ST

Relationship Manager - Bancassurance

Star Union Dai Ichi Life Insurance Sud Life
Gurgaon3-6 LPA Posted 15 Sept 2025
FULL TIME
Mis Executive
cluster management
Sales Management
Product Management
Customer Service

Job Description

  • 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 completion of documentation, facilitating pre-insurance medical examination, scrutiny of the proposal papers so as 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, branch meetings
  • Ensuring that SUDs brand and its products get 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 relationship with the bank personnel
  • Arranging exhibitions, customer meets, cluster meets etc. in consultation with the supervising officials
  • Providing daily MIS/ daily report of performance to one's supervising officials.
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