Channel Manager - HDFC BB Gurgaon

Role summary

The purpose of this position is to grow insurance business through the assigned relationship or channel partner network in the designated area or zone. The role requires influencing partners so they recommend Birla Sun Life Insurance to their customers, while delivering complete pre-sales and post-sales support to both the partners and their clients through the dedicated team. A key expectation is not only to meet business targets, but also to deliver steady quarter-on-quarter growth.

Job context and key challenges

This role is focused on generating insurance business from an assigned relationship or channel partner in a specific region. It involves building confidence with the partner so they can promote Birla Sun Life Insurance products to their customers, while ensuring service support before and after the sale for both the partner and the end customer.

Key challenges

• Business performance may be affected by market fluctuations, since the company largely sells unit-linked policies.
• The role depends heavily on third-party relationships, which may have competing priorities; maintaining alignment is therefore essential.
• There is a constant need to balance internal process requirements with channel partner expectations.

Key result areas

1. Deliver premium and revenue targets to support the company’s overall growth.

• Maintain regular engagement with channel partners.
• Identify all important decision-makers and ensure the details are escalated to senior management.
• Actively communicate and promote all reward and recognition initiatives run by the organization.

2. Run sales and operational processes smoothly to unlock maximum business potential.

• Share any process updates or regulatory changes through appropriate training modules.
• Ensure that sales and service activities such as sales calls, policy issuance, and complaint resolution happen without interruption.

3. Place the right people in the right roles at the right time to improve productivity.

• Maintain people retention at 90%.
• Assess team strengths and assign responsibilities accordingly.
• Evaluate each team member’s potential and set targets based on capability.
• Recruit, develop, and train team members to improve output.
• Fill position gaps or vacancies within T+15 days.

4. Use the right business acquisition approach to achieve a profitable business mix for the organization.

• Review the business regularly and share relevant updates with senior leaders.
• Connect with customers through welcome calls.

5. Improve persistency as per company standards so renewals are completed on time.

• Stay in touch with customers and address their queries promptly to support timely renewal.

Additional information

The role is based in Haryana, India, and is a full-time, onsite position. The source material does not mention salary, stipend, openings, eligibility criteria, education requirements, perks, or start date.