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Relationship Manager (Retention & Cross-Sales)

Relationship Manager (Retention & Cross-Sales)

ConfidentialMumbai, India
8 days ago
Job description

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

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&aposll 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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