Relationship Manager

Shriram Life Insurance; Uttar Dinajpur; On-site; INR 250,000 - 360,000; Full time

Job summary

Shriram Life Insurance is seeking a Sales Support professional to assist bancassurance targets and identify sales opportunities, while coordinating with bank staff to ensure smooth operations.

You will handle customer queries, provide timely support, and contribute to compliance and reporting across multiple locations. Strong communication and MS Office skills are desirable for this role.

Qualifications

• Strong communication and interpersonal skills are essential.
• Customer service orientation is important for queries and support.
• Familiarity with MS Office is helpful for reporting and documentation.

Responsibilities

• Assist in achieving sales targets by supporting the bancassurance channel.
• Identify potential sales opportunities and provide follow-up.
• Build and maintain relationships with bank staff to facilitate bancassurance operations.
• Act as the point of contact for bank partners and customers.
• Ensure a high level of customer satisfaction by addressing queries and providing timely support.
• Assist in resolving issues raised by bank staff or customers.
• Ensure adherence to company policies and regulatory requirements.
• Prepare and submit regular reports on sales performance and other metrics.
• You will be responsible for multiple locations.

Skills

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.

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.

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.

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).