Job Description
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 solid 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:
Solid communication and interpersonal skills.
Skilled
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.