Relationship Manager

4 days ago

Bhubaneswar Kolkata Patna, India Shriram Life Insurance Full time ₹ 6,00,000 - ₹ 12,00,000 per year

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.

Preferred candidate profile

Bachelor's degree in business, marketing, finance, or a related field.

Proven 1-5 yrs experience in sales preferably in the insurance or financial services industry.

Excellent communication and interpersonal skills.

Strong negotiation and persuasion abilities.

Knowledge of insurance products and underwriting processes.

Customer-centric approach with a focus on delivering exceptional service.

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