Achieving and exceeding new business targets (recent 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