1) Job Purpose Responsible for day to day operational, financial, commercial & administrative activities of the branch. Ensuring 100% compliance to regulatory and organizational guidelines. 2) Dimensions What are the areas (in quantitative terms) the job has an impact on? Dimension Remarks 1. Input Accuracy Target 90% Inclusive of Medical and Non Medical cases 2. Petty Cash 15-25 (thousand) Monthly 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: Consistent delivery of 100% accuracy across wide range of activities amid rapidly changing processes, diverse organizational guidelines , adaptation to regular extended working hours, seasonal & un predictable spike in volumes with limited or no system validations. Maintaining confidentiality of information and documentation despite lack of infrastructure and support Operating multiple systems (in excess of 15) despite server band width and connectivity issues Handling Sales behavior effectively in order to ensure compliance to internal and external guidelines 4) Principal Accountabilities Accountability Supporting Actions Execute financial processes timely with 100% accuracy Execute the receipting, banking and reconciliation processes accurately for policy cash/Cheque/DD within timelines as per the set process. Detection of Fake note to avoid operational loss Cheque Dishonour Management. Safe custody of both sets of Safe and cash box Keys and one set of office keys. Timely reconciliation of assets of the branch. Ensure genuineness of petty cash spends, timely raising and recording. Provide commercial support Identify local vendors and facilitate their registration as per procurement guidelines. Procurement of vendor bills, establishing genuineness and timely payment as per agreement. Encourage NEFT registrations of vendors. Support lease agreement registration and renewal process. New branch set up- coordination with various functions like IT/Infra/banking/ZOPS/DSF for smooth functions of branch. Extend Legal , Compliance and Taxation support Timely remittance of professional and work contract tax. Represent company on behalf of compliance/HO for hearing matters in labour/consumer court. Timely updates to HO on receipt of any notice from Tax authorities/labour offices/employment exchange/Local municipal offices. Ensure statutory displays at branches. Ensure 100% compliance of AML guidelines, identification and reporting of suspicious & fraudulent operational and financial transactions. Adherence to BCP guidelines. Handle Advisor commission process Timely Updation & handover of Commission chq to Advisors. Encourage NEFT with advisors and FLS. Resolve commission related queries of advisor. Ensure timely receipts and hand-over of TDS certificate to advisors. Provide HR/IT/Admin support Manage joining and exit formalities for concerned employees at the branch, including full and final settlement process. Log calls in case of downtime/pursue with Corporate IT. Monitor and ensure housekeeping, security and dispatch services are rendered in an uninterrupted and cost effective manner. Handle physical resource booking like meeting rooms, projectors, etc. Execute Underwriting and New Business processes Scrutinise New Business applications as per the SOPs to ensure 100% input accuracy to enhance straight through processing and issuance to submission ratio. Arrange speedy pick up of medical reports from medical labs and timely transmission of applications, medical reports, requirements via scanning and indexing with 100% accuracy. Collaborate with head office process owners/vendors to facilitate faster issuance. Ensure timely and accurate updation and delivery of policy documents/refund cheques in adherence to set standards. Provide prompt, accurate and courteous Customer Service Ensure 1st contact resolution at the branch for all internal & external customers’ & track requests through prescribed systems ensuring 100% accuracy and timely closure. Scrutinise claims documentation as per set guidelines and coordination with sales force and claimant for speedy fulfilment of claim requirements. Ensure 100% accurate and timely scrutiny & processing of reinstatement, fund switch, financial payout requests & other customer requests on the same day to avoid Gain/Loss. Customer identity & signature to be verified to establish genuineness of the transaction. Proactively participate in data cleansing exercise for both internal & external customers in respect of Bank details, PAN card Information, contact details & undelivered communications, . Contribute to Revenue Generation & conservation at every single opportunity & instance. Encourage NEFT enrolment for internal & external