Bancassurance Relationship Manager

Bancassurance Relationship Manager:

JD - Front Line Sales

Role: Front Line Sales -Bancassurance

Location: Anywhere inIndia

Department: Bancassurance

Reporting to: Territory Manager

JobOverview:

Building and maintaining excellent relationships with the partner bankofficials ( Union Bank & Bank of India ) at the Branch level.Promoting sales and achieving targets set by the company in respect of newbusiness, renewal persistency and promoting the companys brand image withinthe given cluster of branches.

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

Stakeholder Management

• All Leaders across the function including TM, AM, RM, and ZM
• Buddy Insurance Trainees if any

Qualifications andRequirements

• MinimumGraduate/any bachelors degree
• Experience:1-6 years of experience in Insurance and Banking
• Desired Age: