Relationship Manager - Tamil Nadu

Star Union Dai ichi Life Insurance (SUD Life); Thanjavur, Tirunelveli, Cuddalore; On-site; INR 350,000 - 550,000; Full time

Job summary

Star Union Dai-ichi Life Insurance (SUD Life) is seeking a driven field sales professional to achieve targets through partner bank branches and deliver superior service. You will coordinate sales and documentation, assist in pre-insurance medicals, and ensure timely policy issuance while maintaining the brand’s image.

The role emphasizes renewal collections, client relationships, and active participation in brand-building events and exhibitions.

Responsibilities

• Achieve and exceed new business targets through assigned partner bank branches
• Ensure sales and service support within the cluster, including documentation, pre-insurance medicals, and policy issuance scrutiny
• Facilitate renewal premium collections and customer service
• Maintain records of daily activities, leads, and program events like Bima Bazaars and branch meetings
• Promote SUD Life brand and products; build strong relationships with bank personnel
• Support brand-building initiatives and arrange exhibitions/customer meets with supervising officials
• Provide daily MIS/daily performance reports to supervisors

Skills

Local language

English proficiency

Interpersonal skills

Relationship management

Insurance product knowledge

Networking

Client-first approach

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