Relationship Manager

Shriram Life Insurance; Gidam; On-site; INR 350,000 - 550,000; Full time

Job summary

Shriram Life Insurance is seeking a Sales Support professional to assist in achieving bancassurance sales targets by providing timely support and follow-up. The role involves building relationships with bank staff and customers to enable smooth bancassurance operations.

You will handle customer inquiries, ensure high service levels, and help prepare reports on sales performance while complying with company policies.

Qualifications

• Experience in sales support or bancassurance is preferred.
• Good verbal and written communication skills.
• Basic understanding of insurance/financial services.

Responsibilities

• Assist in achieving bancassurance sales targets with timely follow-up.
• Build and maintain relationships with bank staff and customers.
• Address customer queries and provide timely service.
• Prepare and submit regular sales performance reports.

Skills

Communication skills

Interpersonal skills

Relationship building

MS Office proficiency

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).