▪ 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 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
▪ Providing daily MIS/ daily report of performance to one’s supervising officials