Bancassurance Relationship Manager

Star Union Dai ichi Life Insurance (SUD Life); Dadri, New Delhi, Gurugram District; Remote; INR 500,000 - 800,000; Full time

Job summary

Star Union Dai ichi Life Insurance (SUD Life) is seeking a Bancassurance Relationship Manager. The role focuses on building and sustaining relationships with partner bank officials, driving new business, renewals, and promoting the company's brand within a cluster of branches.

Responsibilities include achieving sales targets through bank branches, processing documentation, coordinating medicals, managing renewals, maintaining daily activity reports, and representing the brand in exhibitions and

Qualifications

• Minimum Graduate/any bachelors degree.
• 1-6 years of experience in Insurance and Banking.
• Age: not specified.

Responsibilities

• Achieving and exceeding new business targets through partner bank branches
• Ensure sales & service support within the cluster: closing sales calls, documentation, pre-insurance medicals, proposal scrutiny
• Facilitating renewal premium collections and customer service
• Sales management: keep records of daily activities, leads, and programs
• Promoting the SUD Life brand and its products
• Arranging exhibitions, customer meets, cluster meets with supervising officials and providing daily MIS

Skills

Relationship management

Sales

Banking

Insurance

Customer service

Education

Bachelor’s degree

Tools

MS Excel

Job description

Bancassurance Relationship Manager

JD - Front Line Sales

Role: Front Line Sales -Bancassurance

Location: Anywhere inIndia

Department: Bancassurance

Reporting to: Territory Manager

Job Overview:

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 (new 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 and Requirements

• MinimumGraduate/any bachelors degree
• Experience:1-6 years of experience in Insurance and Banking
• Desired Age: