
Senior Relationship Manager
3 weeks ago
Job Title: Senior Relationship Manager Insurance Broking
Experience: 58 Years
About the Role:
We are looking for an experienced Senior Relationship Manager to lead key account growth, manage strategic partnerships, and drive high-value insurance sales across Property, Liability, Casualty, and Life segments.
Key Responsibilities:
- Develop and execute strategies to acquire and grow high-value clients and channel partners
- Act as the primary relationship owner for key accounts with regular client engagement
- Collaborate with internal stakeholders for customized insurance solutions and quotations
- Lead complex negotiations, ensure competitive pricing, and close large-ticket deals
- Provide guidance to junior team members and support team performance improvement
- Monitor market developments and provide actionable insights to the leadership team
- Represent the company in client meetings, industry events, and networking opportunities
- Drive renewals, claims assistance, and ensure client satisfaction across touchpoints
Key Result Areas (KRAs):
- High-value client acquisition and retention
- Achievement of quarterly and annual revenue targets
- Contribution to strategic initiatives and product bundling
- Effective resolution of client queries and claims follow-ups
- Coaching and development of junior sales team members
Required Skills & Qualifications:
- Graduate/Postgraduate degree in Business or related field (MBA preferred)
- 58 years of solid experience in Insurance Broking or B2B Insurance Sales
- Strong network of clients and distributors in insurance domain
- Advanced understanding of Property, Casualty, Liability, and Life insurance products
- Strategic mindset with strong leadership, communication, and consultative selling skills
-
Senior Relationship Manager
3 weeks ago
Kolkata, West Bengal, India HDFC securities Full timeHDFC Securities is hiring for Senior Relationship Manager at Kolkata, Durgapur, Berhampore, Bhubaneshwar, Asansol, Rourkela. Experience required : 4 Years+ Job Description : 1. Execution of trade orders on behalf of clients. 2. Building relationships with clients & educating them about Investments. 3. Client Acquisition as per targets and cross selling...
-
is hiring Relationship Manager
3 days ago
Kolkata, West Bengal, India Bajaj Allianz Life Full time ₹ 9,00,000 - ₹ 12,00,000 per yearGraduates - Senior Relationship ManagerJOB ROLE:Responsible for target achievement of Life Insurance.Acquire, build & maintain strategic relationships with clients sources, develops & analyses customer needs to establish a client centric business environment, proposes and implements solution.Cross sales, try to up sells and timely renewal of clients...
-
Relationship Manager
3 weeks ago
Kolkata, West Bengal, India Tata AIA Life Insurance Full timeJob DescriptionA Position Overview- Position Title - Senior Relationship Manager - Virtual Bancassurance HDFC- Function - Partnership Distribution- Department - Virtual Bancassurance HDFC- Level/ Band - Executive- Grade - 209- Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches across assigned locationsB...
-
TASC Relationship Manager
3 weeks ago
Kolkata, West Bengal, India Workassist Full timeJob DescriptionWork Level: IndividualCore: Communication Skills, Result Driven, Problem SolvingLeadership: Building Work RelationshipsIndustry Type: BankingFunction: Relationship ManagerKey Skills: TASC,Institutional Sales,Government Banking,Club,Trust,Client Relationship,Relationship Management,Relationship Manager,Lead GenerationEducation: GraduateNote:...
-
TASC Relationship Manager
1 day ago
Kolkata, West Bengal, India Workassist Full time ₹ 1,04,000 - ₹ 1,30,878 per yearWork Level: IndividualCore: Communication Skills, Result Driven, Problem SolvingLeadership: Building Work RelationshipsIndustry Type: BankingFunction: Relationship ManagerKey Skills: TASC,Institutional Sales,Government Banking,Club,Trust,Client Relationship,Relationship Management,Relationship Manager,Lead GenerationEducation: GraduateNote: This is a...
-
Kolkata, West Bengal, India Bajaj Allianz Life Full time US$ 60,000 - US$ 1,20,000 per yearRole & responsibilitiesThe Relationship Manager - Insurance position involves managing client relationships, understanding their insurance needs, and offering appropriate solutions. It Involves managing and nurturing customer relationships to drive the sales of life insurance products.He should analyze the company's communication strategy, negotiations and...
-
TASC Relationship Manager
3 weeks ago
Kolkata, West Bengal, India Workassist Full timeJob DescriptionWork Level: IndividualCore: Communication Skills, Result Driven, Problem SolvingLeadership: Building Work RelationshipsIndustry Type: BankingFunction: Relationship ManagerKey Skills: TASC,Institutional Sales,Government Banking,Club,Trust,Client Relationship,Relationship Management,Relationship Manager,Lead GenerationEducation: GraduateNote:...
-
Relationship Manager
2 days ago
Kolkata, West Bengal, India Dreams Solution Full time ₹ 10,00,000 - ₹ 20,00,000 per yearSUMMARY for RM: -The Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth individuals and institutions make...
-
Relationship Manager
5 days ago
Kolkata, West Bengal, India Creative Prism Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCompany DescriptionSquare One Interior is dedicated to creating places that inspire and elevate lives by combining creativity and functionality. Our team of interior designers specializes in crafting customized homes that reflect your unique tastes and lifestyle. We focus on delivering personalized design solutions that seamlessly blend aesthetics and...
-
Preferred/Wealth Relationship Manager
3 days ago
Kolkata, West Bengal, India AnandRathi Full time ₹ 10,00,000 - ₹ 25,00,000 per yearJOB DESCRIPTION Role/ProfilesPreferred Relationship ManagerJob Title/ DesignationManager/Senior ManagerCompany CTC rangeCompetitiveLocationKolkata PRIMARY JOB RESPONSIBILITIES To acquire Preferred clients (Affluent & Super Affluent) To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients To advise...