An AI agent that applies to roles like this on employers' own sites. 25 applications free, no card needed.
Posted over 15 days ago, so the role may have closed. Confirm on the employer's page when you apply, or see similar jobs.
Job Description
Company Description Shriram Life Insurance is driven by a customer-centric approach, offering affordable, high-quality insurance solutions tailored to the needs of the average Indian. The company leverages technology-led innovation through digital platforms such as ShriMithra, Astra, ShriA, and the Smart Suraksha Card to provide seamless service and accessibility. With a strong commitment to both rural and urban markets, approximately 40% of its business comes from rural areas, reflecting its focus on inclusive financial security. Built on decades of trust, integrity, and operational excellence, Shriram Life Insurance emphasizes ethical practices, efficiency, and long-term value for customers and partners.
Role Description This is a full-time, on-site Relationship Manager – Banca Insurance role based in Mumbai. The Relationship Manager will work closely with bank branches to drive life insurance business, build strong relationships with bank staff, and support them in achieving sales targets. Daily responsibilities include meeting prospective and existing customers sourced through the bank, understanding their financial needs, and recommending suitable life insurance products. The role involves regular branch visits, conducting product presentations and training sessions for bank teams, and ensuring accurate documentation and policy issuance. The Relationship Manager will also monitor portfolio performance, follow up on renewals, resolve customer queries, and coordinate with internal teams to provide timely service and adherence to regulatory and company guidelines.
Qualifications
- Proven experience in banking, financial services, or insurance sales, preferably in a banca or relationship management role.
- Strong relationship-building and stakeholder management skills, with the ability to engage and motivate bank staff.
- Effective communication, presentation, and negotiation skills, with the ability to explain financial products clearly and ethically.
- Good understanding of life insurance products, retail banking operations, and basic financial planning concepts.
- Goal-oriented mindset with the ability to work under targets, manage time effectively, and prioritize multiple branches or partners.
- Customer-focused approach with strong problem-solving skills and a commitment to compliant and transparent selling.
- Comfort using digital tools, CRM systems, and mobile/online platforms for sales tracking, reporting, and customer servicing.
- Bachelors degree in any discipline; qualifications in finance, insurance, or related fields are an advantage.
- Prior experience in the Mumbai market and proficiency in English and local languages will be beneficial.
Skills
Banking OperationsSalesManagement SkillsReportingRetail BankingRetail Banking OperationsIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
About Company
""The Shriram Life Insurance Company was founded with the objective of reaching out to the “common man” with products and services that would be helpful to him as he sets out on the path to “prosperity”. Operational efficiency, integrity and a strong focus on catering to the needs of the average Indian , by offering him high quality and cost-effective products and services, are the core values that drive the organisation. These values have been strongly adhered to over the decades and are now an integral part of the organisation’s DNA.
The company prides itself on its deep understanding of the customer. Each product or service is tailor-made to specifically suit the needs of the customer. It is this guiding philosophy of putting people first that has brought the group company closer to the grassroots and has made it the preferred choice for all truck financing requirements amongst the customers.""
The Shriram Life insurance company works with the purpose - To bring every family in the Indian society, especially the segment most vulnerable to the financial impacts of the loss of a breadwinner, into the safety net of Life Insurance.
Operational efficiency, integrity and a strong focus on catering to the needs of the average Indian , by offering him high quality and cost-effective products and services, are the core values that drive the organisation. These values have been strongly adhered to over the decades and are now an integral part of the organisation’s DNA.
The company prides itself on its deep understanding of the customer. Each product or service is tailor-made to specifically suit the needs of the customer. It is this guiding philosophy of putting people first that has brought the group company closer to the grassroots and has made it the preferred choice for all truck financing requirements amongst the customers.
The Shriram Group is one of the largest and well-respected financial services conglomerates in India. The Group's main line of activities in financial services includes chit fund, truck financing, consumer durable financing, stock broking, insurance broking, and life insurance. The Group has a customer base of 30 lacs chit subscribers and investors and operates through a network of 630 offices all over the country. The Group has the largest agency force in the private sector consisting of more than 75,000 loyal and dedicated agents.
Similar Jobs
View all
New BFSI (Operations & Lending) roles in Mumbai.
One email a day. Unsubscribe any time.
