Relationship Manager

Star Union Dai ichi Life Insurance (SUD Life)

0 - 5 years

1 - 4 Lacs

bhuj gandhidham gandhinagar

Posted:None| Platform:

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Skills Required

sales life insurance health insurance sales banca banking and insurance life insurance banca sales bfsi sales bancassurance bancassurance sales insurance sales insurance broking banking sales health insurance

Work Mode

Work from Office

Job Type

Full Time

Job Description

JD

Achieving and exceeding new business targets (new business as well as renewals) through the assigned partner bank branches
Ensure sales & service support within the cluster assigned viz. closing sales calls, aiding in the completion of documentation, facilitating pre-insurance medical examination, and scrutiny of the proposal papers to minimize the turnaround time in policy issuance
Facilitating renewal premium collections and customer service
Sales Management - Keeping records of daily activities, leads generated and closed, and special programs such as Bima Bazaars, and branch meetings
Ensuring that SUDs brand and its products are continually promoted
Promoting the brand image of the Company and implementing all initiatives of the Company related to brand-building exercises, as well as maintaining excellent relationships with the bank personnel
Arranging exhibitions, customer meets, cluster meets etc. in consultation with the supervising officials
Providing daily MIS/ daily reports of performance to ones supervising officials

Stakeholder Management

All Leaders across the function including TM, AM, RM, and ZM
Buddy Insurance Trainees if any

Qualifications and Requirements

Minimum Graduate/any bachelors degree
Experience: 1-6 years of experience in Insurance and Banking
Preferably having managed business & channel development in a Bank distribution-oriented environment

Skills

Communication - Local Language proficiency with working knowledge of English
Interpersonal skills, Relationship Management
Market Insurance Product Knowledge
Building Relationships through Networking Skills
Client First Approach

Org. Overview

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