:
Job Title
Cluster Manager HDFC Bank
Function
HDFC Branch Banking
Department
HDFC Channel
Reporting To
(Title)
Circle Relationship Head HDFC Bank
Superior\xe2\x80\x99s Superior
(Title)
Zone Relationship Head \xe2\x80\x93 Relationship HDFC
Unit
Birla Sun Life Insurance
Location
Zone Office
Business
Life Insurance
Date
February 9th 2018
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)\xe2\x80\x93 5-10 Cr
Complete accountability of the Sales Target of the Vertical which has a direct impact on the Relationship\xe2\x80\x99s 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
Drive 13 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 \xe2\x80\x93
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