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Assistant Vice President - Relationship Management - Retention & Cross Sales - BFSI

Assistant Vice President - Relationship Management - Retention & Cross Sales - BFSI

PeopleX VenturesMumbai, India
30+ days ago
Job description

Job Overview :

We are seeking an experienced AVP of Relationship Management to lead and grow our commercial insurance portfolio, focusing on both Employee Benefits (EB) and Non-Employee Benefits (Non-EB) products. In this senior role, you will drive business growth, manage high-value client relationships, and coordinate with internal teams to ensure exceptional service delivery.

Key ROLE MANAGEMENT

  • Build and nurture deep, long-term relationships with leadership teams with high-value commercial clients in your region (North / South / West / ROI)
  • Own your portfolio : make regular client visits (100+ annually), deliver exceptional service, and drive growth through trust and expertise.
  • Conduct comprehensive on-site assessments and client consultations to develop tailored insurance strategies and foster long-term partnerships.
  • Drive client retention and portfolio growth by presenting customized products, recommending coverage enhancements, and identifying cross-selling opportunities.

TEAM MANAGEMENT

  • Hire & manage a dynamic team of Sr Relationship Managers and Relationship Managers.
  • Oversee teams policy renewals and claims management processes, ensuring high service standards and client satisfaction.
  • Mentor them and support them with complicated risks and client management by sharing expertise, best practices and getting involved if need be.
  • Stay updated on industry trends, regulatory changes, and competitive offerings to maintain a competitive edge.
  • Collaborate with underwriting, operations, and claims teams to ensure seamless policy administration and client support.
  • Maintain a strategic view of client portfolios, identifying opportunities for new business and maximizing revenue potential.
  • Track and organize key metrics of the team Education : Bachelor's degree in Finance, Business, Insurance, or a related field.
  • Experience : Minimum of 8-10 Years in a broking firm or an insurance firm in client facing roles.

    • Expertise :

  • Strong understanding of all LOB's
  • Proven negotiation skills, with experience liaising with insurers, brokers, and clients.
  • Skills :
  • Excellent analytical skills and attention to detail in evaluating policy wordings and terms.
  • Effective communication and interpersonal skills to build strong relationships and explain technical information.
  • Proficiency in using insurance placement and CRM software.
  • Experience of minimum 5+ years of managing teams
  • Experience in handling mid markets and services clients with cumulative premium of ~50 Lacs to 2 Cr across all LOB's

    • Key Details : Joining : ASAP

    Compensation : Market competitive pay along with a variable performance-based component

    Location : Mumbai and Delhi

    (ref : iimjobs.com)

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