Relationship Manager / Senior Relationship Manager

Shriram Life Insurance; Nagpur District, Nashik District, Pune District; On-site; INR 250,000 - 450,000; Full time

Job summary

Shriram Life Insurance is seeking a sales professional to drive self-sourced business and build strong client relationships. You will engage prospects across channels, present tailored insurance solutions, and guide them through applications and underwriting with accuracy.

Responsibilities include nurturing client relationships, issuing policies efficiently, and following up to ensure satisfaction while identifying upsell opportunities.

Qualifications

• Experience in selling insurance or financial services is preferred.
• Strong client-facing and relationship-building skills.
• Knowledge of underwriting processes is a plus.

Responsibilities

• Self Sourcing Business through channels to generate leads.
• Engage with prospects via digital marketing, referrals, and walk-ins.
• Build relationships to assess insurance needs and offer solutions.
• Present and explain products, address concerns effectively.
• Guide clients through applications and underwriting with accuracy.
• Collaborate with underwriting to expedite policy issuance.
• Provide status updates to clients during issuance.
• Serve as primary contact for existing clients and inquiries.
• Follow up to ensure satisfaction and explore upsell opportunities.
• Attend industry events to expand network and generate leads.
• Seek client feedback to improve service delivery and processes.

Skills

Sales experience

Insurance knowledge

Excellent communication

Negotiation skills

Education

Bachelor's degree in business/marketing/finance

Job description

Key Responsibilities:

Self Sourcing Business

Proactively engage hthrough various channels, including but not limited to, digital marketing, referrals, and walk-ins.

Build and nurture strong relationships with potential clients to understand their insurance needs and provide customized solutions.

Present and explain insurance products effectively, addressing any concerns.

Insurance Policy Issuance:

Guide clients through the application and underwriting process, ensuring all necessary documentation is completed accurately and efficiently.

Collaborate with underwriting and processing teams to expedite policy issuance while maintaining a high standard of accuracy.

Keep clients informed about the status of their applications and provide timely updates throughout the issuance process.

Customer Service:

Serve as a primary point of contact for existing clients, addressing inquiries, concerns, and policy-related questions promptly and professionally.

Conduct regular follow-ups with clients to assess satisfaction, identify additional needs, and explore opportunities for upselling or cross-selling.

Collaborate with the customer service team to enhance overall customer experience and resolve issues in a timely manner.

Relationship Building:

Develop and maintain strong relationships with clients to foster long-term loyalty and retention.

Attend networking events, conferences, and other industry gatherings to expand the company's network and generate potential leads.

Actively seek feedback from clients to improve service delivery and contribute to the continuous improvement of our products and processes.

Qualifications:

Bachelor's degree in business, marketing, finance, or a related field.

Proven 1-5 yrs experience in sales preferably in the insurance or financial services industry.

Excellent communication and interpersonal skills.

Strong negotiation and persuasion abilities.

Knowledge of insurance products and underwriting processes.

Customer-centric approach with a focus on delivering exceptional service.