Company Description Shriram Life Insurance is driven by a solid customer-centric approach, focusing on affordable and high-quality solutions tailored to the needs of the average Indian. The company leverages technology-led innovation through digital platforms such as ShriMithra, Astra, ShriA, and the Smart Suraksha Card to provide seamless and accessible services. With a significant presence in both rural and urban markets, 40% of its business comes from rural areas, underscoring its commitment to financial inclusion across the country.

Built on decades of trust, Shriram Life Insurance emphasizes integrity, operational efficiency, and robust core values in all aspects of its business.

Role Description The Relationship Manager role is a full time, on-site position based in New Delhi. In this role, the Relationship Manager will manage and nurture relationships with existing and prospective customers, ensuring their insurance needs are understood and addressed with suitable solutions. The position involves regular customer meetings, explaining policy features, assisting with documentation, and coordinating with internal teams to ensure smooth onboarding and after-sales service.

The Relationship

Manager will monitor customer accounts,



identify opportunities for policy upgrades or cross-selling, and support customer retention through proactive follow-ups and issue resolution. The role also includes maintaining accurate records, meeting sales and service targets, and adhering to compliance and company policies.

Qualifications

- Candidates should possess strong relationship-building, customer service, and communication skills to effectively engage with diverse clients.
- Candidates should possess sales and negotiation skills, including the ability to identify customer needs and offer appropriate insurance solutions.
- Candidates should possess organizational and time-management skills to handle multiple customer accounts and follow-ups efficiently.
- Candidates should possess basic digital literacy and the ability to work with CRM or policy management systems and standard office software.
- Relevant experience in insurance, financial services, or customer-facing roles is beneficial.
- A bachelor’s degree in business, finance, marketing, or a related field is preferred.
- Ability to work in a target-driven environment, with high ethical standards and adherence to regulatory guidelines.

📌 Relationship Manager (New Delhi)
🏢 Shriram Life Insurance
📍 New Delhi