27 Sep
|
BimaKavach
|
Bengaluru
27 Sep
BimaKavach
Bengaluru
Who Are We? BimaKavach is reimagining how Indian businesses access protection — with technology, speed, and simplicity at the core of everything we do.
We proudly serve 6,000+ companies , including names like LG, The Whole Truth, Godrej Koerber, CleverTap, Wrogn, and SuperYou , and are backed by top investors like Waterbridge, Blume, Arali, and Eximius. Our mission? To safeguard every Indian business by 2047.
Our mindset? Bold, fast-moving, and customer-obsessed.
Join us at BimaKavach and be part of a once-in-a-generation chance to reshape how insurance works for millions of businesses. Bring your expertise, curiosity, and ambition — and help build the future of SME insurance in India.
Job Overview We are looking for a Relationship Manager to manage and grow our commercial insurance portfolio, focusing on both EB and Non-EB products. This field-based role involves regular client visits to understand their insurance needs and provide tailored solutions, ensuring long-term relationships and business growth.
Key Responsibilities
- Build and maintain strong, long-term relationships with B2B clients through regular field visits and in-person meetings. You will be responsible for the new business generation.
- Focus on servicing existing client relationships and as well as identify and nurture new clients.
- Drive client retention and generate new business by presenting Employee Benefits and Non-Employee Benefits (cross sell) products and recommending policy upgrades or changes.
- Identify clients' business needs and provide tailored risk management strategies using Employee Benefits (EB), Liability, or Asset Insurance solutions.
- Align clients with internal Subject Matter Experts to facilitate cross-sales, upsell, resell, or rollover opportunities.
- Conduct on-site assessments, client consultations, and insurance feedback reviews to enhance service quality.
- Manage policy renewals and assist clients with claims processes in collaboration with internal claims specialists.
- Identify and capitalize on opportunities to cross-sell EB and Non-EB insurance products.
- Offering technical support function to the Direct Sales Team & Servicing Teams.
- Responsible for providing leadership, support and guidance to the team.
- Conduct training for colleagues, mentor & coach team members to support their growth within the firm.
- Booking and Invoicing of Business on Time
- Conduct Webinars for prospects and clients on key issues facing the industry or launching of new products.
- Demonstrate and drive Best Practices in Benefits Design, Risk Consulting & Analysis.
Qualifications Education: MBA in Business, Finance, Insurance or a related field (preferred).
Experience
- 6+ years’ of experience in managing employee health & benefits lines for corporate clients Prima facie, prior experience should be relevant only when candidate has managed client (insured) facing role.
- Proven experience in commercial insurance with expertise in Employee Benefits (EB) and Non-Employee Benefits (Non-EB) insurance lines
- Strong field sales experience and a demonstrated ability in relationship management.
Technical & Soft Skills
- Excellent communication, negotiation, and interpersonal abilities.
- Self-motivated and capable of working independently while effectively managing a client portfolio.
- Having experience in handling and meeting ~200 B2B clients in-person, annually
- Consulted agents/brokers/direct clients across all LOB’s
- Technical knowledge - MS Office – Word, Excel and Outlook
📌 Sr. Relationship Manager (Retention & Cross-Sales) (Bengaluru)
🏢 BimaKavach
📍 Bengaluru