Relationship Manager

Shriram Life Insurance; Pilibhit; On-site; INR 180,000 - 300,000; Full time

Job summary

Shriram Life Insurance is seeking a Sales Support professional to back bancassurance operations across multiple locations in Uttar Pradesh. You will assist in achieving sales targets, identify opportunities, and support bank staff and customers.

Key duties include relationship building, customer service, and compliance reporting, with regular performance reports and adherence to policies. This role involves working across multiple sites and coordinating with partners to ensure service quality.

Qualifications

• Excellent communication and interpersonal abilities are essential.
• Basic understanding of insurance products and financial services industry.
• Ability to build and maintain relationships with bank staff and customers.
• Proficiency with MS Word, Excel and PowerPoint.

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.
• Be 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.
• 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.

Skills

Strong communication

Interpersonal skills

Customer service

Insurance product 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).