Verified Job
Accounting - Finance
Relationship Manager Corporate Banking
Accounting - Finance
#676418
Remote / WFH
Job Description
Job Role: Relationship Manager
Location: Mumbai
Designation: Associate Manager
Department: Corporate Solutions Group
Role Overview: We are looking for a proactive and result-oriented Relationship Manager to be a part of our Corporate Solutions Group. The role involves managing relationships with corporate clients and insurance brokers, driving new business, and ensuring consistent service delivery. You will be responsible for achieving sales targets, retaining existing clients and coordinating closely with internal teams to support business growth.
Key Responsibilities:
· Client & Broker Management: Build and maintain strong relationships with assigned corporate clients and brokers to support business growth.
· Business Development: Identify potential leads, respond to quote requests, and follow up to convert them into sales.
· Sales Target Achievement: Meet monthly and quarterly business targets by driving consistent performance.
· Client Servicing: Ensure timely resolution of client queries and maintain high satisfaction levels.
· Coordination: Work closely with internal teams like underwriting, operations, and finance to ensure smooth onboarding, policy issuance, and commission processes.
· Retention: Support renewal of existing accounts and maintain ongoing engagement with key stakeholders.
· Reporting: Maintain sales trackers, broker performance reports, and pipeline updates for regular business reviews.
Skills & Competencies:
· Experience in managing brokers or channel partners
· Good communication, negotiation, and client-handling skills
· Goal-oriented with a strong focus on execution
Educational Qualification: 3+ years of relevant experience in general insurance and corporate sales
Location: Mumbai
Designation: Associate Manager
Department: Corporate Solutions Group
Role Overview: We are looking for a proactive and result-oriented Relationship Manager to be a part of our Corporate Solutions Group. The role involves managing relationships with corporate clients and insurance brokers, driving new business, and ensuring consistent service delivery. You will be responsible for achieving sales targets, retaining existing clients and coordinating closely with internal teams to support business growth.
Key Responsibilities:
· Client & Broker Management: Build and maintain strong relationships with assigned corporate clients and brokers to support business growth.
· Business Development: Identify potential leads, respond to quote requests, and follow up to convert them into sales.
· Sales Target Achievement: Meet monthly and quarterly business targets by driving consistent performance.
· Client Servicing: Ensure timely resolution of client queries and maintain high satisfaction levels.
· Coordination: Work closely with internal teams like underwriting, operations, and finance to ensure smooth onboarding, policy issuance, and commission processes.
· Retention: Support renewal of existing accounts and maintain ongoing engagement with key stakeholders.
· Reporting: Maintain sales trackers, broker performance reports, and pipeline updates for regular business reviews.
Skills & Competencies:
· Experience in managing brokers or channel partners
· Good communication, negotiation, and client-handling skills
· Goal-oriented with a strong focus on execution
Educational Qualification: 3+ years of relevant experience in general insurance and corporate sales
