1)  Job Purpose 

To derive Insurance Business from assigned Bank relationship in an area or zone, to convince the customer to invest in Birla Sunlife Insurance which will help to build relationship with the partners. To ensure all the 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. 

2) Job Context 

Key requisition for the role – 

• Core selling of traditional products  
• 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 

3) Principal Accountabilities 

Accountability 

Supporting Actions 

Client Relationship & Performance 

• The candidate prime responsibility should build good relationship with the Branch Managers and Team members of the Assigned Branches and generate maximum lead from the branches assigned and take it to closure and generate maximum revenue for BSLI. 

• To ensure effective conversion on lead supplied. 
• Continuous interaction with the channel partners  
• Supervise and coordinate the sales of policy 
• To ensure meeting targets as per the set norms of foreign bank relationship. 

Executes smooth function of the sales and other processes in order to maximise business potential. 

1. Prepare and present the sales illustrations to the prospective client and explain the policy details as per client’s requirement in order to convince him of the worth and value of the policy. 
2. To arrange for the required documentation and medical examination of the client. 
3. Adhering to KYC norms. 
4. To ensure that sales complaints are minimal and are resolved within TATs, if any. 

Customer based build up.   

1. To ensure regular customer engagements.  
2. Build up customer relationship with referencing model. 

Achieve Persistence targets as per the company norms so that renewals take place on time 

1. Communicate with customers and  
2. Resolve queries as and when required to ensure that renewal takes place on time