FLS-Eastern UP

Star Union Dai ichi Life Insurance (SUD Life); Faizabad, Basti, Ambedkar Nagar; On-site; INR 400,000 - 600,000; Full time

Job summary

Star Union Dai ichi Life Insurance (SUD Life) invites applications for a Relationship Manager -- Banca to build and maintain strong relationships with partner banks at branch level, promoting sales, renewals and our brand across the assigned cluster of branches.

You will drive new business through Union Bank and Bank of India branches, manage daily leads, assist in documentation, and ensure timely policy issuance while delivering excellent service and MIS reporting.

Qualifications

• 1 year to 6 years of experience in Insurance or Banking.
• Minimum Graduate

Responsibilities

• Build and maintain excellent relationships with partner banks at branch level.
• Promote sales and achieve targets for new business, renewals, and brand image within the cluster of branches.
• Achieve and exceed new business targets through assigned partner bank branches.
• Provide sales support within the cluster, including closing sales calls.
• Assist in completing documentation and facilitate pre-insurance medical examinations.
• Scrutinize proposal papers to minimize turnaround time for policy issuance.
• Facilitate renewal premium collections and customer service.
• Maintain daily MIS / performance reports for supervising officials.
• Communicate effectively with local language and working knowledge of English.

Skills

Relationship management

Sales

Interpersonal skills

Communication

Education

Graduate degree

Job description

Job Title

Relationship Manager -- Banca

Job Description

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 new 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 renewals) through the assigned partner bank branches.

Key Responsibilities

• 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 Bazaurs, 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 supervising officials.
• Communication - Local Language proficiency with working knowledge of English, interpersonal skills, Relationship Management.

Experience

1 year to 6 years in Insurance, Banking.

Minimum Graduate

Minimum Graduate

Location

Any Where in India