Relationship Manager

Shriram Life Insurance; Basirhat; On-site; INR 300,000 - 600,000; Full time

Job summary

Shriram Life Insurance is seeking a Sales Support professional to back the bancassurance channel across multiple locations. You will assist in achieving sales targets and identify opportunities, while coordinating with bank staff and customers to provide timely support.

The role emphasizes relationship building, high-quality customer service, and ensuring compliance with company policies and regulatory requirements, with regular reporting on sales performance.

Qualifications

• Assist in achieving sales targets by supporting the bancassurance channel.
• Identify potential sales opportunities and provide necessary follow-up.
• Build and maintain relationships with bank staff to facilitate bancassurance operations.
• Provide timely support and address queries from bank staff or customers.
• Ensure adherence to company policies and regulatory requirements.
• Prepare and submit regular reports on sales performance and other relevant metrics.

Responsibilities

• Sales Support: Assist in achieving sales targets by supporting the bancassurance channel.
• Relationship Building: Build and maintain relationships with bank staff to facilitate bancassurance operations.
• Customer Service: Ensure a high level of customer satisfaction by addressing queries and providing timely support.
• Compliance and Reporting: Ensure adherence to company policies and regulatory requirements; prepare and submit reports on sales performance.

Skills

Strong communication

Interpersonal skills

Relationship building

Customer service

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).