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 solid 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.

📌 Relationship Manager / Senior Relationship Manager (Mumbai)
🏢 Shriram Life Insurance
📍 Mumbai