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Job Description
Company Description Shriram Life Insurance focuses on delivering affordable, high-quality insurance solutions tailored to the needs of a broad customer base across India. The organization emphasizes a strong customer-centric approach, supported by technology-led innovations such as ShriMithra, Astra, ShriA, and the Smart Suraksha Card to enable seamless digital service. With a significant portion of business originating from rural areas, the company is committed to serving both rural and urban communities and extending financial security to underserved segments. Decades of trust, operational excellence, and a culture grounded in integrity shape its core values and working environment.
Role Description The Relationship Manager role is a full-time, on-site position based in Vadodara. The Relationship Manager will manage and grow a portfolio of customers by understanding their insurance needs, providing suitable product recommendations, and ensuring a high level of service and satisfaction. Daily responsibilities include meeting clients, explaining policy features and benefits, handling queries and concerns, and assisting with application, documentation, and policy servicing processes. The role involves coordinating with internal teams for smooth policy issuance and claims support, tracking sales targets, and maintaining accurate records of interactions and follow-ups. The Relationship Manager will also engage in local market outreach, build long-term relationships, and promote Shriram Life Insurances values and offerings in the community.
Qualifications
- Strong customer relationship management, client servicing, and interpersonal communication skills.
- Sales and negotiation abilities, with experience in achieving targets and converting leads into business.
- Basic digital proficiency, including use of mobile and web-based tools for customer service and documentation.
- Ability to understand and explain insurance products, terms, and benefits in clear, simple language.
- Good organizational skills for managing multiple clients, follow-ups, and timely completion of paperwork.
- Minimum of a bachelors degree in any discipline; a background in finance, commerce, or marketing is an advantage.
- Prior experience in insurance, financial services, or customer-facing roles is preferred but not mandatory.
- Comfort working on-site in Vadodara, with willingness to travel locally for client meetings as needed.
- High integrity, reliability, and commitment to customer-centric service aligned with Shriram Life Insurances values.
Skills
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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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