Relationship Manager

Shriram Life Insurance; Rayagada; On-site; INR 350,000 - 500,000; Full time

Job summary

Shriram Life Insurance is seeking a Sales Support professional to assist in bancassurance sales targets across multiple locations in Odisha. The role involves building strong relationships with bank staff, serving customers, and ensuring timely support and query resolution.

You will be the point of contact for bank partners, address inquiries, and help maintain regulatory compliance while preparing reports on sales performance and other metrics.

Qualifications

• Strong communication and interpersonal skills are essential.
• Basic understanding of insurance products and the financial services industry.
• Ability to build and maintain relationships with bank staff and customers.

Responsibilities

• Support bancassurance sales to help meet targets.
• Identify and follow up on potential sales opportunities.
• Build and maintain relationships with bank staff to facilitate bancassurance operations.
• Provide timely customer service and address queries; resolve issues as they arise.
• Ensure compliance with company policies and regulatory requirements and prepare regular sales reports.

Skills

Strong communication

Interpersonal skills

Relationship building

Customer service

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).