About the role
As a Sr. Relationship Manager, you'll own and grow relationships with our B2B clients - from onboarding to retention to renewals and cross-selling Employee Benefits (EB) and Non-Employee Benefits lines. insurance products for our Bangalore location. Think of yourself as the strategic advisor and trusted partner helping Indian businesses protect what matters most. This is a high-impact, field-driven role - perfect for someone who thrives on physical client interaction, problem-solving, and bringing structured solutions to complex insurance needs.
Responsibilities:
- Build and nurture deep, long-term relationships with leadership teams with allocated clients.
- Understand each client's unique risk landscape and offer tailored insurance solutions across EB and non-EB lines.
- Lead end-to-end account servicing - onboarding, policy renewals, cross-sells, upsells, claims support, and ongoing consultation.
- Own your portfolio: make regular client visits, deliver exceptional service, and drive growth through trust and expertise.
- Generate cross-sales business from existing clients by presenting Employee Benefits and Non-Employee Benefits (cross-sell) products and recommending policy upgrades or changes.
- Collaborate with internal product experts to solve client challenges and unlock new revenue opportunities.
- Ensure timely renewals, quote negotiations, and invoicing.
- Assist clients with claims processes in collaboration with internal claims specialists.
Requirements:
- Bachelor's in Business, Finance, Insurance, or a related field.
- 6+ years of experience in managing corporate clients prima facie, either in an insurance brokerage firm or a direct general insurance company.
- Proven experience in commercial insurance with expertise in Employee Benefits (EB) and Non-Employee Benefits (Non-EB) insurance lines.
- Strong field sales experience and a demonstrated ability in relationship management.
Technical and Soft Skills:
- Excellent communication, negotiation, and interpersonal abilities.
- Self-motivated and capable of working independently while effectively managing a client portfolio.
- Having experience in handling and meeting B2B clients in person annually.
- Consulted agents/brokers/direct clients across all LOBs.
- Technical knowledge - MS Office - Word, Excel, and Outlook.
- Domain Knowledge preferred.