Walk-in | Relationship Manager / Senior Relationship Manager

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

Job summary

Shriram Life Insurance is seeking a results-oriented sales professional in Delhi to self-source business and engage potential clients through multiple channels. You will build strong client relationships, assess insurance needs, and present customized solutions while guiding applicants through underwriting and policy issuance processes.

The role emphasizes proactive follow-ups, exceptional customer service, and opportunities for upselling or cross-selling, supported by collaboration with

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 excellence.

Responsibilities

• Self sourcing business and proactively engaging clients through channels.
• Build and nurture relationships to understand insurance needs and offer customized solutions.
• Present and explain insurance products and address concerns.
• Guide clients through application and underwriting, ensuring documentation is complete.
• Collaborate with underwriting to expedite policy issuance with accuracy.
• Keep clients informed about application status and updates.
• Serve as primary contact for existing clients; resolve inquiries promptly.
• Follow up to assess satisfaction and explore upsell/cross-sell opportunities.
• Attend networking events to expand the company network and generate leads.

Skills

Excellent communication

Negotiation

Customer focus

Education

Bachelor's degree in business/marketing/finance

Job description

Key Responsibilities:

• Self Sourcing Business
• Proactively engage hrough 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.