Relationship Manager

Shriram Life Insurance; Wardha; On-site; INR 280,000 - 360,000; Full time

Job summary

Shriram Life Insurance in Wardha, Maharashtra seeks a Sales Support professional to bolster bancassurance efforts and relationships with bank partners and customers. You will assist in meeting sales targets, identify opportunities, and ensure timely, high-quality customer service across multiple locations.

The role requires strong communication, basic insurance knowledge, and MS Office proficiency, with a proactive, customer-centric approach to compliance and reporting.

Qualifications

• 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).

Responsibilities

• Assist in achieving sales targets by supporting the bancassurance channel.
• Identify potential sales opportunities and provide necessary follow-up.
• Build and maintain strong 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 relevant metrics.
• You will be responsible for multiple locations.

Skills

Communication skills

Interpersonal skills

Relationship building

Customer service

Tools

MS Word

MS Excel

MS PowerPoint

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).