Relationship Manager

Shriram Life Insurance; Chiplun; On-site; INR 300,000 - 540,000; Full time

Job summary

Shriram Life Insurance is seeking a Sales Support professional to bolster bancassurance channel targets and serve as the liaison with bank staff and customers. The role involves building strong relationships, delivering timely customer service, and ensuring compliance across locations.

The candidate will engage in opportunity identification, follow-up on leads, and regular reporting on sales performance, while supporting multiple locations and maintaining high service standards.

Qualifications

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

Responsibilities

• Assist in achieving sales targets by supporting the bancassurance channel.
• Identify potential sales opportunities and provide follow-up.
• Build and maintain strong relationships with bank staff to facilitate bancassurance operations.
• Be the point of contact for bank partners and customers.
• Ensure adherence to company policies and regulatory requirements.
• Prepare and submit regular reports on sales performance and other metrics.
• Handle responsibilities across multiple locations.

Skills

Strong communication

Interpersonal skills

Relationship building

Customer service mindset

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).