Building and maintaining excellent relationships with the partner bankofficials ( Union Bank & Bank of India ) at the Branch level.Promoting sales and achieving targets set by the company in respect of newbusiness, renewal persistency and promoting the companys brand image withinthe given cluster of branches.
Roles & Responsibilities
- Achieving and exceeding new business targets (recent 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
Stakeholder Management
- All Leaders across the function including TM, AM, RM, and ZM
- Buddy Insurance Trainees if any
Qualifications andRequirements
- MinimumGraduate/any bachelors degree
- Experience:1-6 years of experience in Insurance and Banking
- Desired Age:
📌 Bancassurance Relationship Manager (Gurugram)
🏢 Star Union Dai ichi Life Insurance (SUD Life)
📍 Gurugram
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.