Relationship Manager

Star Union Dai ichi Life Insurance (SUD Life); Alipurduar, Murshidabad; On-site; INR 250,000 - 450,000; Full time

Job summary

Star Union Dai ichi Life Insurance (SUD Life) is seeking a results-driven sales professional to manage relationships with existing clients and identify their financial needs to offer tailored solutions.

You will develop new business through cross-selling of insurance products to bank customers, identify leads from branch banking, bancassurance, and direct marketing, and strive to meet monthly targets.

Responsibilities

• Manage relationships with existing clients to identify their financial needs and provide tailored solutions.
• Develop new business opportunities through cross-selling of insurance products to bank customers.
• Identify potential leads from various channels such as branch banking, bancassurance sales, and direct marketing.
• Meet or exceed monthly targets for sales performance metrics like premium collection, policy issuance, etc.

Job description

Roles and Responsibilities

• Manage relationships with existing clients to identify their financial needs and provide tailored solutions.
• Develop new business opportunities through cross-selling of insurance products to bank customers.
• Identify potential leads from various channels such as branch banking, bancassurance sales, and direct marketing.
• Meet or exceed monthly targets for sales performance metrics like premium collection, policy issuance, etc.