Job highlights

- Experience in insurance sales with knowledge of wealth management and investment products

- Generate leads through bank branches, sell insurance products, maintain client relationships, meet sales targets, and ensure quality service

Key Responsibilities:-

Business Generation & Result Orientation

- Identifies business opportunities and generate leads through Bank Branches by actively participating in Bank Branch operations etc.

- Sells product by establishing contacts with the leads and developing relationships with the prospect; recommending solutions

- Maintains relationship with clients by providing support, information, and guidance; researching and recommending current opportunities.

- Identifies product improvements by remaining current on industry trends, market activities, and competitors





- Makes presentation to prospective clients with high energy level

- Plans and meets sales goals month on month

- Prepares report by collecting, analysing and summarizing information

- Maintains quality service by establishing and enforcing organization standards

- Maintains professional and technical knowledge by attending workshops facilitated by SUD Life

Persistency

- Ensure desired quality of business, need based selling & right product mix to achieve the required persistency standards

Stakeholder Management

- Maintain utmost levels of responsiveness to requirements from the Branch Manager/Unit Manager

Let us know your available time and the date of drive.

📌 Relationship Manager (Kollam)
🏢 Star Union Dai ichi Life Insurance (SUD Life)
📍 Kollam