Relationship Manager

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

Job summary

Shriram Life Insurance is seeking a proactive Sales Support professional to assist the bancassurance channel in achieving sales targets and identifying opportunities. The role involves building strong relationships with bank staff and customers, delivering excellent customer service, and ensuring compliance with regulations.

You will oversee multiple locations and provide timely support across all teams. The ideal candidate has strong communication skills, a basic understanding of insurance

Qualifications

• Strong communication and interpersonal skills are essential.
• Basic understanding of insurance products and the financial services industry.
• Ability to build and maintain relationships with bank staff and customers.

Responsibilities

• Sales Support: assist in achieving sales targets by supporting the bancassurance channel and following up on opportunities.
• 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.
• Customer Service: address queries, provide timely support, and resolve issues raised by bank staff or customers.
• Compliance and Reporting: ensure adherence to company policies and regulatory requirements; prepare and submit regular reports on sales performance and metrics.

Skills

Communication skills

Interpersonal skills

Insurance product knowledge

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).