Relationship Manager

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

Job summary

Shriram Life Insurance is seeking a Sales Support professional to assist the bancassurance channel, identify sales opportunities, and ensure excellent customer service across multiple locations.

The role focuses on building strong relationships with bank staff and customers, addressing queries, and ensuring compliance with regulatory requirements while delivering timely reporting on performance metrics.

Qualifications

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

Responsibilities

• Support bancassurance sales targets and identify opportunities.
• Build and maintain relationships with bank staff to facilitate operations.
• Provide timely customer service and address queries from bank staff or customers.
• Ensure compliance with company policies and regulatory requirements; report sales metrics.

Skills

Strong communication

Interpersonal skills

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).