Relationship Manager

InsureBuddy; Ludhiana; On-site; INR 450,000 - 650,000; Full time

Job summary

InsureBuddy is seeking a Relationship Manager to manage and nurture relationships with existing and prospective clients in Ludhiana. The role involves understanding client insurance needs, advising suitable products, and ensuring smooth service delivery on-site.

You will conduct client meetings, handle queries, assist with policy documentation, and coordinate with internal teams to maintain high customer satisfaction.

Qualifications

• Strong client relationship management and customer service skills.
• Clear verbal and written communication and active listening.
• Basic understanding of insurance products, policies and regulations; sales experience is a plus.
• Organizational and time-management abilities to handle multiple client accounts.
• Proficiency with digital tools and CRM or sales tracking systems.
• Willingness to work on-site in Ludhiana and collaborate with teams.
• Bachelor’s degree in related field or equivalent practical experience preferred.

Responsibilities

• Manage and nurture relationships with existing and prospective clients.
• Conduct client meetings and handle queries.
• Assist with policy documentation and ensure smooth service delivery.
• Coordinate with internal teams to ensure high-quality service.
• Identify cross-selling and up-selling opportunities and maintain accurate records.
• Support business development activities in the region.

Skills

Relationship management

Communication skills

Insurance knowledge

Time management

CRM proficiency

Local market engagement

Education

Bachelor's degree in Business/Finance/Marketing

Tools

CRM software

Sales tracking systems

Job description

Company Description

InsureBuddy is a new-age, technology-led insurance broking firm that focuses on delivering innovative products and ready-to-deploy solutions to its clients. The company aims to build a strong pan-India presence by leveraging digital tools and data-driven insights to make insurance simpler and more accessible. InsureBuddy is driven by a vision to stand out as a unique player in the insurance broking industry, combining customer-centric services with modern technology. With aspirations to become a future unicorn, the organization offers growth opportunities for professionals who want to shape the next generation of insurance solutions.

Role Description

The Relationship Manager is a full-time, on-site role based in Ludhiana. This role involves managing and nurturing relationships with existing and prospective clients, understanding their insurance needs, and recommending suitable products and solutions. Day-to-day responsibilities include conducting client meetings, handling queries, assisting with policy documentation, coordinating with internal teams for smooth service delivery, and ensuring high levels of customer satisfaction. The Relationship Manager will also identify cross-selling and up-selling opportunities, maintain accurate records of client interactions, and support business development activities in the region. The role requires consistent on-ground engagement with clients and partners to strengthen InsureBuddy’s presence in the local market.

Qualifications

• Strong client relationship management and customer service skills, with the ability to build trust and long-term partnerships.
• Solid communication and interpersonal skills, including clear verbal and written communication and active listening.
• Basic understanding of insurance products, policies, and regulatory guidelines; prior experience in insurance, financial services, or sales is an advantage.
• Good organizational and time-management abilities to handle multiple client accounts, follow up on leads, and maintain accurate documentation.
• Proficiency with common digital tools and CRM or sales tracking systems to manage client data and reporting.
• Ability to work on-site in Ludhiana, collaborate effectively with local and central teams, and adapt to a fast-paced, technology-led environment.
• Bachelor’s degree in Business, Finance, Marketing, or a related field preferred; equivalent practical experience will also be considered.
• High level of integrity, professional conduct, and a customer-first mindset, with openness to continuous learning and development.