Relationship Manager (India)

Relationship Manager (India)

02 Oct
|
Shriram Life Insurance
|
India

02 Oct

Shriram Life Insurance

India

Company Description Shriram Life Insurance focuses on providing affordable, high-quality insurance solutions designed for everyday individuals across India. The organization is driven by a customer-centric approach and leverages technology-led innovation, including digital platforms such as ShriMithra, Astra, ShriA, and Smart Suraksha Card, to deliver seamless service. With a strong presence in both rural and urban markets, a significant portion of its business comes from rural areas, reflecting its commitment to financial inclusion.

The company is built on integrity, efficiency, and long-standing trust, backed by operational excellence and strong core values.

Role Description The Relationship Manager is a full time, hybrid role based in Vijayawada, with some flexibility for work from home. This role involves building and maintaining strong relationships with existing and prospective customers, understanding their financial needs, and recommending suitable life insurance solutions.

The Relationship

Manager will manage a portfolio of clients, follow up on leads, conduct regular meetings and calls, and ensure timely policy servicing and renewal support. Day-to-day responsibilities include coordinating with internal teams for smooth onboarding,



resolving customer queries, tracking sales targets, and preparing reports on client interactions and business performance. The role also requires participating in local marketing and outreach activities to expand the customer base.

Qualifications

- Ability to develop and manage customer relationships, with strong interpersonal and client-facing skills.
- Sales and business development aptitude, including lead generation, negotiation, and closing skills.
- Solid communication skills in English and local languages, with clear, professional verbal and written abilities.
- Basic proficiency with digital tools and CRM or sales tracking systems to manage customer data and reports.
- Strong problem-solving, time management, and organizational skills to handle multiple customer accounts.
- Bachelor’s degree in any discipline; a background in finance, business, or marketing is an advantage.
- Prior experience in insurance, banking, or financial services is preferred but not mandatory.
- Willingness to travel locally within Vijayawada and nearby areas as required for client meetings and field activities.

📌 Relationship Manager (India)
🏢 Shriram Life Insurance
📍 India

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