Relationship Manager - Bancassurance

Shriram Life Insurance; Coimbatore District, Erode, Chennai District; On-site; INR 279,000 - 390,600; Full time

Job summary

Shriram Life Insurance is seeking a Relationship Manager based in Tamil Nadu. The ideal candidate will build rapport with branch staff to generate life insurance leads and drive sales through bank branches.

Key responsibilities include customer engagement, compliance with regulatory guidelines, and ensuring accurate reporting. Strong sales acumen and the ability to engage customers are essential for success in this role.

Qualifications

• Strong rapport-building skills to generate life insurance leads.
• Experience in sales, preferably in the insurance or financial sector.
• Ability to present products clearly and comply with regulations.

Responsibilities

• Build strong rapport with branch staff to generate life insurance leads.
• Drive sales of life insurance products through bank branches.
• Ensure compliance with regulatory and organizational guidelines.

Skills

Relationship building

Sales acumen

Customer engagement

Job description

Relationship Manager

Location: Erode, Coimbatore, Sivaganga, Chennai, Namakkal

Job Role Type: Sales Field Job

Channel: Bancassurance

Responsibilities

Partner Relationship Management

• Build strong rapport with branch staff to generate life insurance leads.
• Collaborate closely with bank personnel to ensure smooth product promotion and customer conversion.

Sales Target Achievement

• Drive sales of life insurance products through bank branches to meet monthly, quarterly, and annual targets.
• Maintain high productivity and strong conversion ratios from generated leads.

Customer Engagement

• Identify customer needs and recommend suitable insurance products.
• Deliver clear and compliant product presentations and policy explanations.

Compliance & Process Adherence

• Ensure all sales activities comply with regulatory and organizational guidelines.
• Maintain complete and accurate records of leads, closures, and customer communications.

MIS & Reporting

• Update sales dashboards, lead trackers, and performance reports for review and analysis.
• Ensure timely and accurate reporting to sales leadership.