Job Title: Relationship Manager - Affinity Business

Job Overview

A Relationship Executive is responsible for managing client accounts, understanding customer needs, and offering suitable products or services. The role focuses on maintaining long-term relationships, increasing customer retention, and identifying recent business opportunities.

Key Responsibilities

 New Client Acquisition:

Responsible for prospecting, evaluating, and funnelling potential clients, followed by on boarding new business opportunities across sectors including Banks,Associations,Fintechs

Cards, Small NBFC, Start up, Automotive, D2C, B2B, and B2B2C. This involves identifying high-potential leads, assessing business fit, nurturing prospects through the sales pipeline,

and ensuring smooth on boarding and relationship initiation.

 Client Servicing:

Support business growth by researching emerging sectors (Associations, Banks, Ecomm-

Platforms, Travel, Automotive, and Retail) and delivering innovative, cost-effective solutions and product recommendations to meet client requirements.

 Risk Consulting:

Analyse potential risk gaps within client business models, identifying areas of vulnerability and uncovering new opportunities. Provided comprehensive, consumer-centric solutions to mitigate risks and enhance business performance.

 Portfolio Marketing & Management:

Lead marketing initiatives by designing and executing content for OFTSs, communication tools such as chatbots, digital campaigns,



and outreach mailers to enhance program visibility and reach.

 Understand customer needs and recommend appropriate products/services

 Act as the main point of contact for client queries and concerns

 Resolve customer issues promptly and effectively

 Identify opportunities for upselling and cross-selling

 Acquire new clients through networking, referrals, and outreach-

 Meet sales targets and performance goals

 Maintain accurate client records and documentation

 Coordinate with internal teams to ensure smooth service delivery

Required Skills & Qualifications:

 Bachelor’s & Master degree in Business, Marketing, Finance, or related field

 Strong communication and interpersonal skills

 Sales and negotiation abilities

 Customer-focused mindset

 Problem-solving skills

 Basic knowledge of CRM tools and MS Office

 Ability to work under pressure and meet targets

Preferred Experience

 1–5years of experience in sales, banking, insurance, or customer relationship roles

 Experience in handling client portfolios or accounts

Key Competencies

 Relationship building

 Time management

 Persuasion and influencing skills

 Adaptability

 Attention to detail

 Digital Business

Work Environment

 Office-based with occasional client visits

 May involve fieldwork depending on industry (banking, Associations, Infra Cos

- estate, etc.)

📌 Relationship Manager - Nashik - Affinity (Mumbai)
🏢 Navnit Insurance Broking
📍 Mumbai