Relationship Manager

Role & 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
• Do the sourcing from existing client base
• Natural market lead creation and do the closure
• 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

Skills Required

Sales Management, Customer Management, Lead Generation, cluster management