customers Participating in Persistency drive by sharing data with sales force & contacting customers for the allocated data base. Encourage use of self help tools like Go Green, ECS activation, alternate payment options by customers. Enhance contactability of the customers by collecting contact details. Participate in cost savings initiatives. Actively endeavour towards containing Freelook/ Surrender / withdrawal at branches by convincing customers. Actively engage with visiting customers to enhance revenue generation for the business by way of promoting Riders & top up adding to incremental premium on the existing policies for the Co. Intimate & pursue cheque dishonour cases with the respective sales team members / customer both at new business & renewal stage & strive for repayment to conserve the revenue. Identify & report fraudulent claims by providing proof / information to Claims team and get involved with the investigation as much required and sought. Prevent Fraudulent / Fake Policies from issuance by Branches by controlling the document verification and reporting to Compliance & UW Save cost (on controllable expenses) at Branches on Electricity, Stationery, Photocopying, Staff Welfare, Other Miscellaneous Expenses etc Execute Advisor Licensing process & extend Sales Support First time right application processing for New advisor and license renewal Support BM on Recruitment plan is executed properly and the candidates are nominated for Pre Licensed training Prepare & distribute sales management MIS including data maintenance from Receipt Writer and Sales Portal to the concerned. Coordinating for execution of reward & recognition programs for sales force through MIS & communications to branch sales force as required by the Branch Head. Assist Branch Head to follow up for New Business Application requirements with the sales force of the branch Control Pool laptops for agency managers Managing sales promotion material & activities at the branch level including stock management. Inventory Management of marketing collateral Assist HO in fraud and compliance investigation pertaining to FLS and advisors Assist Branch Head to follow up for New Agent licensing requirements at new business and renewal stage with the sales force of the branch Coordinate FLS coding and FLS tagging with HO Coordinate for advisor / FLS Reward and Recognitions and for domestic & overseas sales conference with HO Contact updation in BSLI online of Advisors and FLS Contactability enhancement at NB stage,post welcome call followed by CRT. Preparation of Various MIS related to BSLI Way and updation of Various Dash Boards. Coordination with various institutes, approved by Training Head, for the training of new Insurance Applicant. Re exam scheduling of failed candidates in coordination with BH/AMs Coordination with RHR for offer letter generation for FLS Arrangement of Various training programmes in Branches coordinating with Training manager and BM/BH. Downloading various process to Sales team during morning huddle (BSLI Way). Ensure timely opening and closing of office premises 5) Job Purpose of Direct Reports NA 6) Relationships (If Applicable) Internal Frequency Nature Zonal & Head Office Operations & Finance, HR, Infra and procurement, Admin , Sales, Legal and Compliance, IT Frequency: Regular Nature: To coordinate for all branch operational and accounting deliverables. External Frequency Nature Customers Vendors Banks Advisors Frequency: Transaction Based Transaction Based / Need based Need Based Regular Nature: To carry out receipting, service customer requests, respond to queries and complaints, convince for retention of business in case of surrender / withdrawal / freelook requests, upsell riders & top ups with visiting customers. Ensuring vendor deliver as per the SLA Deposits and follow ups on payment. Commission Pay Outs, Requirement follow up, process downloads, etc. Minimum Experience Level 2 - 4 years Job Qualifications Graduate

Job Purpose Job Purpose Description To derive Insurance Business from assigned team in the Defence affinity from the allocated cantts. To ensure all the pre and post sales support and services to the defence clients along with the team. Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarte New captive channel that’s being set up where and requires a lot of efforts in setting up the people, process, and structure. High attrition of the front-line sales force and limited availability of quality talent We being a late mover in the cantt, hence relationship building has to be spearheaded in its true sense by this role Motivating & driving a team of contractual & variable Parakram Managers as both would have different drivers Minimum Experience Level 5 - 13 years Job Qualifications Graduate Diploma

