Relationship Manager

Shriram Life Insurance; Medinipur, Purba Medinipur; On-site; INR 300,000 - 600,000; Full time

Job summary

Shriram Life Insurance is seeking a Sales Support professional to assist bancassurance channels and help achieve sales targets across multiple locations.

You will build strong relationships with bank staff and customers, address queries, ensure timely support, and ensure compliance with company policies while reporting sales performance and metrics. Proficiency in MS Office and strong communication are essential.

Qualifications

• Strong communication and interpersonal skills.
• Basic understanding of insurance products and financial services.
• 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.

Skills

Communication skills

Interpersonal skills

Banking & Insurance 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).