Relationship Manager

Job Title: Relationship Manager – Insurance Broking Department: Retail / Corporate Sales To manage and grow client relationships by providing comprehensive insurance solutions (Health, Motor, Life, Property, etc.) through professional advice, customer servicing, and cross-selling opportunities, ensuring long-term client retention and satisfaction. Key Responsibilities: 1. Act as the primary point of contact for clients—individuals, families, or small businesses. 2. Understand clients’ insurance needs and recommend suitable products from multiple insurers. 3. Manage policy renewals, endorsements, and claims assistance to ensure smooth service delivery. 4. Maintain long-term relationships through regular communication and proactive support. 5. Acquire new clients through referrals, networking, and business events. 6. Identify cross-selling and up-selling opportunities for additional insurance products (e.g., adding health coverage to a motor client). 7. Achieve monthly and annual sales and retention targets. 8. Liaise with insurers, underwriters, and internal operations teams for quotations, policy issuance, and documentation. 9. Ensure accuracy and completeness of proposal forms and related paperwork. 10. Maintain updated client records in CRM or internal systems. 11. Stay informed about latest insurance products, pricing, and regulatory changes. 12. Educate clients about policy features, exclusions, and value-added benefits. 13. Provide feedback to management on client preferences and market trends. 14. Adhere to IRDAI regulations and company compliance policies. 15. Ensure ethical business conduct and maintain client confidentiality. Qualifications & Skills: 1. Graduate in any discipline (MBA or insurance diploma preferred). 2. 2–5 years of experience in insurance broking, banking, or financial services (retail or corporate). 3. Strong relationship-building and communication skills. 4. Good understanding of general and health insurance products. 5. Target-oriented with excellent problem-solving ability. 6. Proficiency in MS Office and CRM tools. Key Performance Indicators (KPIs): 1. Client retention rate 2. New client acquisition 3. Policy renewal and cross-sell ratio 4. Premium growth and revenue achievement 5. Customer satisfaction and feedback

• It is a Full Time Field Sales job for candidates with 6 months - 4 years of experience.