Loading open roles
UpMan Placements Private Limited
Relationship Manager – SME -Corporate Sales
UpMan Placements Private Limited · posted 1 month ago
Mumbai, Delhiinsurance
About the role
Job Title: Relationship Manager – SME - Corporate Sales (Agency /Broking) (Health Insurance Business)
| Location: | Priority (Mumbai, Delhi, Hyderabad, Pune, Bangalore) |
| Reports To: | Area Head of SME - Corporate Sales (Broking / Agency) |
Role Overview:
The Relationship manager will be responsible for SME corporate insurance sales through SME Broker / Agency, within the assigned region / zone, Driving revenue growth, Managing P&L and high-performing teams, and building strong relationships with SME Brokers, HNI Agents, Agency Leaders, clients and channel partners. This role requires strategic thinking, leadership, and deep knowledge of insurance products and market dynamics.
Key Responsibilities:
Sales Strategy & Planning
- Develop and implement sales strategies aligned with organizational goals.
- Forecast revenue and set performance targets for the assigned region / area.
- Identify new business opportunities and emerging market trends.
Business Development
- Drive acquisition of corporate clients for group health, PA, CI and Wellness.
- Build and maintain strong relationships with corporate clients, Brokers, agents, Agency Branch Leaders and intermediaries.
- Negotiate contracts and ensure profitable deals.
Team Leadership
- Lead and mentor Relationship Managers across multiple locations.
- Conduct regular training and performance reviews.
- Foster a culture of high performance and accountability.
Client Relationship Management
- Ensure superior customer experience and retention.
- Resolve escalations and provide strategic solutions to client needs.
Compliance & Governance
- Ensure adherence to IRDAI regulations and company policies.
- Monitor risk management and underwriting guidelines.
Market Intelligence
- Analyze competitor activities and market dynamics.
- Provide insights to senior management for strategic decisions.
Qualifications & Experience:
- Education: Graduate/Postgraduate in Business Administration, Marketing, or related field.
- Experience: 1--3 years in Corporate Sales or 3-4 yrs in Agency / Broking Retail Sales, preferably aware of Health SME corporate segment.
-
Skills:
- Strong leadership and team management.
- Excellent negotiation and communication skills.
- Proficiency in CRM tools and MS Office.
- Deep understanding of insurance products and corporate client ecosystem.
Key Competencies:
- Strategic Thinking & Planning
- Relationship Building
- Sales Leadership
- Market Analysis
- Compliance Orientation