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Relationship Manager

3 weeks ago

Bhubaneshwar, Odisha, India Digit Insurance Full time

Position Description

As Relationship Manager Retail Broking, you will be responsible for managing and nurturing client relationships, driving insurance sales, and ensuring high levels of customer satisfaction. This role requires a strong understanding of insurance products, excellent interpersonal skills, and a proactive approach to delivering value to individual and corporate clients.

Key Responsibilities

  • Client Relationship ManagementDevelop and maintain strong relationships with individual and corporate clients.Handle client queries, renewals, endorsements, and claims support efficiently.
  • Sales & Revenue GenerationAchieve assigned sales targets through effective client engagement and cross-selling.Participate in marketing and promotional activities to generate leads and enhance brand visibility.
  • Service CoordinationCoordinate with insurers and internal teams to ensure timely policy issuance and service delivery.Maintain accurate records of client interactions and sales activities using CRM tools.
  • Market Awareness & ComplianceStay updated on market trends, product offerings, and regulatory changes.Ensure compliance with IRDAI regulations and internal governance standards.

Experience & Skills Required

Work Experience

2-7 years of experience in insurance broking, with a focus on client servicing and sales.

Technology Known

  • Proficiency in CRM systems and insurance broking platforms
  • Familiarity with digital sales tools, lead management systems, and performance dashboards
  • Ability to leverage data analytics for client insights and strategic decision-making

Behavioral Traits Required

  • Strong communication and interpersonal skills
  • Customer-centric approach with a problem-solving mindset
  • High level of integrity and professionalism

Qualifications

  • Minimum Graduate
  • No specific stream or certifications required

What You Bring to Digit

  • You bring energy, empathy, and a strong client-first mindset. You help Digit grow by building trusted relationships, driving insurance sales, and delivering seamless service experiences to retail clients.