Relationship Manager

Shriram Life Insurance; Patran; On-site; INR 250,000 - 420,000; Full time

Job summary

Shriram Life Insurance in India is seeking a Sales Support professional to bolster bancassurance performance across multiple locations, including Patran, Punjab. The role focuses on supporting sales targets, identifying opportunities, and following up with bank partners and customers.

You will build relationships with bank staff, handle inquiries, ensure timely customer service, and support compliance and reporting.

Qualifications

• Strong communication and interpersonal skills.
• Basic understanding of insurance products and the financial services industry.
• Proficient in MS Office applications (Word, Excel, PowerPoint).

Responsibilities

• Support bancassurance sales targets and identify opportunities.
• Build and maintain relationships with bank staff and customers; act as point of contact.
• Provide timely customer service and address queries; resolve issues.
• Ensure adherence to company policies and regulatory requirements; prepare reports.

Skills

Strong communication

Interpersonal skills

MS Office proficiency

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).