Territory Manager - Sales Manager - VRM

Aditya Birla Capital

Job Purpose

To drive 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 & 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

Job Context & Major Challenges

Job Context

To drive 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 & 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

Job Challenges

Market Vitality 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 the expectation of the channel partners

Key Result Areas

KRA (Accountabilities) (Max 1325 Characters)Supporting Actions (Max 1325 Characters)

KRA1 Achieve Targets (premium & revenue) in order to contribute in overall growth of the company 1. Continuous interaction with the channel partner

Mapping all the key decision makers and ensuring that the same information is shared with the superior
Aggressively downloading all the RnR activities running by the organization

KRA2 Execute Smooth Function of the sales and other process in order to maximise business potential 1. Communicate any process change or change in any rules and regulations by the help of the different training module

Ensure that actual sales and services aspects including sales calls, issuance and complaint handling are carried out without any blocks

KRA3 Execute the right method of business acquisition in order to get the profitable mix for the organization 1. Scrutinize the business in regular basis and give the relevant information to superiors

Interact with the customers through welcome calls

KRA4 Achieve Persistency targets as per the company norms so that renewals takes place on time 1. Communicate with customers

Resolve queries as and when required to that ensure that renewal takes place on time