Relationship Manager

RR Investors Capital Services; New Delhi; On-site; INR 600,000 - 1,000,000; Full time

Job summary

RR Investors Capital Services is seeking a dynamic Relationship Manager in Delhi to drive B2B insurance sales for corporate clients and partners. You will build and scale strategic relationships, tailor insurance solutions, and manage end-to-end client engagement from acquisition to renewal.

The role emphasizes corporate pitching, negotiation, and cross-selling, with responsibilities to exceed revenue targets and coordinate cross-functional teams for seamless policy issuance.

Qualifications

• Proven sales track record in insurance products.
• Strong client-facing and presentation abilities.
• Ability to analyze market trends and risks.

Responsibilities

• Identify, pitch to, and acquire corporate clients for business insurance products.
• Develop plans to generate high-value leads and expand client pipelines.
• Serve as primary contact for HR Heads, CFOs, and Risk Managers.
• Build long-term relationships to drive renewals, cross-selling and upselling.
• Collaborate with underwriting to tailor risk solutions and proposals.
• Meet revenue and GWP targets and manage onboarding and policy issuance.
• Coordinate with claims teams to ensure smooth post-sales service.

Skills

B2B sales

Negotiation

Contract closing

Communication skills

Analytical skills

Education

Bachelor's degree in Business Administration/Finance/Marketing

Job description

Position Title: Relationship Manager

Department: Insurance / Corporate Sales

Employment Type: Full-time

Job Purpose

We are seeking a dynamic, goal-oriented Relationship Manager to join our Financial & Investment Products division, with a primary focus on driving B2B Insurance Sales. The ideal candidate will build, manage, and scale strategic corporate relationships, offering tailored insurance solutions to business clients and corporate partners.

Key Responsibilities

• B2B Sales & Business Development:
  
• Identify, pitch to, and acquire corporate clients, SMEs, and institutional partners for various business insurance products.
• Develop and execute strategic plans to generate high-value leads and expand corporate client pipelines.
• Client Relationship & Account Management:
  
• Serve as the primary point of contact for corporate decision-makers (HR Heads, CFOs, Finance Directors, Risk Managers).
• Build long-term, trust-based relationships to ensure high renewal rates, cross-selling, and upselling opportunities.
• Product Structuring & Consulting:
  
• Understand the risk management and financial protection needs of business clients.
• Collaborate with underwriting and insurance partner teams to customize risk solutions and competitive commercial proposals.
• Sales Pipeline & Portfolio Performance:
  
• Meet and exceed defined revenue targets, gross written premium (GWP) metrics, and corporate acquisition KPIs.
• Conduct regular business reviews with corporate clients and ensure seamless onboarding and policy issuance.
• Claims & Service Support Coordination:
  
• Coordinate with internal operations and claims support teams to deliver a smooth claims settlement and post-sales service experience for corporate accounts.

Requirements & Qualifications

• Educational Qualification: Bachelors Degree in Business Administration, Finance, Marketing, or a related field (MBA/Post Graduation is a plus).
• Experience:
  
• Minimum 2 years of proven sales experience in Insurance Products (Group/Corporate Insurance, Health, Life, General, or Financial Products).
• Prior track record in B2B sales or strong consultative B2C insurance sales looking to manage B2B accounts.
• Product Knowledge: Solid understanding of commercial/group insurance products, risk assessment, and financial services.
• Skills:
  
• Strong corporate pitching, negotiation, and contract closing skills.
• Excellent verbal and written communication skills with comfort presenting to senior executive leadership.
• Strong analytical skills to evaluate market trends and client risk profiles.

(Salary is not the constraint for the deserving candidate)