TM- Area Manager-HDFC BB Hyderabad

Birla Carbon; Hyderabad; On-site; INR 600,000 - 1,500,000; Full time

Job summary

Aditya Birla Group is seeking a focused insurance sales professional to derive insurance business from assigned bank channels, focusing on Birla Sun Life Insurance. The role aims to generate revenue by building strong relationships with HDFC Bank branches, delivering pre and post‑sales support, and driving quarter‑over‑quarter growth with high persistency.

The incumbent will coach bank customers, ensure product mix targets, and coordinate trainings for teams and channel partners while monitoring

Qualifications

• Experience driving insurance sales through bank channels.
• Ability to train and coach frontline staff.
• Strong relationship management with branch heads and partners.

Responsibilities

• Achieve premium and revenue targets (individual target 10 Cr) and overall vertical targets.
• Engage with HDFC bank branch heads to identify decision makers and support the relationship.
• Document and disseminate relationship status to senior management.
• Drive RnR activities and create branch-level initiatives to increase customer penetration.
• Ensure smooth sales and service processes, minimizing blockers in sales calls, issuance, and complaint handling.
• Provide product knowledge and coaching to bank customers, ensuring optimal product mix (50% Traditional, 40% ULIP, 10% Term).
• Identify training needs, new product pitches, and business acquisition strategies to achieve a profitable mix.
• Maintain regular reviews of business performance and report to superiors.
• Ensure prompt communication with customers to support renewals and meet persistency targets.
• Log and receive policies, arrange trainings for the team and channel partners, and manage manpower recruitment and issuance support.

Skills

Relationship Building

Sales targets

Training & Coaching

Branch coordination

Job description

At the Aditya Birla Group, our Corporate Vision is aligned and intricately woven with our People Vision.

Overview

Location: India Andhra Pradesh Mayfair, Hyderabad.

This role is responsible for deriving insurance business from assigned Relationship/Channel partners within a zone or area, focusing on Birla Sun Life Insurance.

Job Purpose

To generate and grow insurance revenue by building relationships with HDFC Bank Branches, delivering pre and post‑sales support, ensuring consistent business growth each quarter, and maintaining high persistency and customer satisfaction.

Primary Responsibilities

• Achieve premium and revenue targets (individual target 10 Cr) and overall vertical sales targets.
• Engage continuously with multiple HDFC branch heads to identify decision makers and support the relationship.
• Document and disseminate relationship status to senior management.
• Drive RnR activities and create innovative branch‑level initiatives to increase customer penetration.
• Execute smooth sales and service processes, ensuring no blockers in sales calls, issuance, and complaint handling.
• Provide product knowledge and coaching to bank customers, ensuring optimal product mix (50% Traditional, 40% ULIP, 10% Term).
• Identify and implement training needs, new product pitches, and business acquisition strategies to achieve a profitable mix.
• Maintain regular reviews of business performance and report to superiors.
• Ensure prompt communication with customers to support renewals and meet persistency targets (80% policy persistency, 13‑month rolling premium).
• Log and receive policies, arrange trainings for the team and channel partners, and manage manpower recruitment and issuance support.

Relationships

• Internal: Support Executive’s Trainers, HR, Issuance Coordinator, Client Service (daily, monthly, as needed).
• External: Relationship building with branch heads and business development activities (daily).