Relationship Manager

Shriram Life Insurance; Pune District; On-site; INR 300,000 - 450,000; Full time

Job summary

Shriram Life Insurance in Pune and surrounding locations seeks a Sales Support professional to back bancassurance efforts. You will assist in achieving sales targets, identify opportunities, and provide timely follow-up with bank partners and customers.

You will build relationships with bank staff, ensure high customer satisfaction, address queries, and support compliance and reporting by submitting regular sales performance data. This role requires strong communication and MS Office proficiency.

Qualifications

• 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).

Responsibilities

• Assist in achieving sales targets by supporting the bancassurance channel.
• Identify potential sales opportunities and 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.
• Deliver high level customer service and address queries promptly.
• Resolve issues raised by bank staff or customers.
• Ensure adherence to company policies and regulatory requirements.
• Prepare and submit regular reports on sales performance and metrics.
• Handle responsibilities across multiple locations.

Skills

Strong communication skills

Interpersonal skills

Relationship building

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.

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.

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.

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).