Relationship Manager

We are hiring for Relationship Manager in Shriram Life Insurance

Relationship Managers /Sr Relationship Managers

Tarang - Direct channel

6 months - 3 years experience

Perks and benefits

Excellent Incentive scheme and career Development options

Role: Relationship Manager

Industry Type: Insurance

Department: BFSI, Investments & Trading

Employment Type: Full Time, Permanent

Role Category: Life Insurance

Education

UG: Any Graduate

Key Skills

Good comm skills English and local language, convincing skills,

Job description

Role & responsibilities

Lead Conversion:

Proactively engage with leads generated through 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 and objections to facilitate lead conversion.

Collaborate with the sales and marketing teams to implement strategies for lead generation and conversion.

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 strong 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.