Relationship Manager - Kerala

Star Union Dai ichi Life Insurance (SUD Life); Kozhikode district; Presencial; INR 350.000 - 500.000; Jornada completa

Descripción de la vacante

Star Union Dai-ichi Life Insurance (SUD Life) is seeking a field-based sales professional in Kerala to achieve new business targets through partner banks and manage renewals, while ensuring top-notch service and timely documentation. The role requires promoting SUD Life products and maintaining strong relationships with bank personnel.

The candidate should have strong communication, relationship-building, and product knowledge, with a client-first approach and ability to coordinate branch

Formación

• Communication with local language proficiency and working knowledge of English.
• Interpersonal skills and relationship management.
• Market knowledge of insurance products.
• Building relationships through networking.
• Client-first approach in service delivery.

Responsabilidades

• 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.

Conocimientos

Communication

Interpersonal skills

Relationship management

Insurance product knowledge

Networking

Client-first approach

Descripción del empleo

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