Job Description

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.


Job Context & Major Challenges


Job Context / Job 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

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 partners


2. Mapping all the key decision makers and ensuring that the same information is shared with the superior


KRA2 Executes smooth function of the sales and other processes in order to maximise business potential. 1. Communicate any process change or change in any rules and regulations by the help of different training module.


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


KRA4 Achieve Persistency 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


Minimum Experience Level


3 - 7 years


Job Qualifications


Graduate Diploma