Relationship Manager

Shriram Life Insurance; NTR; Hybrid; INR 450,000 - 700,000; Full time

Job summary

Shriram Life Insurance in India is seeking a Relationship Manager for a full‑time hybrid role based in Vijayawada. You will manage and nurture relationships with policyholders, understand their protection needs, and recommend suitable life insurance solutions.

Daily tasks include client meetings, follow-ups, and portfolio reviews. You will support policy servicing, coordinate with internal teams to resolve queries, and contribute to business development through referrals and local networking

Qualifications

• Strong customer relationship management skills with long-term engagement abilities.
• Sales and business development capabilities including prospecting, cross-selling, and meeting targets.
• Clear and professional communication with clients and internal teams.
• Basic digital literacy; comfortable using CRM tools and online platforms.

Responsibilities

• Meet with clients and conduct regular follow-ups and portfolio reviews.
• Support policy servicing requests and resolve client queries with internal teams.
• Maintain accurate records in company systems and adhere to regulatory guidelines.
• Contribute to business development through referrals and local market networking.
• Participate in sales campaigns and strive to achieve performance targets.

Skills

CRM

Sales & BD

Communication

Digital literacy

Life insurance knowledge

Hybrid work

Education

Bachelor's degree

Tools

CRM tools

Mobile apps

Job description

Company Description

Shriram Life Insurance is driven by a customer-centric approach, offering affordable and high-quality insurance solutions tailored to the needs of the average individual in India. The company focuses on technology-led innovation, with digital platforms such as ShriMithra, Astra, ShriA, and the Smart Suraksha Card enabling seamless and accessible services. Shriram Life Insurance maintains a strong commitment to both rural and urban markets, with a significant portion of business originating from rural areas to ensure wider financial security. Built on decades of trust, integrity, and operational efficiency, the organization emphasizes strong core values and long‑term relationships with customers and partners.

Role Description

The Relationship Manager is a full‑time role based in Vijayawada with a hybrid work arrangement, allowing some tasks to be performed from home. The role involves managing and nurturing relationships with existing and potential policyholders, understanding their financial protection needs, and recommending suitable life insurance solutions. Daily responsibilities include conducting client meetings, follow‑ups, and portfolio reviews, supporting policy servicing requests, and coordinating with internal teams to ensure timely resolution of customer queries. The Relationship Manager will also contribute to business development through referrals, local market networking, and participation in sales campaigns while maintaining accurate records in company systems and adhering to regulatory and organizational guidelines.

Qualifications

• Strong customer relationship management skills, including the ability to build trust, handle client queries, and maintain long‑term engagement.


• Sales and business development capabilities, such as prospecting, cross‑selling, and achieving targeted performance metrics.


• Good communication and interpersonal skills, with proficiency in explaining insurance products clearly and professionally.


• Basic digital literacy and comfort using CRM tools, mobile applications, and online platforms for managing customer interactions.


• Knowledge of life insurance or financial services is preferred, with an understanding of rural and urban customer segments considered an advantage.


• Bachelor’s degree in any discipline is desirable; relevant experience in insurance, banking, or financial services may be considered in place of formal qualifications.


• Ability to work in a hybrid setup from Vijayawada, manage time effectively, and comply with regulatory and company standards.