Relationship Manager

Shriram Life Insurance; West Bengal; On-site; INR 250,000 - 380,000; Full time

Job summary

Shriram Life Insurance is seeking a Sales Support professional to bolster bancassurance sales across multiple locations in West Bengal. You will assist in achieving sales targets, identify opportunities, and provide timely follow-up to customers and bank partners.

Responsibilities include building and maintaining relationships with bank staff, serving as the point of contact for partners, ensuring customer satisfaction, addressing queries, and aiding compliance and reporting.

Qualifications

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

Responsibilities

• Assist in achieving sales targets by supporting bancassurance channel.
• Identify potential sales opportunities and provide 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 service and address queries promptly.
• Resolve 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.
• Handle responsibilities across multiple locations.

Skills

Strong communication

Interpersonal skills

Relationship building

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).