Relationship Manager

Roles & Responsibilities

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Achieving and exceeding new business targets (new business as well as renewals) through the assigned partner bank branches

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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

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Facilitating renewal premium collections and customer service

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Sales Management - Keeping records of daily activities, leads generated and closed, and special programs such as Bima Bazaars, and branch meetings

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Ensuring that SUDs brand and its products are continually promoted

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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

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Arranging exhibitions, customer meets, cluster meets etc. in consultation with the supervising officials

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Providing daily MIS/ daily reports of performance to ones supervising officials

• 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
• About Organization
• Founded in 2009, Star Union Dai-ichi Life Insurance (SUD Life) is a joint venture between two of
• India's leading public sector banks, Bank of India and Union Bank of India, and Dai-ichi Life
• Know more about us by visiting:
• Our website: https://www.sudlife.in/
• Our LinkedIn Page: https://www.linkedin.com/company/13201422