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. Minimum Experience Level 1 - 5 years Job Qualifications Graduate

Job Purpose The purpose of this job is to provide MIS and administrative support to the regional manager for the assigned region. Job Context & Major Challenges Job Context/Job Challenges: Job Context: The purpose of the job is to provide MIS and administrative support to the Regional Manager for the assigned region. Job Challenges: Ensuring up to date MIS across the channel with a wide geographical spread Key Result Areas KRA (Accountabilities) (Max 1325 Characters) Supporting Actions (Max 1325 Characters) KRA1 Provide coordination and MIS support to the Regional Manager to capture performance parameters. 1. Collate vital data to enable decisions making by the Regional Manager. 2. Provide timely reports and updates to the on-business trends and activities, gaps and opportunities. 3. Provide admin related assistance to Function Head. 4. Assist in creating availability of Dashboards HOS on key performance metrics KRA2 Develop automation to reduce TAT and increase data integrity 1. Create MACROS/Dash boarding capabilities 2. Develop control checks to ensure process compliance. Minimum Experience Level 2 - 4 years Job Qualifications Graduate

Job Title Branch Manager - 1 Reporting To (Title) Assistant Regional Manager / Regional Manager/Asst. Zonal Head Superior’s Superior (Title) Zonal Head/Asst. Zonal Head/Head of Sales Unit Birla Sun Life Insurance Company Ltd Location Zone Business Life Insurance Date May 2013 1) Job Purpose The purpose of this job is to manage a team of Agency Managers, ensure advisor recruitment as per plan, and assist the Branch Head to make the branch a profit centre and to achieve annual business targets. 2) Dimensions What are the areas (in quantitative terms) the job has an impact on? Dimension Remarks 1. Manpower (Nos.) 8 to 10 AMs 2. Annualised Premium (in Cr) 50 Lac to 1.5 Cr 3. Policies (Nos) 100 to 500 4. Net Annualised Advisor Commission (NAAC) (in Cr) 10 Lac to 30 Lac 5. Persistency 85% 13 month Rolling Premium Persistency 6. Sales Progression Maintain 30% of sales progression in the team 7. Licensing Create distribution as defined in the targets 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 – Unavailability of Quality Manpower in terms of Agency Managers and advisors, Retention of Quality Manpower Licensing of Advisors – Pass Percentage is very low, getting examination dates for Online Examination is very difficult. Fluctuating market condition Delay in completion of business during month end as it involves the long process to issue the policy (starting from policy receipting, scanning, completing requirement, medical follow ups and finally the completion). Infrastructure constraints Ensuring that business is carried out as per the compliance & regulatory environment 4) Principal Accountabilities Accountability Supporting Actions Ensure performance of assigned Agency Managers with respect to recruitment of Advisors & achievement of business targets. 1. Recruit quality resource 2. Ensure performance standards of recruitment , activisation , policies & premium are met by the assigned agency managers 3. Maintain the profitability: Of the advisor Of the Branch. 4. Keep track on Advisors Contest and Clubs 5. Keep track on various training needs. 6. Sharing good sales practices. 7. Provide support to AM by participating in sales/recruitment. 8. Be responsible for the market conduct of the assigned agency managers and the advisors in their team 9. Maintain the Sales Report on Introduction and Issued Business 10. Develop the Agency Manager’s (goal sheets). 11. Carry out goal setting exercise with his team enabling the FLS team to deliver the expected productivity & subsequently leading the team to progress to next progression level. Manage persistency and business health for the allotted branch so that functional goals are achieved. 1. Manage sales force attrition as per bench mark. 2. Maintain quality of business for better persistency. Relationship Management (Internal & External) to drive performance. 1. Maintain healthy & cordial relation with team of Agency Managers as well as all concerned departments. 2. Maintain one to one contact with all advisors. 3. Ensure reaching of communication to the advisors of his team about new product, schemes, clubs, etc. (using FLS as key point of contact). 4. Visit top advisors in regular intervals. Drive local sales promotion effort for to support team members in achieving business targets 1. Anticipate sales promotion opportunities in the area of operation and devise innovative promotional activity. 