Relationship Manager - Bancassurance Kerala

Shriram Life Insurance; Alappuzha, Thrissur, Idukki; On-site; INR 240,000 - 400,000; Full time

Job summary

Shriram Life Insurance is seeking a Relationship Manager in the Bancassurance channel for locations in Idukki, Thrissur and Alleppey. Build strong rapport with branch staff to generate life insurance leads and collaborate with bank personnel to promote products.

Drive sales through bank branches to meet monthly, quarterly and annual targets, maintain high productivity and strong conversion from leads, and deliver clear, compliant policy explanations.

Responsibilities

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

Job description

Role: Relationship Manager

Location: Idukki, Thrissur & Alleppey

Job Role Type: Sales Field Job

Channel: Bancassurance

Annual CTC: Upto 4 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.**