Relationship Manager/Senior Relationship Manager - Direct Channel

JD

Role: Relationship Managers /Sr Relationship Managers

Company Overview:

Shriram Life Insurance is a dynamic and customer-centric insurance provider committed to delivering unparalleled service and comprehensive coverage to our clients. We are seeking a highly motivated and results-driven Relationship Manager to join our team. The successful candidate will play a crucial role in converting leads into insurance policy issuance while providing exceptional customer service.

Key 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.

Qualifications:

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.