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Customer visit and meeting for all new business policies issued.
Customer visit and meeting for resolving grievance/ complaint.
Investigation of early claims cases.
Submission of verification reports and sales audit report.
Report any negative findings to FCU/Region/Zones.
Coordinate with Region and FCU.
Compliance with negative findings reported.
Roles & Responsibilities
Support the CRO in his sales effort, in terms of generating benefit
illustrations, accompanying on client calls if required etc
The Bank is the key customer of the Business Manager and he has to
engage an open and trusting relationship with the Branch
Engage the employees of the bank branches in regular discussions to
transfer knowledge about insurance, JV Company’s product offerings and
understand their issues/ concerns about selling insurance (if any)
Ensure that all service requirements are met, medicals facilitated and
customers are satisfied.
Star Union Dai-ichi Life Insurance Co. Ltd. (SUD Life) is a joint venture (JV) of Bank of India, Union Bank of India and Dai-ichi Life, a leading life insurance company of Japan.
Bank of India and Union Bank are leading Indian public sector banks and have a robust nationwide network of more than 11000 branches that cater to more than 64 million customers. Bank of India and Union Bank have sponsored select Regional Rural Banks, which provide SUD Life access to more than 1950 branches that make life insurance products available in rural areas. Dai-ichi Life is the second largest life insurance company of Japan and is one of the top ten life insurers in the world.