Broking Relationship Manager

Prudential Technology And Services; Mumbai, Pune District, New Delhi; On-site; INR 600,000 - 1,000,000; Full time

Benefits offered by this job

Competitive salary

Incentive program

Career development

Leadership recognition

Job summary

Prudential Technology And Services seeks a Relationship Manager for Health Insurance to drive business growth, manage broker channels, and train partners. The role focuses on relationship management, training delivery, and achieving sales targets within the health insurance portfolio.

The candidate should have strong communication, analytical skills, and in-depth knowledge of health, life, and general insurance products, with a postgraduate qualification preferred.

Qualifications

• Bachelor's degree in business, Insurance, Finance or related fields.
• MBA or relevant postgraduate qualification is preferred.
• In-depth knowledge of health, life and general insurance products.
• Professional certification in insurance is a plus.

Responsibilities

• Channel management in assigned location/area.
• Cultivating and maintaining relationships with broker/agents/CA.
• Conducting training for branch staff and Broker RM to facilitate cross selling of PHI products.
• Daily/Weekly visits to assigned partners.
• Monthly training to assigned partners.
• Implementation of sales strategy and revenue generation to achieve targets.
• Objections handling and aiding sales processes.

Skills

Communication skills

Interpersonal skills

Analytical thinking

Problem solving

Ability to work under pressure

Sales strategy development

Training and development

Negotiation

Education

Bachelor's degree in business, Insurance, Finance or related fields

MBA or postgraduate qualification

Job description

Relationship Manager - Health Insurance

Job Description Report to Area Manager / Ass. Zonal Manager / Zonal Manager

The Relationship manager is a critical Individual role responsible for driving business growth, achieving sales targets and ensuring operational efficiency within branches. This role involves managing a sales call with distributors, providing training across partners, enhance customer satisfaction and expand market share. A strong understanding of the insurance industry and communication skills is essential for success in this role.

Responsibilities

• Responsible for channel management in assigned location/ area
• Cultivating and maintaining relationships with broker/ agents / CA
• Conducting training program for assigned branch staff, Broker RM to facilitate the cross selling of PHI products
• Daily / Weekly visits to assigned partners
• Monthly training to assigned partners
• Implementation of sales strategy, Revenue Generation and achieving targets
• Responsible for objection handling and aiding sales process carried out by the department
• Manage retention and focus on Quality Business Qualification & Experience
• Bachelors degree in business, Insurance, Finance or related fields. MBA or relevant postgraduate qualification is preferred
• In depth knowledge of health, life and general insurance products
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal abilities
• Ability to work under pressure and meet target deadlines
• Professional certification in insurance is plus Skills
• Sales strategy Development
• Hiring Business partner
• Customer Relations management
• Insurance product knowledge
• Broker /Advisor Training and development
• Regulatory compliance
• Customer Retention sales techniques & Communication
• Budget management & operational efficiency
• Presentation, problem solving and negotiation

What we offer

• Competitive salary
• Performance based incentive program where there is huge potential to make big money
• Career development opportunities for professional growth and development including training and mentorship programs
• Recognition as a key member of our leadership team