Job Overview:
As a Senior Relationship Manager, you'll own and grow relationships with our B2B clients — from
onboarding to retention to renewals and cross-selling EB and non EB insurance products. 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.
Key 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
Employee Benefits (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 (200+ annually), 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.
Qualifications
Education: Bachelor’s degree in Finance, Business, Insurance, or a related field.
Experience:
● 5+ years’ of experience in managing corporate clients Prima facie either in an insurance
broking firm or 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 & 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 ~200 B2B clients in-person, annually
● Consulted agents/brokers/direct clients across all LOB’s
● Domain Knowledge preferred.
Key Details:
● Location: Delhi
● Compensation & Perks: Market-leading compensation + performance-based incentives.
● Date of Joining: ASAP