2. Driving various contests Ensure Risk Management as per company policy. 1. Carrying out the business activities as per the compliance & regulatory environment. 2. Ensure (by doing basic screening & basic sanity checks) the applications that healthy business is introduced in the system. 3. Be responsible for the market conduct of the assigned agency managers and the advisors in their team Manage administrative responsibilities of the branch in the absence of the Branch Head. 1. Assist the Branch Head in carrying out the branch administrative responsibilities / in the absence of Branch Head 2. Monitor operational costs 3. Facilitate in resolving any people or client related issues. Team Management 1. Ensure through continuous on the job training, skill enhancement of team 2. Mentor, supervise and coach the team. 3. Provide for on the job as well as classroom training for skill enhancement 4. Ensure periodic job rotation to give a higher exposure to the team members on all aspects. 6) Relationships (If Applicable) Internal Frequency Nature Support staff of branch Operations Accounts HO Frequency: Daily Need based Need based Nature: To manage branch related issues, MIS. To manage policy, customer related issues Commission pay out External Frequency Frequency: Regular Regular Nature Peers in competitor companies Recruiting agencies Nature: To gain market understanding To ensure AM recruitment 7) Organizational Relationships (Separate Annexure to be attached) Head HR & Admin Chief Mgr - HR Perf, Comp & Ben. SIGN-OFF Signature Name Date Job Analyst Signature Name Minimum Experience Level 2 - 8 years Job Qualifications Graduate

Job Title Branch Manager - 1 Reporting To (Title) Assistant Regional Manager / Regional Manager/Asst. Zonal Head Superior’s Superior (Title) Zonal Head/Asst. Zonal Head/Head of Sales Unit Birla Sun Life Insurance Company Ltd Location Zone Business Life Insurance Date May 2013 1) Job Purpose The purpose of this job is to manage a team of Agency Managers, ensure advisor recruitment as per plan, and assist the Branch Head to make the branch a profit centre and to achieve annual business targets. 2) Dimensions What are the areas (in quantitative terms) the job has an impact on? Dimension Remarks 1. Manpower (Nos.) 8 to 10 AMs 2. Annualised Premium (in Cr) 50 Lac to 1.5 Cr 3. Policies (Nos) 100 to 500 4. Net Annualised Advisor Commission (NAAC) (in Cr) 10 Lac to 30 Lac 5. Persistency 85% 13 month Rolling Premium Persistency 6. Sales Progression Maintain 30% of sales progression in the team 7. Licensing Create distribution as defined in the targets 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 – Unavailability of Quality Manpower in terms of Agency Managers and advisors, Retention of Quality Manpower Licensing of Advisors – Pass Percentage is very low, getting examination dates for Online Examination is very difficult. Fluctuating market condition Delay in completion of business during month end as it involves the long process to issue the policy (starting from policy receipting, scanning, completing requirement, medical follow ups and finally the completion). Infrastructure constraints Ensuring that business is carried out as per the compliance & regulatory environment 4) Principal Accountabilities Accountability Supporting Actions Ensure performance of assigned Agency Managers with respect to recruitment of Advisors & achievement of business targets. 1. Recruit quality resource 2. Ensure performance standards of recruitment , activisation , policies & premium are met by the assigned agency managers 3. Maintain the profitability: Of the advisor Of the Branch. 4. Keep track on Advisors Contest and Clubs 5. Keep track on various training needs. 6. Sharing good sales practices. 7. Provide support to AM by participating in sales/recruitment. 8. Be responsible for the market conduct of the assigned agency managers and the advisors in their team 9. Maintain the Sales Report on Introduction and Issued Business 10. Develop the Agency Manager’s (goal sheets). 11. Carry out goal setting exercise with his team enabling the FLS team to deliver the expected productivity & subsequently leading the team to progress to next progression level. Manage persistency and business health for the allotted branch so that functional goals are achieved. 1. Manage sales force attrition as per bench mark. 2. Maintain quality of business for better persistency. Relationship Management (Internal & External) to drive performance. 1. Maintain healthy & cordial relation with team of Agency Managers as well as all concerned departments. 