Position Title: Relationship Manager Financial & Investment Products

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.
- Robust analytical skills to evaluate market trends and client risk profiles.

(Salary is not the constraint for the deserving candidate) you can submit your application directly to [email protected] or call on (phone hidden).

📌 Relationship Manager (New Delhi)
🏢 RR Investors Capital Services
📍 New Delhi