Senior Relationship Manager

Star Union Dai-ichi Life

Group Company:
Designation: Senior Relationship Manager (SUD_Des_698), Senior Relationship Manager (SUD_Des_383)

Office Location:
Years of experience: 4 to 12
Salary Range: INR to (Annual)
Position description:

Job Objective

Building and maintaining excellent relationships with the partner bank officials at the Branch level.
Promoting sales and achieving targets set by the company in respect of new business, renewal persistence and
promoting company’s brand image within the given cluster of branches.

Key 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 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 etc.

– Ensuring that SUD’s 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.
Primary Responsibilities:

• Sales

Additional Responsibilities:
Reporting Team

• Reporting Designation:
• Reporting Department:

• Field specialization:
• Degree:
• Academic score:
• Institution tier:

Required Certification/s:
Required Training/s:
Required work experience

• Industry:
• Role:
• Years of experience: to

Key Performance Indicators:
Required Competencies:
Required Knowledge:
Required Skills:
Required abilities

• Physical:
• Other:

Work Environment Details:
Specific requirements

• Travel:
• Vehicle:
• Work Permit:

Other details

• Pay Rate:
• Contract Types:
• Time Constraints:
• Compliance Related:
• Union Affiliation: