Job Summary

The Business Relationship Manager (BRM) – Elite Direct is responsible for leading and managing a team of Relationship Managers to drive high-value life insurance sales through the Elite Direct channel. The role focuses on team productivity, premium growth, customer acquisition, and relationship management, targeting affluent and high-net-worth customers while ensuring compliance and service excellence.

Key Responsibilities

Team Management & Leadership

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Lead, coach, and manage a team of Relationship Managers in the Elite Direct channel

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Set targets, monitor performance, and drive team productivity

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Conduct regular reviews, training, and field coaching sessions

Business Development & Sales

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Drive premium growth through direct sourcing of high-value customers

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Support the team in closing large-ticket life insurance cases

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Develop and execute strategies to acquire affluent/HNI customers

Customer Relationship Management

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Build and manage robust relationships with key customers

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Ensure high-quality customer engagement, service, and retention

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Address escalations and ensure timely resolution of customer issues

Process, MIS & Compliance

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Ensure adherence to IRDAI guidelines and company policies

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Maintain accurate MIS, sales reports, and performance dashboards

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Monitor persistency, renewals, and business quality metrics

Collaboration & Strategy

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Coordinate with internal teams for underwriting, operations, and service support

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Provide market insights and feedback to senior management

Desired Skills & Competencies

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Strong team handling and leadership capabilities

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Excellent sales, negotiation, and relationship management skills

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Experience handling high-ticket / affluent customer segments

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Result-oriented mindset with strong analytical skills

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Good communication and presentation abilities

Eligibility Criteria

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Graduate in any discipline (MBA preferred)

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Minimum 5–8 years of experience in Life Insurance – Direct Sal

📌 BRM Direct (Pune)
🏢 Skywings Advisors
📍 Pune