CM - IDFC BB - Professional

Job Purpose

To derive Insurance Business from assigned Relationship/Channel partner in an area or zone, 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 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.

Key Challenges for the role

1. Market Volatility as BSLI predomitly sell unit linked policies

2. High dependency on HDFC Branch Banking Model in Open Architecture who may have their own priorities so alignment is the key.

3. Balancing between the process requirement and expectations of the Channel partners

Accountability

1. Achieve Targets (Premium Revenue) in order to contribute in overall growth of the company

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

3. Building new business opportunities within the allocated area/relationships in order to maximise the productivity / Top Line

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