Job Description – Regional Business Manager

Function:	Group Business
Department:	Group Business – Mega Accounts
Business Unit:	Life Insurance
Location:	Sales Office – Goregaon East

Role Summary:

The Regional Business Manager – Mega Accounts (RBM-MA) will be responsible for driving institutional sales within the Group Business segment, specifically targeting large corporate accounts. This role involves end-to-end sales cycle management, relationship building with key corporate decision-makers, cross-selling solutions, and ensuring alignment with strategic business goals. The RBM-MA will play a crucial part in strengthening Birla Sun Life Insurance’s market position in the Group segment.

Principal Accountabilities & Supporting Actions

Accountability	Supporting Actions
1. Achievement of Business Targets (Sales)	Strategize and procure retirement funds to drive top-line growth Identify and map high-potential opportunities Build strong business cases for investment with BSLI Explore cross-sell opportunities across products
2. Sales Strategy & Execution	Maintain detailed client and prospect databases Build and manage relationships with key influencers and decision-makers Implement sales management processes and guide prioritization Ensure optimal product mix for profitability
3. Business Development, Market Intelligence & Pipeline Building	Identify and capitalize on new business opportunities Monitor market and competition trends, wins/losses Explore expansion opportunities through M&A activities or subsidiaries
4. Client Relationship Management	Independently manage most of the sales cycle with minimal handholding Build rapport through deep client understanding and shared interests Manage multi-level relationships within client organizations Provide comprehensive services including investment, trust, tax, and legal advisory Support Actuarial valuations and financial modelling
5. Process Adherence & Sales Governance	Maintain structured sales stage progression plans for each client Use structured criteria for classifying sales opportunities Work closely with NSM-MA to review and validate progression through stages Identify and mitigate issues to ensure smooth customer mandate

Candidate Profile:

Education:	MBA (Tier 2 institute preferred)
Experience:	3–4 years in institutional or corporate sales, preferably in financial services or insurance
Age Limit:	Up to 28 years
Industry Preference:	Life Insurance or Capital Market players

Skills Required:

• Exceptional relationship-building and communication skills
• Strong understanding of group insurance, treasury products, and capital markets
• Proficiency in Excel, analytics, and financial modelling
• Ability to independently manage CXO-level interactions and complex sales cycles

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