Relationship Manager

Shriram Life Insurance; Chhatrapati Sambhajinagar District; On-site; INR 300,000 - 420,000; Full time

Job summary

Shriram Life Insurance in Maharashtra invites a Sales Support professional to assist bancassurance operations across multiple locations. You will support sales targets, identify opportunities, and help ensure smooth execution with bank partners and customers.

The role emphasizes building relationships, delivering timely customer service, and complying with company policies and regulations, while preparing routine reports on sales performance.

Qualifications

• Strong communication and interpersonal skills.
• Basic understanding of insurance products and financial services.
• Ability to build relationships with bank staff and customers.
• Knowledge of MS Office applications.

Responsibilities

• Assist in achieving sales targets by supporting the bancassurance channel.
• Identify sales opportunities and provide follow-up.
• Build and maintain relationships with bank staff and customers.
• Ensure customer satisfaction and address queries promptly.
• Ensure adherence to company policies and regulatory requirements.
• Prepare and submit regular sales performance reports.
• Handle responsibilities across multiple locations.

Skills

Strong communication

Interpersonal skills

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).