Relationship Manager - HDFC Bank (Aditya Birla Sun Life Insurance)

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:

• Achieve Targets (Premium & Revenue) in order to contribute to overall growth of the company 
• Executes smooth function of the sales and other processes to maximise business potential.
• Execute the right method of business acquisition in order get the profitable mix for the organisation
• Achieve Persistency targets as per the company norms so that renewals take place on time