Relationship Manager

Position Title**:** Relationship Manager Financial & Investment Products

Department: Insurance / Corporate Sales

Employment Type: Full-time

Job Purpose

We are seeking a dynamic, goal-oriented Relationship Manager to join our Financial & Investment Products division, with a primary focus on driving B2B Insurance Sales. The ideal candidate will build, manage, and scale strategic corporate relationships, offering tailored insurance solutions to business clients and corporate partners.

Key Responsibilities

• B2B Sales & Business Development:

• Identify, pitch to, and acquire corporate clients, SMEs, and institutional partners for various business insurance products.

• Develop and execute strategic plans to generate high-value leads and expand corporate client pipelines.

• Client Relationship & Account Management:

• Serve as the primary point of contact for corporate decision-makers (HR Heads, CFOs, Finance Directors, Risk Managers).

• Build long-term, trust-based relationships to ensure high renewal rates, cross-selling, and upselling opportunities.

• Product Structuring & Consulting:

• Understand the risk management and financial protection needs of business clients.

• Collaborate with underwriting and insurance partner teams to customize risk solutions and competitive commercial proposals.

• Sales Pipeline & Portfolio Performance:

• Meet and exceed defined revenue targets, gross written premium (GWP) metrics, and corporate acquisition KPIs.

• Conduct regular business reviews with corporate clients and ensure seamless onboarding and policy issuance.

• Claims & Service Support Coordination:

• Coordinate with internal operations and claims support teams to deliver a smooth claims settlement and post-sales service experience for corporate accounts.

Requirements & Qualifications

• Educational Qualification: Bachelors Degree in Business Administration, Finance, Marketing, or a related field (MBA/Post Graduation is a plus).

• Experience:

• Minimum 2 years of proven sales experience in Insurance Products (Group/Corporate Insurance, Health, Life, General, or Financial Products).

• Prior track record in B2B sales or strong consultative B2C insurance sales looking to manage B2B accounts.

• Product Knowledge: Solid understanding of commercial/group insurance products, risk assessment, and financial services.

• Skills:

• Strong corporate pitching, negotiation, and contract closing skills.

• Excellent verbal and written communication skills with comfort presenting to senior executive leadership.

• Strong analytical skills to evaluate market trends and client risk profiles.

(Salary is not the constraint for the deserving candidate)

you can submit your application directly to [email protected] or call on 8178997843.