Relationship Manager/Senior Relationship Manager

2 weeks ago


Avadi Hosur Ranipet, India Shriram Life Insurance Full time ₹ 5,00,000 - ₹ 25,00,000 per year

Key Responsibilities

- Develop and manage a portfolio of clients, ensuring high levels of customer satisfaction and retention.

- Understand client insurance requirements and recommend suitable products (life, health, general, etc.).

- Achieve sales targets through upselling, cross-selling, and new client acquisition.

- Conduct regular follow-ups for policy renewals, premium payments, and service feedback.

- Collaborate with underwriting, claims, and operations teams to resolve client issues efficiently.

- Stay updated on industry trends, regulatory changes, and competitor offerings.

- Maintain accurate records of client interactions and sales activities using CRM tools.Role & responsibilities

Preferred candidate profile

Skills & Competencies

* Strong interpersonal and communication skills.

* Customer-centric mindset with problem-solving abilities.

* Knowledge of insurance products and regulatory guidelines.

* Sales-driven with negotiation and persuasion skills.

* Ability to manage multiple client accounts and prioritize tasks



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