Internship Trainee - Shriram Life Insurance

Shriram Life Insurance; Odisha; On-site; INR 152,000 - 182,000; Full time

Benefits offered by this job

Stipend ₹15,000/month

Job summary

Shriram Life Insurance is offering a Sales Intern position in Bancassurance across branch locations in Odisha. The intern will assist in customer engagement, lead generation, and promotional activities within partner bank branches, gaining exposure to insurance products and financial services sales.

The role offers practical learning in Bancassurance processes, relationship management, and sales support, with a monthly stipend of ₹15,000 and potential for further training opportunities.

Responsibilities

• Promote life insurance products to bank customers.
• Identify and generate sales leads from walk-ins and existing customers.
• Support Relationship Managers in meetings and sales discussions.
• Profile customers and assess insurance needs.
• Explain product features and benefits under supervision.
• Maintain records of leads and business generated.
• Coordinate with bank staff to drive referrals.
• Follow up with prospects for policy conversions.
• Ensure compliance with guidelines.
• Participate in training programs and sales meetings.

Job description

Job Description (JD) Sales Intern (Bancassurance)

Position: Sales Intern - Bancassurance

Location: Branch-Based locations entire Odisha ( Balasore, Baripada, Chandikhol, Cuttack, Jeypore, Sambalpur, Keonjhar, Jeypore, Jashipur)

Department: Sales / Bancassurance

Reporting To: Business Development Manager

Job Summary

The Sales Intern will support Bancassurance sales activities by assisting in customer engagement, lead generation, and insurance sales promotion through partner bank branches. The role provides practical exposure to insurance products, customer relationship management, and financial services sales.

Key Responsibilities

• Assist branch teams in promoting life insurance products to bank customers.
• Identify and generate sales leads from walk-in and existing bank customers.
• Support Relationship Managers in customer meetings and sales discussions.
• Conduct customer profiling and understand insurance needs.
• Explain basic insurance product features and benefits under supervision.
• Maintain records of leads, customer interactions, and business generated.
• Coordinate with bank staff to drive customer referrals.
• Follow up with prospective customers for policy conversion.
• Ensure compliance with company and regulatory guidelines.
• Participate in training programs and sales meetings.

Learning Opportunities

• Exposure to Bancassurance sales processes.
• Understanding of insurance products and financial planning.
• Hands-on experience in customer acquisition and relationship management.
• Opportunity to develop sales and business development skills.

Duration

• 6 months (or as per company policy)

Stipend: 15000/- per month