Relationship Manager
3 days ago
Role: Relationship Manager (Retention & Cross Sales) - Mumbai, MH
Location
:
Andheri East, Mumbai, M
H
Open Roles
:
1
Compensation
: Market-leading + performance incentive
s
Joining
: ASA
**P
Who Are We**
?
BimaKavach is reimagining how Indian businesses access protection - with technology, speed, and simplicity at the core of everything we
do.
We proudly se
rve 4,000+ compa
nies, including names like BSNL, Daikin, The Whole Truth, and CleverTap, and are backed by top investors like Waterbridge, Blume, Arali, and Exim
**ius.
Our mission? To safeguard every Indian business by**
2047.Our mindset? Bold, fast-moving, and customer-obses
sed.
Join us at BimaKavach and be part of a once-in-a-generation opportunity to reshape how insurance works for millions of businesses. Bring your expertise, curiosity, and ambition - and help build the future of SME insurance in
**India.
Job Ov**
ervie
**w:
As a 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-EB lines. insurance products for our Mumbai location. Think of yourself as the strategic advisor and trusted partner helping Indian businesses protect what matte
rs 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 insuran
**ce needs.
Key Respons**
- ibilities:
Build and nurture deep, long-term relationships with leadership teams with alloca
- ted clientsUnderstand each client's unique risk landscape and offer tailored insurance solutions across EB and no
- n-EB lines.Lead end-to-end account servicing - onboarding, policy renewals, cross-sells, upsells, claims support, and ongoing co
- nsultation.Own your portfolio: make regular client visits (200+ annually), deliver exceptional service, and drive growth through trust and
- expertise.Generate cross-sal
es 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 opp
- ortunities.Ensure timely renewals, quote negotiations, and
- invoicing.Assist clients with claims processes in collaboration with internal claims s
**pecialists.
Qual**
ifications: Bachelors in Business, Finance, Insurance or a re
lated field.
- Experience:
2+ years' of experience in managing corporate clients prima facie either in an insurance broking firm or direct general ins
- urance companyProven experience in commercial insurance with expertise in Employee Benefits (EB) and Non-Employee Benefits (Non-EB) i
- nsurance linesStrong field sales experience and a demonstrated ability in relationsh
**ip management.
Technical &am**
- p; Soft Skills:
Excellent communication, negotiation, and interper
- sonal abilities.Self-motivated and capable of working independently while effectively managing a c
- lient portfolio.Having experience in handling and meeting 200 B2B clients in-
- person, annuallyConsulted agents/brokers/direct clients
- across all LOB'sTechnical knowledge - MS Office – Word, E
- xcel and OutlookDomain Know
ledge preferred.
-
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