Relationship Manager - Tamil Nadu

Star Union Dai ichi Life Insurance (SUD Life); Salem, Chennai District, Coimbatore District; On-site; INR 200,000 - 450,000; Full time

Job summary

Star Union Dai-ichi Life Insurance (SUD Life) in India seeks a field sales professional to drive insurance sales through partner bank branches and deliver high-quality service across the cluster.

You will close sales, assist with documentation, coordinate pre-insurance medicals, and review proposals to minimize issuance turnaround. You will maintain relationships with bank staff, arrange customer events, and provide daily performance reports.

Qualifications

• Clear communication in local language with working knowledge of English.
• Strong interpersonal and relationship management abilities.
• Solid knowledge of insurance products and how they benefit customers.
• Ability to build and maintain networks for sales opportunities.
• Customer-first approach in all client interactions.

Responsibilities

• Achieve and exceed new business targets (new business and renewals) through partner bank branches.
• Provide sales and service support within the cluster: close calls, assist documentation, facilitate pre-insurance medicals, and review proposals to reduce turnaround time.
• Facilitate renewal premium collections and ensure excellent customer service.
• Manage sales records: daily activities, leads, closures, and programs like Bima Bazaars and branch meetings.
• Promote SUD Life brand and products, nurturing relationships with bank personnel.
• Arrange exhibitions, customer meets, cluster meets in consultation with supervisors.
• Deliver daily MIS/daily performance reports to supervising officials.

Skills

Communication

Interpersonal skills

Insurance product knowledge

Networking

Client focus

Job description

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