Relationship Manager

Shriram Life Insurance; Durgapur; On-site; INR 300,000 - 520,000; Full time

Job summary

Shriram Life Insurance in Durgapur, West Bengal is seeking a Sales Support professional to assist in bancassurance sales, build strong bank partnerships, and provide excellent customer service across multiple locations. The role requires effective communication and a basic understanding of insurance products.

The candidate will engage with bank staff and customers, ensure timely responses, and support compliance and reporting as part of 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.

Responsibilities

• Assist in achieving sales targets by supporting the bancassurance channel.
• Consistently identify potential sales opportunities and provide necessary follow-up.
• Build and maintain strong relationships with bank staff to facilitate bancassurance operations.
• Act as the point of contact for bank partners and customers.
• 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.
• 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.

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).