Role:

Relationship Manager

Location: Nashik, Pune, Kolhapur, Sangli, Chakan and Talegaon

Job Role Type: Sales Field Job

Channel: Bancassurance

Annual CTC: Upto 3.5 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 robust 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.**

📌 Relationship Manager - Bancassurance (Kolhapur)
🏢 Shriram Life Insurance
📍 Kolhapur