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Key Relationship Manager - Broking and Corporate Agency
ConfidentialMumbai20 days ago
Job descriptionReports To : Vice President Supervises : Individual Contributor Role Geographic Area Covered : PAN India Internal Stakeholders : Sales Distribution Teams, Marketing, Accounts, Product, CPC, Operations External Stakeholders : Wealth Partnerships Achieve sales targets as per business plan. Ensure policy persistency in line with company benchmarks. Maintain zero escalation policy through strong partner engagement. Ensure top-of-mind recall and business commitment from partners. 100% adherence to internal processes, guidelines, and compliance standards. Provide timely market insights including wallet share data of partnerships. Offer feedback for product and business strategy alignment. Proficient in MS Excel and PowerPoint. Ability to analyze and present data effectively. Strong interpersonal and relationship-building abilities. Effective communication and influencing skills. Creative thinking and problem-solving mindset. Leadership and teamwork orientation. Strategic decision-making capabilities. Essential : Graduate Desired : MBA Essential : 7–9 years in partnership management Desired : 7–10 years in partnership management / sales roles Essential : 25–30 years Desired : 25–35 years
Position Overview
Position Title :
Key Relationship Manager - Broking (Corporate Agency)
Department :
Broca Retail Accounts
Level / Band : Manager – 402
Role Summary
- Proven track record in sales and account management.
- Strong interpersonal and communication skills.
- Responsible for managing and developing wealth partnerships to generate life insurance (LI) business.
- Maintain long-term relationships with partners to drive consistent growth.
- Develop and execute sales and account management strategies.
- Analyze industry trends and recommend strategic growth initiatives.
- Collaborate with internal teams to ensure smooth execution of business plans and tactical initiatives.
Organizational Relationships
Job Dimensions
Key Result Areas (KRAs)
1. Sales
2. Relationship Management
3. Compliance
4. MIS & Market Intelligence
Skills Required
Technical Skills
Behavioral Skills
Incumbent Characteristics
Qualification
Experience
Age
Skills Required
Compliance, Ms Excel, Partnership Management, Relationship Management, Communication, Sales
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Relationship Manager • Mumbai
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