RR Finance - Relationship Manager - Insurance

Title : Strategic Client Partner

About the Job :

Are you a driven and insightful professional with a passion for understanding client needs and translating them into impactful strategies? Do you thrive in building strong relationships and leveraging data to drive tangible results? If so, we are looking for a dynamic Strategic Client Partner to serve as the primary point of contact for our valued clients.

In this pivotal role, you will immerse yourself in our clients' businesses, gaining a deep understanding of their objectives and challenges.

By meticulously analyzing their data and fostering a collaborative partnership, you will develop and present strategic recommendations that unlock significant value.

You will also play a key role in showcasing our value proposition to both prospective and existing clients, contributing to our growth and client Client Relationship Management : Cultivate and maintain strong, trusted relationships with assigned clients, serving as their primary point of contact and advocate within the organization.

• Business Acumen & Understanding : Engage in proactive and in-depth dialogues with clients to thoroughly understand their core business objectives, key performance indicators (KPIs), industry landscape, and current challenges.
• Data Analysis & Strategic Insights : Analyze client data using various tools and techniques to identify key trends, opportunities, and areas for improvement.
• Translate complex data into clear, concise, and actionable strategic recommendations.
• Strategic Recommendation Development : Based on data analysis and a deep understanding of client needs, develop and articulate strategic recommendations that align with their business goals and demonstrate measurable value.
• Presentation & Communication : Effectively present value propositions, strategic recommendations, and progress updates to both sales leads and current clients through compelling presentations and clear communication.
• Project & Client Management : Independently manage multiple client engagements and projects simultaneously, ensuring timely delivery of high-quality insights and recommendations.
• Sales Support & Business Development : Collaborate with the sales team by presenting the value proposition of our services to potential clients.
• Actively prospect for new sales leads and contribute to closing sales opportunities.
• Internal Collaboration : Work closely with internal teams (e.g., product, analytics, support) to ensure client needs are understood and addressed effectively.
• Performance Monitoring & Reporting : Track the performance of implemented strategies and provide regular reports to clients, highlighting key achievements and areas for optimization.
• Continuous Improvement : Stay abreast of industry trends, best practices, and new methodologies to continuously enhance the quality and impact of strategic Bachelor's degree in Business Administration, Marketing, Economics, or a related field.
• MBA strongly preferred.
• 4-6 years of proven experience in client relationship management, account management, or a similar client-facing strategic role.
• Demonstrated ability to manage multiple projects and clients concurrently, with strong organizational and time-management skills.
• Exceptional communication and interpersonal skills, with the ability to build rapport, influence stakeholders, and present complex information clearly and persuasively.
• Strong analytical and problem-solving skills, with the ability to interpret data, identify trends, and develop data-driven recommendations.
• Proficiency in data analysis tools and techniques (specify any preferred tools).
• Excellent presentation skills, with the ability to create and deliver engaging presentations to diverse audiences.
• A proactive and results-oriented mindset with a strong focus on client success.
• Ability to work independently and collaboratively within a team environment

(ref : iimjobs.com)