Relationship Manager

About the Company

Shriram Life Insurance emphasizes a customer-oriented strategy, delivering affordable and quality insurance products tailored for India's average consumer. The company harnesses technological advancements through digital tools such as ShriMithra, Astra, ShriA, and the Smart Suraksha Card, ensuring smooth and accessible services. With a focus on both rural and urban markets, a substantial share of their clientele comes from rural regions, underscoring their mission to provide broad financial security. Their foundation is built on trust, integrity, and efficiency, nurturing long-lasting relationships with clients and partners.

Role Overview

The Relationship Manager role, based in Vijayawada, operates on a hybrid model allowing partial remote work. Responsibilities include cultivating and maintaining connections with current and prospective clients by understanding their financial security needs and recommending appropriate life insurance policies. Daily duties entail holding client meetings, following up on leads, reviewing policy portfolios, assisting with service requests, and liaising with internal departments to resolve customer issues promptly.

Responsibilities

• Manage and strengthen relationships with existing and potential customers.
• Understand clients' life insurance needs and suggest suitable solutions.
• Conduct regular client meetings and follow-ups to foster engagement.
• Assist in handling policy servicing inquiries and coordinate with internal teams for resolutions.
• Support business growth by generating referrals, expanding local networks, and participating in sales campaigns.
• Maintain precise and up-to-date records in company databases.
• Ensure compliance with all regulatory and organizational policies.

Qualifications and Skills

• Proven ability in customer relationship management with a focus on building trust and sustained client rapport.
• Sales aptitude including prospecting, cross-selling, and meeting sales targets.
• Effective communication and interpersonal skills to clearly explain insurance offerings.
• Basic proficiency with digital tools like CRM systems, mobile apps, and online platforms for customer management.
• Prior experience or knowledge in life insurance or financial services preferred, with an understanding of rural and urban clientele considered a plus.
• Bachelor’s degree in any field is preferred; however, relevant experience in insurance, banking, or finance may substitute formal education.
• Capacity to operate within a hybrid work environment based in Vijayawada, managing time responsibly and adhering to company and regulatory guidelines.