Relationship Manager

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

Job summary

Shriram Life Insurance is seeking a proactive Sales Support professional to bolster bancassurance activities. You will assist in hitting sales targets, identify opportunities, and provide timely follow-up across multiple locations.

You will also build strong relationships with bank staff and customers, ensure high service levels, and support compliance with company policies and regulatory requirements while preparing regular sales reports.

Qualifications

• Excellent communication and interpersonal skills.
• Basic understanding of insurance products and financial services.
• Ability to build and maintain relationships with bank staff and customers.
• Proficiency in MS Office applications.

Responsibilities

• Assist in achieving sales targets by supporting bancassurance channel.
• Identify potential sales opportunities and provide necessary follow-up.
• Build and maintain strong relationships with bank staff and customers.
• Ensure a high level of customer service by addressing queries and providing timely support.
• Prepare and submit regular reports on sales performance and other relevant metrics.
• You will be responsible for multiple locations.

Skills

Strong communication

Interpersonal skills

Education

Basic understanding of insurance products

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).