Relationship Manager - Insurance/BFSI/Financial Services

Description:

Key Responsibilities:

Relationship Management:

- Build, manage, and strengthen relationships with corporate partners, emerging channels, fintechs, NBFCs, brokers, and institutional clients

- Act as the primary point of contact for partner queries, escalations, and business coordination

- Ensure high partner satisfaction and long-term engagement

Business Development & Sales:

- Drive life insurance sales through assigned corporate and emerging channels

- Identify and onboard new corporate accounts and distribution partners

- Achieve monthly, quarterly, and annual premium and revenue targets

- Promote group insurance, protection, savings, and retirement products

Channel Expansion & Activation:

- Identify new emerging distribution opportunities (digital platforms, startups, alliances, etc.)

- Support partner onboarding, training, and activation

- Conduct product training and joint sales calls with partner teams

Operations & Compliance:

- Ensure adherence to IRDAI guidelines, company policies, and compliance standards

- Coordinate with internal teams (underwriting, operations, claims, finance) for smooth execution

- Track business MIS, pipeline, conversion ratios, and partner performance

Market Intelligence:

- Monitor competitor activity, market trends, and product positioning

- Share insights to improve product penetration and partner engagement

Candidate Profile:

Qualification:

- Graduate / Postgraduate (MBA preferred)

Experience:

- 2 to 8 years of experience in

- Corporate sales

- B2B relationship management

- Insurance / BFSI / Financial services

- Prior exposure to Life Insurance / Group Insurance / Corporate Sales is highly preferred

Key Skills & Competencies:

- Strong relationship management and negotiation skills

- Business development and target-driven mindset

- Excellent communication and presentation skills

- Ability to work with multiple stakeholders

- Good understanding of insurance products and distribution models