| 1) 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. |
2) Dimensions What are the areas (in quantitative terms) the job has an impact on | |||
Dimension | Remarks | ||
1. | Manpower (Nos.) | 10-11 depending Branch Spread | |
2. | Business Impact | Xxx | |
Target - (Individual ) | Annualized Premium (AVG)- 5-10 Cr | Complete accountability of the Sales Targetof the Vertical which has a direct impact on the Relationship's top-line target. | |
Customer Complaints | 0 Customer Complaints | At HDFC Customer Complaints are critical and hence every vertical head will look personally | |
Persistency | 80% Premium Persistency 80% Policy Persistency | Drive13 month Rolling Premium Persistency |
| 3) Job Context & Major Challenges (What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit/Zone |
Key Challenges for the role -
|
| 4) Principal Accountabilities | |
Accountability | Supporting Actions |
Achieve Targets (Premium & Revenue) in order to contribute in overall growth of the company |
|
Executes smooth function of the sales and other processes in order to maximise business potential. |
|
Relation Ship Management: Open Architecture |
To manage the relationship at all the levels to have the desire out-puts. |
Building new business opportunities within the allocated area/relationships in order to maximise the productivity / Top Line |
|
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 |
|
| 5) Relationships (If Applicable) | ||
| Internal | Frequency | Nature |
Support Executive's Trainers HR Issuance Coordinator Client Service | Daily Monthly As and When Required Daily As and When Required | To Log-in and receipting Policies. For arranging trainings for the team as well as for the relationships. Mainly recruitments and man power related issues. To Ensure the policies are Issued on time. Service related issues. |
| External | Frequency | Nature |
Relationship | Daily | Business Development and to ensure the smooth sailing, |
| 7) Organizational Relationships (Separate Annexure to be Attached) |
| |||
|
| SIGN-OFF | ||
Signature | ||
Name | ||
Date |
Job Analyst | |
Signature | |
Name |
Cluster Manager - HDFC Securties - Patna • Guwahati, India
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