Magma HDI General Insurance - Relationship Manager

Job Title : Senior Relationship Manager

Location : Vadodara, Gujarat

Experience : Minimum 4 years (relevant relationship management experience)

Employment Type : Full-Time

Position Overview :

We are seeking a seasoned Senior Relationship Manager to join our Vadodara team. The ideal candidate will be responsible for managing and growing a portfolio of clients-ensuring high levels of satisfaction, identifying opportunities for cross-sell or up-sell, and serving as the key point of contact for client needs. The candidate must bring a minimum of 4 years of hands-on experience in relationship management, strong interpersonal skills, and the ability to operate independently and proactively in a competitive market environment.

Key Responsibilities :

• Maintain and manage relationships with a designated portfolio of clients, ensuring exemplary service and retention.
• Act as the primary point of contact for clients : understand their needs, respond to queries, resolve issues, and anticipate future requirements.
• Proactively identify opportunities for growth within existing accounts (cross-sell, up-sell) and bring in new clients as needed.
• Prepare and present periodic business reviews and client reports, showing portfolio performance, opportunities, and risk areas.
• Collaborate with internal teams (product, operations, credit / risk, service delivery) to ensure smooth onboarding, timely servicing and fulfilment of client requirements.
• Monitor market trends, competitor activity and regulatory changes, and provide feedback or recommendations to leadership for service or product enhancements.
• Meet or exceed defined KPIs : e.g., client retention rate, new business targets, cross-sell ratio, growth of portfolio value.
• Ensure compliance with company policies, internal controls and regulatory requirements in all client interactions.
• Participate in networking events, industry forums or client engagements to raise the organisation's profile and enhance relationships.

Required Qualifications & Skills :

(ref : iimjobs.com)