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01/02 Deepti Bajaj
Senior Manager - HR at SUD Life

Views:163 Applications:5 Rec. Actions:Recruiter Actions:1

Star Union Dai-ichi Life Insurance - Relationship Manager - HNI (0-5 yrs)

Mumbai Job Code: 3962

Job Purpose

- Relationship building and stakeholder management of the partner bank officials at the Branch level.

- Wealth Management of key customers and HNI clients of the Bank.

- Generating leads and achieving targets through sales promotion activities

- Promoting company's brand image within the given cluster of branches.

Key Responsibilities :

- Achieving targets of new business, credit life and 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

- Providing daily MIS/ daily report of performance to one's supervising officials.

- Ensure regular and effective promotion of the company brand and its products. 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

Key skills :

- Fluent Communication in Marathi / English / Hindi

- Interpersonal skills, Relationship Management

Freshers can apply. However, prior experience in Insurance / Banking / Pharma / FMCG / telecom /Automobile sales will be an added advantage.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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