Relationship Manager

Shriram Life Insurance; Sultanpur, Basti, Pratapgarh; On-site; INR 180,000 - 240,000; Full time

Job summary

Shriram Life Insurance is seeking a Sales Support professional to bolster bancassurance efforts across multiple locations in Uttar Pradesh. The role emphasizes building strong bank partnerships, addressing customer queries, and ensuring regulatory compliance while supporting sales targets.

The ideal candidate will have solid communication skills, basic insurance knowledge, and proficiency in MS Office to prepare reports and manage documentation across locations.

Qualifications

• Excellent verbal and written communication skills.
• Ability to build and maintain relationships with bank staff and customers.
• Basic understanding of insurance products and financial services.

Responsibilities

• Sales Support: assist in achieving sales targets through bancassurance channel and follow-up on opportunities.
• Relationship Building: maintain strong relationships with bank staff and act as contact point for partners and customers.
• Customer Service: address queries and provide timely support to ensure high customer satisfaction and resolve issues.
• Compliance and Reporting: ensure adherence to policies/regulations and submit regular sales performance reports.

Skills

Strong communication

Interpersonal skills

Insurance product knowledge

Relationship building

MS Office (Word/Excel/PowerPoint)

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).