Relationship Manager

Shriram Life Insurance; Latur; On-site; INR 250,000 - 380,000; Full time

Job summary

Shriram Life Insurance seeks a Sales Support professional to back bancassurance efforts across multiple locations. You will support the sales team, identify opportunities, and manage follow-ups with bank partners and customers.

Key duties include relationship building with bank staff, delivering timely customer service, and ensuring compliance with company policies. Proficiency in MS Office helps in preparing reports and presentations.

Qualifications

• Strong communication and interpersonal skills are essential.
• Experience in financial services or insurance is preferred.
• Ability to build and maintain relationships with bank staff and customers.

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.
• 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 issues raised by bank staff or customers.
• Prepare and submit regular reports on sales performance and other relevant metrics.

Skills

Strong communication

Interpersonal skills

Bank staff liaison

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).