Relationship Manager - Bancassurance

Shriram Life Insurance; Salem; On-site; INR 315,000 - 385,000; Full time

Job summary

Shriram Life Insurance is seeking a Relationship Manager for the Bancassurance channel, with locations in Chennai, Tenkasi, and Salem. This Sales Field role focuses on partner relationship management, driving life insurance sales through bank branches, and meeting monthly, quarterly, and annual targets.

You will engage with customers, present policies clearly, ensure regulatory compliance, and maintain accurate records while updating dashboards for leadership review. TA will be provided.

Qualifications

• Build strong rapport with branch staff to generate life insurance leads.
• Collaborate closely with bank personnel to promote products and convert customers.
• Drive sales of life insurance through bank branches to meet monthly, quarterly, and annual targets.
• Maintain high productivity and strong conversion ratios from generated leads.
• Identify customer needs and recommend suitable insurance products.
• Deliver clear and compliant product presentations and policy explanations.
• Ensure all sales activities comply with regulatory and organizational guidelines.
• Maintain complete and accurate records of leads, closures, and customer communications.
• Update sales dashboards, lead trackers, and performance reports for review and analysis.

Responsibilities

• Build strong rapport with branch staff to generate life insurance leads.
• Collaborate closely with bank personnel to promote products and convert customers.
• Drive sales of life insurance through bank branches to meet monthly, quarterly, and annual targets.
• Maintain high productivity and strong conversion ratios from generated leads.
• Identify customer needs and recommend suitable insurance products.
• Deliver clear and compliant product presentations and policy explanations.
• Ensure all sales activities comply with regulatory and organizational guidelines.
• Maintain complete and accurate records of leads, closures, and customer communications.
• Update sales dashboards, lead trackers, and performance reports for review and analysis.

Job description

Job Description:

Role: Relationship Manager

Location: Chennai. Tenkasi and Salem

Job Type: Sales Field Job

Channel: Bancassurance

Annual CTC: Up to 3.5 LPA

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.

TA will be provided.