Job Overview:

We are seeking an experienced AVP of Relationship Management to lead and grow our commercial insurance portfolio, focusing on both Employee Benefits (EB) and Non-Employee Benefits (Non-EB) products. In this senior role, you will drive business growth, manage high-value client relationships, and coordinate with internal teams to ensure exceptional service delivery.

Key Responsibilities:

INDIVIDUAL ROLE MANAGEMENT

- Build and nurture deep, long-term relationships with leadership teams with high-value commercial clients in your region (North/South/West/ROI)

- Own your portfolio: make regular client visits (100+ annually), deliver exceptional service, and drive growth through trust and expertise.

- Conduct comprehensive on-site assessments and client consultations to develop tailored insurance strategies and foster long-term partnerships.

- Drive client retention and portfolio growth by presenting customized products, recommending coverage enhancements, and identifying cross-selling opportunities.

TEAM MANAGEMENT

- Hire & manage a dynamic team of Sr Relationship Managers and Relationship Managers.

- Oversee teams policy renewals and claims management processes, ensuring high service standards and client satisfaction.

- Mentor them and support them with complicated risks and client management by sharing expertise, best practices and getting involved if need be.

- Stay updated on industry trends, regulatory changes, and competitive offerings to maintain a competitive edge.

- Collaborate with underwriting, operations, and claims teams to ensure seamless policy administration and client support.

- Maintain a strategic view of client portfolios, identifying opportunities for new business and maximizing revenue potential.

- Track and organize key metrics of the team performance.

Qualifications:

- Education: Bachelor's degree in Finance, Business, Insurance, or a related field.

- Experience: Minimum of 8-10 Years in a broking firm or an insurance firm in client facing roles.

Expertise:

- Strong understanding of all LOB's

- Proven negotiation skills, with experience liaising with insurers, brokers, and clients.

- Skills:

- Excellent analytical skills and attention to detail in evaluating policy wordings and terms.

- Effective communication and interpersonal skills to build strong relationships and explain technical information.

- Proficiency in using insurance placement and CRM software.

- Experience of minimum 5+ years of managing teams

- Experience in handling mid markets and services clients with cumulative premium of ~50 Lacs to 2 Cr across all LOB's

Key Details:

Joining : ASAP

Compensation: Market competitive pay along with a variable performance-based component

Location : Mumbai and Delhi