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.