2. Maintain one to one contact with all advisors. 3. Ensure reaching of communication to the advisors of his team about new product, schemes, clubs, etc. (using FLS as key point of contact). 4. Visit top advisors in regular intervals. Drive local sales promotion effort for to support team members in achieving business targets 1. Anticipate sales promotion opportunities in the area of operation and devise innovative promotional activity. 2. Driving various contests Ensure Risk Management as per company policy. 1. Carrying out the business activities as per the compliance & regulatory environment. 2. Ensure (by doing basic screening & basic sanity checks) the applications that healthy business is introduced in the system. 3. Be responsible for the market conduct of the assigned agency managers and the advisors in their team Manage administrative responsibilities of the branch in the absence of the Branch Head. 1. Assist the Branch Head in carrying out the branch administrative responsibilities / in the absence of Branch Head 2. Monitor operational costs 3. Facilitate in resolving any people or client related issues. Team Management 1. Ensure through continuous on the job training, skill enhancement of team 2. Mentor, supervise and coach the team. 3. Provide for on the job as well as classroom training for skill enhancement 4. Ensure periodic job rotation to give a higher exposure to the team members on all aspects. 6) Relationships (If Applicable) Internal Frequency Nature Support staff of branch Operations Accounts HO Frequency: Daily Need based Need based Nature: To manage branch related issues, MIS. To manage policy, customer related issues Commission pay out External Frequency Frequency: Regular Regular Nature Peers in competitor companies Recruiting agencies Nature: To gain market understanding To ensure AM recruitment 7) Organizational Relationships (Separate Annexure to be attached) Head HR & Admin Chief Mgr - HR Perf, Comp & Ben. SIGN-OFF Signature Name Date Job Analyst Signature Name Minimum Experience Level 2 - 8 years Job Qualifications Graduate

As a Customer Relationship Manager at Aditya Birla Sun Life Insurance Company Ltd, your primary responsibility is to drive the insurance business from the assigned team and orphan database across various campaigns. Your role involves ensuring pre and post-sales support and services to clients and the team, with a focus on achieving targets and maintaining consistent business growth every quarter. In this role, you will impact various dimensions including managing a direct team of 5-7 individuals, achieving FYP targets of approximately Rs. 8 million, meeting NOP targets of 200-250, and handling renewal collections on an orphan base amounting to 20-30 crores of AUM. Key challenges you may face include driving the adoption of a Service to Sales approach for orphan customers, implementing a differentiated and segmented approach to campaigns, and managing attrition among the frontline sales force while dealing with limited availability of quality talent. Your principal accountabilities include implementing a loyalty model by maintaining relationships with orphan customers, up-selling through campaigns, ensuring renewal collection and AUM conservation, and achieving premium and NOP targets. Additionally, you will be responsible for smooth sales processes, allocating leads, monitoring performance, and guiding the team on sales processes and closures. To maximize business potential, you will need to communicate process changes effectively, ensure sales and service aspects run smoothly, place the right people in the right roles, and execute the appropriate business acquisition methods. Recruitment and training of the team, managing attrition, and continuous skill enhancement through on-the-job training are also crucial aspects of your role. Your direct reports, the Direct Sales Executives, are expected to achieve sales and health targets as per their goal sheets. You will interact with internal stakeholders like Support Executives, Trainers, HR, Issuance Coordinator, and Client Service on a regular basis to ensure smooth operations and service delivery. Externally, you will engage in relationship-building activities for business development. Your job qualifications include a minimum experience level of 2-4 years and a graduate or post-graduate degree. Overall, as a Customer Relationship Manager, you play a vital role in driving insurance business growth, maintaining client relationships, and ensuring the success of various campaigns and targets set by Aditya Birla Sun Life Insurance Company Ltd.,

