirect: N/A

• FYP Targets

~ Rs. 8 mn

• NOP Targets

200-250

• Renewal Collection on orphan Base

20-30 crores of AUM

• Job Context & Major Challenges (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

• To drive adoption of Service to sales approach on the Orphan customer.
• To ensure differentiated and segmented approach to various campaigns
• To manage attrition of the front line sales force and limited availability of quality talent.

Principal Accountabilities

Accountability

Supporting Actions
Implementation of Loyalty Model

• To ensure maintenance of relationship with Orphan customers.
• Up-Sell to customers assigned through various campaigns.
• Ensure Renewal collection and AUM conservation of the assigned base.

• Achieve Targets related to Premium and NOP in order to contribute in overall growth of the company

• Allocate leads to the team members as per targets decided.
• Periodically monitor and review performance on the assigned topline and health parameters
• Handhold and guide them on the sales process, lead conversion and closure of sale
• 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.

• Communicating 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.

• 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
• Achieve Persistency targets as per the company norms so that renewals take place on time
• Take corrective actions related to persistency and health

Recruitment & Training

• To ensure recruitment of team on a time based manner.
• To manage attrition within the specified limits.
• Ensure through continuous on the job training, skill enhancement of team members.
• Job Purpose of Direct Reports

Direct Sales Executive

To achieve the Sales and health targets set for them as per their goal sheets.

• Relationships (If Applicable)

Internal

Frequency
Nature
Support Executive’s
Trainers
HR
Issuance Coordinator
Client Service
Daily
Regularly
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