Job Title

Relationship Manager -- Banca

Building and maintaining excellent relationships with the partner bank officials

( Union Bank & Bank of India) at the Branch level. Promoting sales and achieving targets set by the company in respect of recent business, renewal persistency and promoting companys brand image within the given cluster of branches.

Job purpose;

Achieving and exceeding new business targets (new business as well as

Key Responsibilities

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

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

Providing daily MIS/ daily report of performance to ones supervising officials.

Communication - Local Language proficiency with working knowledge of English

Interpersonal skills, Relationship Management

Key skills

Any Where in India

Location

Minimum Graduate

1 year to 6 years in Insurance, Banking

Experience

Qualifications

&

📌 FLS-Eastern UP (Ambedkar Nagar)
🏢 Star Union Dai ichi Life Insurance (SUD Life)
📍 Ambedkar Nagar