Tele-Management Sales Manager - Phone Based

Overview

The primary responsibility is to generate insurance business from assigned relationship/channel partners within a specific region or zone. The role involves persuading these partners to encourage their customers to invest in Birla Sunlife Insurance products. It requires overseeing both pre- and post-sales support and services for the channel partners and clients, alongside managing the dedicated team. Achieving set targets and ensuring steady business growth each quarter are crucial.

Major Challenges

• Dealing with market fluctuations since Birla Sunlife Insurance mainly deals with unit linked policies.
• Dependence on third parties or channel partners who may have differing priorities, necessitating effective alignment.
• Balancing the company’s processes with the expectations of channel partners.

Key Responsibilities

• Consistently engage with channel partners and identify key decision-makers, ensuring communication flows to superiors.
• Proactively participate in all organizational reward and recognition (RnR) activities.
• Communicate process or rule changes using training modules to ensure smooth sales and operational procedures.
• Ensure sales calls, policy issuance, and complaint handling are executed without obstacles.
• Maintain over 90% employee retention by appropriately assigning roles based on team members’ strengths and opportunities.
• Recruit, develop, and train team members to maximize productivity; fill vacancies within 15 days.
• Analyze business regularly and report relevant insights to superiors.
• Engage customers with welcome calls to build rapport and encourage business.
• Achieve persistency targets by timely managing renewals through customer communication and query resolution.