Relationship Manager - Key Accounts (Life Insurance)

Nandak Insurance Brokers; Kolkata District; Hybrid; INR 600,000 - 800,000; Full time

Job summary

Bima Saathi, powered by Nandak Insurance Brokers Pvt. Ltd., Kolkata, seeks a Relationship Manager - Key Accounts to manage strategic referral partners and drive Life Insurance business through relationship-led selling.

The ideal candidate should have 3–8 years of Life Insurance sales experience, exposure to HNI/Affluent customers, excellent relationship management and communication skills, and a professional, autonomous work style.

Qualifications

• Experience in Life Insurance Sales is mandatory.
• Exposure to HNI/Affluent customer handling.
• Excellent relationship management and communication skills.
• Strong customer-centric approach.
• Ability to work independently and drive business outcomes.
• High level of professionalism, ownership, and accountability.

Responsibilities

• Manage and strengthen relationships with key referral partners.
• Generate business through partner networks and strategic alliances.
• Handle qualified leads shared through partner channels.
• Conduct customer meetings and drive policy closures.
• Engage with HNI and affluent customers through consultative selling.
• Deliver a superior customer experience through trust-based advisory.
• Achieve assigned business targets while maintaining compliance standards.
• Build long-term relationships with customers and partners.

Skills

Relationship Management

Life Insurance Sales

HNI Client Handling

Key Account Management

Partner Management

Financial Advisory

Customer Acquisition

Business Development

Consultative Selling

Communication Skills

Education

Graduate

MBA/PGDM preferred

Job description

Job Title

Relationship Manager - Key Accounts (Life Insurance)

Location

Kolkata

Company

Bima Saathi (Powered by Nandak Insurance Brokers Pvt. Ltd.)

Experience Required

3-8 Years

Salary

6,00,000 - 8,00,000 per annum (Based on experience, capability, and role fit)

Job Description

Bima Saathi is looking for a dynamic and relationship-oriented Relationship Manager - Key Accounts to manage strategic referral partners and drive Life Insurance business through relationship-led selling.

The ideal candidate should have strong relationship management skills, experience in Life Insurance sales, and exposure to handling HNI/Affluent customers.

Key Responsibilities

• Manage and strengthen relationships with key referral partners.
• Generate business through partner networks and strategic alliances.
• Handle qualified leads shared through partner channels.
• Conduct customer meetings and drive policy closures.
• Engage with HNI and affluent customers through consultative selling.
• Deliver a superior customer experience through trust-based advisory.
• Achieve assigned business targets while maintaining compliance standards.
• Build long-term relationships with customers and partners.

Desired Candidate Profile

• Experience in Life Insurance Sales is mandatory.
• Exposure to HNI/Affluent customer handling.
• Excellent relationship management and communication skills.
• Strong customer-centric approach.
• Ability to work independently and drive business outcomes.
• High level of professionalism, ownership, and accountability.

Preferred Age Group

• 30-38 Years

Educational Qualification

• Graduate in any discipline.
• MBA/PGDM preferred (not mandatory).

Key Skills

• Relationship Management
• Life Insurance Sales
• HNI Client Handling
• Key Account Management
• Partner Management
• Financial Advisory
• Customer Acquisition
• Business Development
• Consultative Selling
• Communication Skills

Why Join Us?

• Opportunity to work with a fast-growing InsurTech organization.
• High-growth career path.
• Entrepreneurial and performance-driven culture.
• Opportunity to build and manage strategic relationships.
• Competitive compensation and incentive structure.