Relationship Manager

Shriram Life Insurance; Abohar; On-site; INR 240,000 - 420,000; Full time

Job summary

Shriram Life Insurance is seeking a Sales Support professional to bolster bancassurance operations across multiple locations in Punjab, India. You will assist in achieving sales targets, identify opportunities, and provide timely follow-up with bank partners and customers.

This role focuses on relationship building, customer service, and compliance. You will act as the contact for bank staff and customers, prepare routine sales reports, and use MS Office tools to support daily activities.

Qualifications

• Strong communication and interpersonal skills.
• Basic understanding of insurance products and the financial services industry.
• Ability to build and maintain relationships with bank staff and customers.
• Knowledge of MS Office applications (Word, Excel, PowerPoint).

Responsibilities

• Sales Support: assist in achieving sales targets for bancassurance and identify opportunities with follow-up.
• Relationship Building: build and maintain relationships with bank staff; be the point of contact for bank partners and customers.
• Customer Service: address queries and provide timely support; resolve issues raised by bank staff or customers.
• Compliance and Reporting: ensure adherence to company policies and regulatory requirements; prepare regular sales performance reports.

Skills

Strong communication

Interpersonal skills

Relationship building

MS Office

Tools

MS Office

Job description

Role & responsibilities

Sales Support:

• Assist in achieving sales targets by supporting the bancassurance channel.
• Consistently Identify potential sales opportunities and provide necessary follow-up.

1. Relationship Building:

• Build and maintain strong relationships with bank staff to facilitate bancassurance operations.
• Act as the point of contact for bank partners and customers.

2. Customer Service:

• Ensure a high level of customer satisfaction by addressing queries and providing timely support.
• Assist in resolving any issues or concerns raised by bank staff or customers.

3. Compliance and Reporting:

• Ensure adherence to company policies and regulatory requirements.
• Prepare and submit regular reports on sales performance and other relevant metrics.

You will be responsible for multiple locations.

Preferred candidate profile

• Strong communication and interpersonal skills.
• Basic understanding of insurance products and the financial services industry.
• Ability to build and maintain relationships with bank staff and customers.

Knowledge of MS Office applications (Word, Excel, PowerPoint).