Relationship Manager

Shriram Life Insurance; Kathua District; On-site; INR 300,000 - 600,000; Full time

Job summary

Shriram Life Insurance is seeking a Sales Support professional to assist in achieving bancassurance sales targets and provide essential support to bank partners and customers.

The role emphasizes building strong relationships with bank staff, delivering high-quality customer service, and ensuring compliance with policies while reporting on sales metrics. The candidate should be adept at MS Office and capable of handling multiple locations.

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 bancassurance channel.
• Build and maintain relationships with bank staff to facilitate bancassurance operations.
• Provide prompt customer service and address queries.
• Ensure adherence to company policies and regulatory requirements and prepare regular reports on sales performance and other metrics.

Skills

Strong communication

Interpersonal skills

Relationship building

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).