Relationship Manager - Kerala

Star Union Dai ichi Life Insurance (SUD Life); Kannur, Palakkad, Ernakulam; Presencial; INR 500 000 - 800 000; Tempo integral

Resumo da oferta

Star Union Dai-ichi Life Insurance (SUD Life) seeks a results-driven sales professional to drive new business and renewals through bank branches. You will support sales activities, assist with documentation, and help ensure timely policy issuance while maintaining excellent client relations.

You will also handle renewal collections, customer service, and participate in brand-building initiatives, exhibitions, and cluster meetings to promote the company’s products.

Qualificações

• Proficient in local language communication with working knowledge of English.
• Strong interpersonal and relationship management skills.
• Knowledge of market insurance products and markets.
• Ability to build relationships through networking.
• Client-first approach in handling customers.

Responsabilidades

• Achieve and exceed new business targets through partner bank branches.
• Provide sales and service support within the cluster, including documentation and pre-insurance medicals.
• Facilitate renewal premium collections and customer service.
• Maintain sales records, leads, and run programs like Bima Bazaars and branch meetings.
• Promote SUD Life products and maintain relationships with bank personnel.
• Organize exhibitions, customer meets, cluster meets in consultation with supervisors.
• Provide daily MIS/daily performance reports to supervisors.

Conhecimentos

Communication

Interpersonal skills

Relationship management

Insurance product knowledge

Networking

Client-first approach

Descrição da oferta de emprego

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

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

Know more about us by visiting:

• Our website: https://www.sudlife.in/
• Our LinkedIn Page: https://www.linkedin.com/company/13201422