Relationship Manager

3 weeks ago


Thiruvananthapuram Trivandrum, India Star Union Dai Ichi Life Insurance Sud Life Full time

Job Description

Role & responsibilities:-

- 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 completion of documentation, facilitating pre-insurance medical examination, scrutiny of the proposal papers so as 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, branch meetings
- Do the sourcing from existing client base
- Natural market lead creation and do the closure
- Ensuring that SUDs brand and its products get 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 relationship with the bank personnel
- Arranging exhibitions, customer meets, cluster meets etc. in consultation with the supervising officials



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