Bancassurance Relationship Manager

4 days ago


Gurgaon, Haryana, India Star Union Dai-ichi Life Insurance Company Limited Full time
Job Overview

We are seeking a skilled Bancassurance Relationship Manager to join our team. This is an excellent opportunity for individuals who possess strong communication and interpersonal skills, as well as experience in sales, bancassurance, or customer relationship management.

Key Responsibilities
  • Achieve and exceed new business targets through assigned partner bank branches.
  • Provide sales & service support within the cluster assigned, including closing sales calls, aiding in completion of documentation, facilitating pre-insurance medical examination, and scrutiny of proposal papers to minimize turnaround time in policy issuance.
  • Facilitate renewal premium collections and customer service.
  • Manage sales by keeping records of daily activities, leads generated and closed, and special programs such as Bima Bazaars and branch meetings.
  • Promote the brand image of SUDs and its products continually.
  • Maintain excellent relationships with bank personnel, arrange exhibitions, customer meets, and cluster meets in consultation with supervising officials.
  • Provide daily MIS/daily report of performance to supervising officials.
Required Skills and Qualifications
  • Bachelor's degree in Business, Finance, Marketing, or a related field.
  • 1-5 years of experience in sales, bancassurance, or customer relationship management.
  • Experience in the insurance or banking sector is a must.
Benefits
  • Competitive salary with performance-based incentives.
  • Health insurance, paid time off, and other benefits.


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