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Aditya Birla Sun Life Mutual Funds

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About Us

Aditya Birla Capital Limited (“ABCL”) is a listed systemically important non-deposit taking Non-Banking Financial Company (NBFC) and the holding company of the financial services businesses. Through its subsidiaries/JVs, ABCL provides a comprehensive suite of financial solutions across Loans, Investments, Insurance, and Payments to serve the diverse needs of customers across their lifecycles. Over 1,482 branches and more than 200,000 agents/channel partners along with several bank partners.

Nationwide Branches

1,482

No. of Employees

59,000

Agents/Channel Partners

2,00,000+

Aggregate Assets

INR 3,550 Billion

Active Customer Base

39 Million

Consolidated Lending Book

INR 699 Billion

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Job Description

AB Sun Life Insurance Co Ltd

CRM-DM-PATNA

Location: Hathwa, Patna, Bihar

Job Description

Job Purpose

Drive Insurance Business from assigned team and Orphan database across campaigns. To ensure all the pre and post sales support and services to the clients along with the team. To maintain 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: Drive Insurance Business from assigned team and Orphan database across campaigns. To ensure all the pre and post sales support and services to the clients along with the team. To maintain Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter.

Job Challenges: • To drive adoption of Service to sales approach on the Orphan customer.

• To ensure differentiated and segmented approach to various campaigns

• To manage attrition of the front line sales force and limited availability of quality talent.

Key Result Areas

	KRA (Accountabilities) (Max 1325 Characters)	Supporting Actions (Max 1325 Characters)
KRA1	Implementation of Loyalty Model	1. To ensure maintenance of relationship with Orphan customers. 2. Up-Sell to customers assigned through various campaigns. 3. Ensure Renewal collection and AUM conservation of the assigned base.
KRA2	Achieve Targets related to Premium and NOP in order to contribute in overall growth of the company	4. Allocate leads to the team members as per targets decided. 5. Periodically monitor and review performance on the assigned topline and health parameters 6. Handhold and guide them on the sales process, lead conversion and closure of sale 7. Aggressively downloading all the RnR activities running by the organisation.
KRA3	Executes smooth function of the sales and other processes in order to maximise business potential.	1. Communicating any process change or change in any rules and regulations by the help of different training module. 2. Ensure that actual sales and service aspects including sales calls, issuance and complaint handling are carried out without any blocks
KRA4	Ensure relevant people in the right place right time in order to maximise the productivity	1. Understanding the strength of the resource and depending on that allocating job responsibility 2. Evaluating the opportunity of each business unit and allocating targets as per that.
KRA5	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 2. Achieve Persistency targets as per the company norms so that renewals take place on time 3. Take corrective actions related to persistency and health
KRA6	Recruitment & Training	1. To ensure recruitment of team on a time based manner. 2. To manage attrition within the specified limits. 3. Ensure through continuous on the job training, skill enhancement of team members.