Role & responsibilities

- Achieving and exceeding new business targets (current 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

📌 Front Line Sales Officer (Maharashtra)
🏢 Star Union Dai ichi Life Insurance (SUD Life)
📍 Maharashtra