Relationship Manager

Staunch HR Services Private Limited; Coimbatore District; On-site; INR 400,000 - 650,000; Full time

Job summary

Staunch HR Services Private Limited is seeking a motivated Relationship Manager in Tamil Nadu to drive business through partner networks and KLI product sales. You will manage relationships across the partner ecosystem, coordinate meetings, activate sub-brokers and RMs, and ensure timely processing of insurance cases.

The role emphasizes customer focus, planning, and execution excellence. Ideal candidates hold a graduate or postgraduate degree with relevant insurance sales experience,

Qualifications

• Graduate or postgraduate degree required.
• Experience in insurance sales, especially broking or banca.
• Strong customer orientation and partner-management skills.
• Excellent planning abilities and execution focus.
• Collaborative mindset and business-excellence oriented.

Responsibilities

• Drive business through channel partners' sales teams and distribution networks.
• Build relationships across the partner network and grow the business.
• Organize catch-up meetings with partners and clients to introduce KLI products.
• Activate mapped sub-brokers, RMs, and lead generators monthly.
• Ensure smooth issuance of all cases from start to finish and maintain policy persistency.
• Prepare and send daily reports on meetings and sales numbers to stakeholders.
• Track the status of logged-in policies in the central MIS and update task MIS.
• Train partner RMs on KLI products and processes.

Skills

Customer orientation

Partner management

Planning abilities

Business excellence

Collaboration

Execution excellence

Education

Graduate degree

Postgraduate degree

Job description

We are seeking a motivated and dynamic Relationship Manager to join our team in Tamil Nadu. The primary purpose of this role is to drive business through our channel partners' sales teams and distribution networks. As a Relationship Manager, you will be responsible for building strong relationships across the partner network and growing the business by driving sales of KLI products through these partners. Key responsibilities include organizing catch-up meetings with partners and their clients to introduce KLI products into their portfolios, activating the maximum number of mapped sub-brokers, RMs, and lead generators on a monthly basis, and achieving monthly, quarterly, and annual business targets. You will ensure the smooth issuance of all cases from start to finish and maintain the persistency of all issued policies. Additionally, you will prepare and send daily reports on meetings and sales numbers to all stakeholders, track the status of logged-in policies in the central MIS, and update on tasks assigned for driving focused business through the task MIS. Training partner RMs on KLI products and processes will also be a key part of your role. To be successful in this position, you should possess a graduate or post-graduate degree and have relevant experience in insurance sales, particularly in broking or banca sales. Strong customer orientation, partner management skills, and planning abilities are essential. Behavioral competencies such as business excellence, collaboration, and execution excellence will also contribute to your success in this role. If you are passionate about sales and building relationships in the life insurance sector, we encourage you to apply for this exciting opportunity.