Relationship Manager / Senior Relationship Manager

Shriram Life Insurance; Thane, Mumbai; On-site; INR 350,000 - 550,000; Full time

Job summary

Shriram Life Insurance in Thane, Maharashtra is seeking a dynamic sales professional to drive self-sourced business, build lasting client relationships, and tailor insurance solutions to individual needs. You will guide clients from initial contact through underwriting and policy issuance, coordinating with underwriting and processing teams to ensure accurate documentation and timely delivery.

The ideal candidate has 1–5 years of insurance or financial services sales experience, superb

Qualifications

• Bachelor's degree in business, marketing, finance, or a related field.
• 1–5 years of sales experience in insurance or financial services.
• Excellent communication and interpersonal skills.
• Strong negotiation and persuasion abilities.
• Knowledge of insurance products and underwriting processes.
• Customer-centric approach with a focus on service.

Responsibilities

• Self sourcing business.
• Engage through channels including digital marketing, referrals, and walk-ins.
• Build and nurture relationships to understand insurance needs and provide customized solutions.
• Present and explain insurance products clearly and address concerns.
• Guide clients through the application and underwriting process with complete documentation.
• Collaborate with underwriting and processing teams to expedite policy issuance.
• Keep clients informed about the status of their applications throughout issuance.
• Serve as primary contact for existing clients and handle inquiries promptly.
• Follow up with clients to assess satisfaction and upsell opportunities.
• Attend networking events to expand the company’s network and generate leads.
• Seek client feedback to improve service delivery and processes.

Skills

Communication skills

Interpersonal skills

Negotiation abilities

Customer-centric approach

Education

Bachelor's degree in business/marketing/finance or related field

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.