Relationship Manager - Bancassurance

Department Icon Insurance- Life Insurance
Posted: 1 week ago
0-5 years
Srinagar, Rajouri, Jammu
Insurance- Life Insurance
work from office
Full Time
Closes 3 Jan 2027

Posted: 1 week ago
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Job Description
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Job Description

:


Role: Relationship Manager

Location: Rajouri, Jammu, Srinagar, Anantnag, & Pandeypura

Job Type: Sales Field Job

Channel: Bancassurance

Annual CTC:Up to 3.5 LPA


Responsibilities:


Partner Relationship Management

  • Build strong rapport with branch staff to generate life insurance leads.
  • Collaborate closely with bank personnel to ensure smooth product promotion and customer conversion.

Sales Target Achievement

  • Drive sales of life insurance products through bank branches to meet monthly, quarterly, and annual targets.
  • Maintain high productivity and strong conversion ratios from generated leads.

Customer Engagement

  • Identify customer needs and recommend suitable insurance products.
  • Deliver clear and compliant product presentations and policy explanations.

Compliance & Process Adherence

  • Ensure all sales activities comply with regulatory and organizational guidelines.
  • Maintain complete and accurate records of leads, closures, and customer communications.

MIS & Reporting

  • Update sales dashboards, lead trackers, and performance reports for review and analysis.
  • Ensure timely and accurate reporting to sales leadership.

TA will be provided.

Skills

Sales Life InsuranceInsurance SalesBancaBanca SalesBfsi SalesBancassuranceBancassurance SalesLisLife Insurance

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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.

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