RM Team Leader / BU Leader Job Posting

- Lead the Client Relationship Management (CRM) team and drive overall client relationship, service delivery and business performance.

- Own renewal and new business revenue targets, with focus on retention, organic growth, cross-sell and business development.

- Manage, mentor and develop a team of Client Relationship Managers (CRMs).

- Drive client engagement across Group Medical, Group Accident, Group Life, Travel/Expatriate and Wellbeing benefits.

- Lead RFPs, market negotiations, benchmarking, claims reviews and advantages consulting to ensure competitive solutions and successful closures.

- Monitor business pipeline, revenue forecasting, income booking and collections and ensure accurate reporting.

- Build and maintain strong relationships with HR, CXO-level client stakeholders and insurers.

- Ensure effective coordination with internal Client Services, Sales, Legal, Compliance and other business teams.





- Drive cross-selling and collaboration across business lines to generate new opportunities.

- Ensure compliance with brokerage, legal, regulatory and documentation requirements.

Key Requirements

- Strong experience in Employee Benefits / Insurance Broking / Benefits Consulting.

- Proven experience in team management, client relationship management, renewals and new business.

- Strong understanding of the Indian Employee Perks insurance market.

- Excellent communication, presentation and negotiation skills.

- Strong proficiency in MS Excel and PowerPoint.

- Ability to engage with clients and insurers at operational and CXO levels.

- IRDAI / Broker Qualified License is mandatory; relevant insurance qualification is an advantage.

- Broking experience is a must have of atleast 5 years

📌 Business Head CRM (Bengaluru)
🏢 HeadSpace HR
📍 Bengaluru