Relationship Manager

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

Job summary

Shriram Life Insurance in India seeks a Sales Support professional to assist bancassurance aims, support when engaging with bank partners and customers.

The role emphasizes building strong relationships with bank staff, delivering timely customer service, and ensuring compliance with company policies. You will handle multiple locations and report on sales performance.

Candidates should have strong communication, basic insurance knowledge, and proficiency in MS Office.

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.
• MS Office proficiency (Word, Excel, PowerPoint) is required.

Responsibilities

• Sales Support: Assist in achieving sales targets by supporting the bancassurance channel and identify sales opportunities with follow-up.
• Relationship Building: Build and maintain strong relationships with bank staff and act as the point of contact for bank partners and customers.
• Customer Service: Ensure a high level of customer satisfaction by addressing queries and providing timely support.
• Compliance and Reporting: Adhere to company policies and regulatory requirements; prepare and submit regular reports; manage responsibilities across multiple locations.

Skills

Communication skills

Interpersonal skills

Relationship building

Insurance basics

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).