Sr.RSM-Direct Marketing-Mumbai

Aditya Birla Sun Life Insurance; Maharashtra; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Aditya Birla Sun Life Insurance in Maharashtra is seeking a Sales Manager to drive regional targets and groom a team of Sales Managers for effective lead conversion and client servicing.

The role emphasizes advisory selling, regular performance reviews, and training to improve productivity. You will coordinate with internal teams, manage budgets, and ensure renewals as per company norms, while expanding the customer base across the region.

Responsibilities

• Continuous interaction with the Sales managers.
• Regular reviews to monitor productivity levels.
• Ensuring awareness and participation in all the R&R activities run by the organisation.
• Converting the key prospects into customers.
• Communicating any process change or change in any rules and regulations by the help of different training module.
• Supporting in the actual sales and service aspects including sales calls, issuance and complaint handling
• Understanding the need of the expense
• Taking commitment from the channel before any spending or allocation of the budget
• Maintain a SM wise expanse tracker
• 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
• Scrutinise the business on regular basis
• Interacting with the customers through welcome calls
• Communicate with customers and
• Resolve queries as and when required to ensure that renewal takes place on time
• As a support mechanism to the leads which are generated centrally, there should be activities planned including newer ways of generating lead prospects
• Mentor, supervise and coach the team.
• Provide for on the job as well as classroom training for skill enhancement

Job description

Job Purpose

Drive business and achieve targets through allocated region/area. Work towards increasing the overall sales productivity of the team by facilitating & handholding the team in various types of customer acquisition & servicing activities. Manage a team of Sales Managers to maintain the proper process of doing valued business for the organisation.

Dimensions

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

• Direct: 5-6
• Indirect: ~35-45
• AP Targets: ~ Rs. 20 mn
• NOP Targets: 700-900
• Leads: ~ 20000

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 –

The most critical part is grooming the sales force to be able to close the leads / prospects successfully. This is because of the criticality & advisory methods required to be able to successfully do a need based sale.

Continuously conceptualising & executing activities to generate prospective customers to keep the sales force optimally occupied in the region.

Principal Accountabilities

Accountability Supporting Actions

Ensure achievement of Targets (Premium & NAAC ) in order to contribute in overall growth of the company

• Continuous interaction with the Sales managers.
• Regular reviews to monitor productivity levels.
• Ensuring awareness and participation in all the R&R activities run by the organisation.
• Converting the key prospects into customers.

Ensure 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.
• Supporting in the actual sales and service aspects including sales calls, issuance and complaint handling

Maintain the expense gap in order to reduce the cost

• Understanding the need of the expense
• Taking commitment from the channel before any spending or allocation of the budget
• Maintain a SM wise expanse tracker

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

Ensure the right method of business acquisition in order get the profitable mix for the organisation

• Scrutinise the business on regular basis
• Interacting with the customers through welcome calls

Ensure 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

Supporting activities for Lead generation

• As a support mechanism to the leads which are generated centrally, there should be activities planned including newer ways of generating lead prospects

Team Management

• Mentor, supervise and coach the team.
• Provide for on the job as well as classroom training for skill enhancement

Job Purpose of Direct Reports

Sales Manager:

To derive Insurance Business from assigned area or zone, to convince the relationship so they can convince their customer to invest in Birla Sun life Insurance. Manage a team of 10 DSE’s in a way that they are optimally working for the channel at the desired productivity levels. 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.

Relationships (If Applicable)

Internal Frequency Nature TPD Support Team Training Manager HR Dept Customer Service Team Client Service Team Daily Weekly twice Monthly Daily Daily Process, login and issuance related Training related Recruitment and other issue Follow up regarding service issue Follow up regarding issuance External Frequency Nature Lead Generation Vendor Client – prospect Fortnightly Daily All issue Business and service