Relationship Manager

Shriram Life Insurance; Punjab; On-site; INR 300,000 - 420,000; Full time

Job summary

Shriram Life Insurance in India seeks a proactive Sales Support professional to back the bancassurance channel, helping achieve sales targets and identify opportunities through bank partnerships.

You will build strong relationships with bank staff and customers, provide timely customer service, and ensure compliance with policies while preparing regular sales performance reports. This role involves coordination across multiple locations.

Qualifications

• Strong communication and interpersonal abilities.
• Basic understanding of insurance products and financial services.
• Experience building relationships with bank staff and customers is a plus.

Responsibilities

• Assist in achieving sales targets by supporting the bancassurance channel.
• Identify potential sales opportunities and provide follow-up.
• Build and maintain relationships with bank staff and customers.
• Ensure compliance with company policies and regulatory requirements; prepare reports on sales performance.

Skills

Communication skills

Interpersonal skills

Insurance knowledge

Financial services basics

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).