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Relationship Manager - Corporate Sales - BFSI (4-10 Yrs) Delhi/Mumbai/Chennai/Kolkata (BFSI Sales)

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by Updazz.com
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Job Specifications
Employment Type Full time jobs
Minimum Experience 1 yr
Job Description
We are looking for experienced professional responsible for acquiring, managing, and growing corporate clients by providing insurance broking solutions tailored to their risk management needs. The role involves identifying business opportunities, advising clients on appropriate insurance coverage, negotiating with insurers, and ensuring long-term client relationships.Key Responsibilities:Business Development & Sales:- Identify and develop new corporate clients across industries such as manufacturing, IT, logistics, healthcare, and infrastructure.- Generate leads through networking, referrals, cold calling, and market research.- Achieve assigned revenue, premium, and client acquisition targets.- Prepare and deliver presentations and proposals to corporate decision-makers (CFOs, Risk Managers, HR Heads).Client Relationship Management:- Act as a trusted advisor by understanding client business risks and insurance requirements.- Maintain strong relationships with existing corporate clients to ensure renewals and cross-selling opportunities.- Conduct regular client meetings and policy reviews.Insurance Placement & Advisory:- Analyze client risk profiles and recommend appropriate insurance solutions such as:- Fire Insurance- Property & Engineering Insurance- Liability Insurance- Marine Insurance- Group Health & Employee Benefits- Coordinate with internal teams and insurers to place policies on competitive terms.- Support negotiations on premiums, coverage terms, deductibles, and claims handling arrangements.Renewals & Cross-Selling:- Manage policy renewals by ensuring timely documentation and premium collection.- Identify opportunities for upselling and cross-selling additional insurance products.Market & Insurer Coordination:- Build and maintain relationships with insurance companies and underwriters.- Stay updated on market trends, new insurance products, and regulatory changes.Compliance & Documentation:- Ensure compliance with IRDAI regulations and internal company policies.- Maintain accurate sales records, client documentation, and MIS reports.Key Skills & Competencies:- Strong corporate sales and negotiation skills- Sound knowledge of general insurance products and broking practices- Excellent communication and presentation abilities- Client-focused and solution-oriented approach- Ability to work independently and meet targets- Relationship management and networking skillsKey Performance Indicators (KPIs):- Premium and revenue targets achieved- Number of new corporate clients acquired- Renewal retention ratio- Cross-sell and upsell contribution- Client satisfaction and relationship strength (ref:updazz.com)

Payroll Type : Permanent
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Updazz.com (Registered since July-2017)
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