Relationship Manager

Shriram Life Insurance; Siliguri; On-site; INR 300,000 - 450,000; Full time

Job summary

Shriram Life Insurance in India seeks a Sales Support professional to drive bancassurance initiatives and support banking partners. You will engage with bank staff, identify sales opportunities, and address customer queries to ensure smooth operations.

The role emphasizes relationship-building, adherence to compliance norms, and timely reporting of sales metrics to enhance customer satisfaction and business outcomes.

Qualifications

• Strong communication and interpersonal skills required.
• Basic understanding of insurance products and financial services industry helpful.
• 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 follow up as needed.
• Build and maintain relationships with bank staff to facilitate bancassurance operations.
• Act as the point of contact for bank partners and customers.
• Ensure high levels of customer satisfaction by addressing queries and providing timely support.

Skills

Communication skills

Interpersonal skills

Insurance knowledge

Relationship building

MS Office

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.

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).