Senior Relationship Manager

Shriram Life Insurance; Pune District; Presencial; INR 1 - 2; Jornada completa

Descripción de la vacante

Shriram Life Insurance in India is seeking a Relationship Manager for the Bancassurance channel to drive growth through bank partnerships, nurture relationships with ecosystem partners, and ensure a seamless customer experience. You will train bank staff, support in achieving sales targets, and maintain high customer satisfaction by addressing queries and coordinating with internal teams.

This role focuses on delivering value across sales, service, and compliance within the bancassurance

Formación

• Strong communication and interpersonal skills.
• Professional.
• Basic understanding of insurance products and the financial services industry.
• Ability to build relationships with bank staff and customers.
• Knowledge of MS Office applications (Word, Excel, PowerPoint).

Responsabilidades

• Assist in achieving sales targets by supporting bancassurance channel.
• Identify potential sales opportunities and follow up.
• Build and maintain strong relationships with bank staff to facilitate bancassurance operations.
• Act as the point of contact for bank partners and customers.
• Ensure a high level of customer satisfaction by addressing queries and providing timely support.
• Prepare and submit regular reports on sales performance and other relevant metrics.

Conocimientos

Communication

Interpersonal skills

Professionalism

Insurance knowledge

Bank relationship

MS Office

Herramientas

MS Office

Descripción del empleo

Role & responsibilities

Purpose: The primary purpose of the Relationship Manager in the Bancassurance role at Shriram Life Insurance Company is to support the growth and development of the company's bancassurance channel. This role involves building and nurturing strong relationships with SFL Ecosystem partner, assisting in achieving sales targets, and ensuring a seamless customer experience. The Relationship Manager will work closely with bank staff to drive the sales of insurance products, provide necessary training and support, and maintain high levels of customer satisfaction.

Role Requirements:

• Strong communication and interpersonal skills.
• Professional
• Experience/ Skills:
• Basic understanding of insurance products and the financial services industry.
• Ability to build and maintain relationships with bank staff and customers.
• Knowledge of MS Office applications (Word, Excel, PowerPoint).

Key Responsibilities:

• Assist in achieving sales targets by supporting the bancassurance channel.
• Consistently Identify potential sales opportunities and provide necessary follow-up.

Relationship Building:

• Build and maintain strong relationships with bank staff to facilitate bancassurance operations.
• Act as the point of contact for bank partners and customers.

Customer Service:

• Ensure a high level of customer satisfaction by addressing queries and providing timely support.
• Assist in resolving any issues or concerns raised by bank staff or customers.

Compliance and Reporting:

• Ensure adherence to company policies and regulatory requirements.
• Prepare and submit regular reports on sales performance and other relevant metrics.