Job Title Regional/Area Sales Manager - Bancassurance Function TPD- Sales Department Bancassurance Reporting To (Title) Relationship Head Superior’s Superior (Title) Head – Banca & Health Business Unit Birla Sun Life Insurance Company Ltd Location Zone Business Life Insurance Date March 2013 1) Job Purpose Drive business and achieve targets through allocated region/area. Nurture and maintain the relationship with the channel partner for the incremental development of the business contributing by the relation and help/supervise them for the smooth function of the business process flow. Manage a team of Sales Managers to maintain the proper process of doing valued business for the organisation. 2) Dimensions What are the areas (in quantitative terms) the job has an impact on? Dimension Remarks 1. Manpower (Nos.) 4-5 depending on the relationship Indirect – could range from 28- 35 2. AP (Yearly in Cr) Rs. 10-15 cr 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 – 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 4) Principal Accountabilities Accountability Supporting Actions Ensure achievement of 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 3. Aggressively downloading all the RnR activities running by the organisation. Ensure 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. Supporting in the actual sales and service aspects including sales calls, issuance and complaint handling Maintain the expense gap in order to reduce the cost 1. Understanding the need of the expense 2. Taking commitment from the channel before any spending or allocation of the budget 3. Maintain a SM wise expanse tracker 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 3. Recruit, develop and train team members to maximize productivity Ensure the right method of business acquisition in order get the profitable mix for the organisation 1. Scrutinise the business on regular basis 2. Interacting with the customers through welcome calls Ensure 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 Building new business opportunities within the allocated area/relationships in order to maximise the 1. Identify innovative methods working with the relationship to enhance penetration of the database 5) Job Purpose of Direct Reports Sales Manager / Senior Sales Manager: 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. 6) Relationships (If Applicable) Internal Frequency Nature TPD Support Team Training Manager HR Dept Customer Service Team Client Service Team Daily Weekly twice Monthly Daily Daily Process, login and issuance related Training related Recruitment and other issue Follow up regarding service issue Follow up regarding issuance External Frequency Nature Bancassurance partner Client – prospect Daily Daily All issue Business and service 7) Organizational Relationships (Separate Annexure to be Attached) Head HR & Admin Chief Mgr - HR Perf, Comp & Ben. SIGN-OFF Signature Name Date Job Analyst Signature Name Minimum Experience Level 5 - 12 years Job Qualifications Under Graduate

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. Roles and Responsibilities Employees are ON ROLLS of Aditya Birla Sunlife Insurance. Employee will be mapped to the respective Bank Branches basis on the geography assigned. Prime Responsibility to generate insurance Business through Bank Branch, walk-in customers and leads generated by the Branch staff. They will be required to generate business only for the assigned branch in the assigned geography through New or Old customers. Providing support to branch profitability by selling ABSLI Insurance product through different acquisition channels in the catchment area. Will be responsible for achieving monthly sales target assigned: NOP FYP Persistency Customer complaint Responsible for customer complaints and need to be resolved in the specific TAT, & ensure quality customer service is delivered. Penetration of LI to existing and new customers. Employee has to build the smooth-professional relationship with the respective Branch Manager & with the Branch employees. In the open Architecture Scenario its very essential to built the strong relationship with the Banca partners. Key Expectations: To Handle Bank customers requirements with the best services and products ranges. To make ourself equipped with insurance and Bank Products knowledge. To manage the relationship at all the levels to have the desire outputs. Communicating any product changes, process change or change in any rules and regulations (internal / IRDA) with the help of different training module to Banca Partners. Supporting in the actual sales and service aspects including sales calls, issuance and complaint handling. Minimum Experience Level 4 - 8 years Job Qualifications Graduate