Relationship Manager - Bancassurance-Himachal Pradesh

Shriram Life Insurance; Kullu, Kangra, Una; On-site; INR 210,000 - 350,000; Full time

Job summary

Shriram Life Insurance is seeking a Relationship Manager for field sales in the Bancassurance channel, covering Nurpur, Una, Hamirpur, and Alampur. You will build bank partner relationships, drive life insurance leads, and meet monthly and quarterly targets.

You will engage customers with compliant product presentations, maintain accurate records, and report performance through MIS dashboards to the sales leadership. Training assistance will be provided to succeed in this role.

Qualifications

• Role requires Relationship Manager with field sales skills.

Responsibilities

• Partner Relationship Management: build rapport with branch staff and bank personnel to generate life insurance leads.
• Sales Target Achievement: drive sales through bank branches to meet monthly, quarterly and annual targets.
• Customer Engagement: identify customer needs and present suitable insurance products compliantly.
• Compliance & Process Adherence: ensure activities comply with regulations and keep accurate records.
• MIS & Reporting: update sales dashboards and provide timely reporting to leadership.

Job description

Role: Relationship Manager

Location: Nurpur, Una, Hamirpur, Alampur

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.