Relationship Manager

Shriram Life Insurance; Purba Medinipur; On-site; INR 240,000 - 480,000; Full time

Job summary

Shriram Life Insurance in India is seeking a Sales Support professional to back our bancassurance channel. You will help achieve sales targets and identify opportunities while coordinating with banks and customers to ensure smooth operations.

You will build and maintain strong relationships with bank staff, serve as the primary contact for partners and customers, and deliver timely responses to queries. Compliance, reporting, and multi-location coordination are part of the role.

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.

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 and customers.
• Ensure adherence to company policies and regulatory requirements and prepare regular sales reports.

Skills

Communication skills

Insurance knowledge

Relationship building

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).