Corporate Relationship Manager

12 hours ago

Bandra Maharashtra, India Disha Capital Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Corporate Relationship Manager

Location
: Mumbai,BKC

Website:

Job Overview :

We are seeking a tech-savvy, results- Techo Marking – Insurance Broking to drive corporate insurance sales and business growth.

The role combines strategic sales, digital engagement, and technical expertise across Employee Benefits, Fire, Engineering, and Liability insurance.

Key Responsibilities :

1.
Client Relationship Management

· Act as the primary contact for key corporate clients.

· Maintain strong relationships with decision-makers and stakeholders.

· Understand client business needs and provide suitable risk & insurance solutions.

2.
Service Delivery & Operations

· Oversee policy issuance, endorsements, claims support, and renewals.

· Ensure timely delivery of policy documents, certificates, and reports.

· Coordinate with insurers for competitive pricing and coverage enhancements.

3.
Business Retention & Growth

· Manage renewal strategies for large corporate accounts.

· Identify cross-selling and up-selling opportunities within existing clients.

· Support business development teams in new client pitches by providing servicing insights.

4.
Team Leadership & Process Improvement


• Lead and mentor a team of servicing executives and managers.


• Monitor SLA adherence, ensure process efficiency, and reduce errors.


• Implement best practices for client engagement and service excellence.


• Develop and implement data-driven sales strategies to acquire and retain corporate clients.


• Build relationships with HR managers, benefits managers, and C-suite executives.


• Conduct digital and in-person presentations, negotiate deals, and close contracts.


• Collaborate with marketing on targeted campaigns and digital content.


• Oversee Employee Benefits advisory, claims resolution, and compliance.


• Provide analytics-driven sales reports and mentor sales team members.


• Ensure regulatory compliance and maintain strong relationships with clients and insurers.

Technical Expertise:


• Fire Insurance: Asset protection, RIV, and claims advocacy.


• Engineering Insurance: CAR, EAR, MB policies, technical underwriting.


• Liability Insurance: CGL, PI/E&O, D&O coverage and risk mitigation.

Requirements


• Bachelor's degree in Business/Marketing or related field.


• 5–8 years in corporate sales/business development within insurance.


• Proven track record in sales, client acquisition, and relationship management.


• Strong knowledge of insurance products, underwriting, and market trends.


• CRM proficiency, digital engagement skills, and analytical mindset.


• Willing to travel

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