Corporate Relationship Manager

Location: Chennai

Experience: 5+Years

About Disha Capital Insurance Broker

Company's website- www.dishainsurance.com

We are an IRDAI-licensed Direct Insurance Broker with over 30 years of experience in providing comprehensive insurance and risk management solutions to businesses across India. Our expertise includes Property Insurance, Marine Insurance, Employee Benefits, and Liability Insurance.

At Disha Capital, we work closely with organizations to analyze their risk exposure and provide customized insurance solutions that ensure adequate coverage and cost efficiency.

Job Overview:

We are seeking a highly motivated and experienced Corporate Relationship Manager - Insurance Brokers for our Insurance Brokerage team. The ideal candidate will be responsible for driving the growth of our client portfolio, securing new business, and developing long-term relationships with corporate clients. This role requires a strong B2B sales background, experience in managing C-suite decision-makers, and a deep understanding of the insurance brokerage industry.

Key Responsibilities:

1. Client Acquisition & Business Development:

· Identify and acquire new clients within the corporate sector (focus on B2B sales).

· Develop and implement a strategic sales plan to target potential business clients and expand the company’s client base.

· Source new business opportunities through a variety of channels, including cold calling, networking, referrals, industry events, and digital marketing.

· Create and execute effective lead generation strategies to generate interest and qualify new prospects.

2. Client Relationship Management:

· Build and maintain strong,



long-term relationships with key decision-makers at the C-suite level (CEOs, CFOs, and other senior executives) to gain new business and retain existing accounts.

· Work closely with clients to understand their needs and propose appropriate insurance solutions.

· Provide on-going customer support and ensure high levels of customer satisfaction.

3. Collaboration with Internal Teams:

· Collaborate with the Underwriting Team to ensure accurate and timely quotations and policies.

· Work alongside the Claims Team to provide clients with timely updates on their claims and ensure seamless processing.

· Liaise with internal departments to ensure all client needs are met and their expectations are exceeded.

4. Cold Calling & Lead Generation:

· Proactively reach out to new potential clients through cold calls and direct outreach.

· Develop current business leads through a variety of sources, including online platforms, databases, and professional networks.

5. RFQ / QCR Management:

· Request, manage, and process RFQs (Request for Quotations) and QCRs (Quotation Comparison Reports) for prospective clients.

· Analyse client requirements and customize insurance solutions accordingly.

6. B2B Sales Strategy:





· Develop and execute targeted B2B sales strategies to meet corporate sales targets.

· Drive revenue growth by successfully selling insurance products to large businesses and organizations.

7. Market Intelligence & Reporting:

· Stay informed of market trends, industry developments, and competitor activity to identify new business opportunities.

· Regularly report on sales performance, market activity, and feedback from clients to senior management.

Required Skills and Qualifications:

· Sales & Business Development:

o Strong cold calling and lead generation skills.

o Solid understanding of the B2B sales cycle, from lead generation to closing and post-sales support.

o Excellent communication and negotiation skills, with a proven ability to build relationships at all levels.

· Industry Knowledge:

o A solid understanding of the general insurance industry and the ability to sell a range of insurance products to corporate clients.

o Knowledge of the insurance brokerage process, underwriting, claims management, and risk management principles.

· Technical Skills:

o Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)..

· Education:

o A bachelor’s degree in Business Administration, Sales & Marketing, Insurance, or a related field is preferred.

Key Attributes:

· Strong entrepreneurial spirit with a drive to exceed sales targets.

· Excellent relationship-building skills with a client-first mentality.

· Excellent time management skills with the ability to handle multiple tasks simultaneously.

· Strong analytical skills to understand client needs and match them with the best insurance products.

📌 Corporate Relationship Manager (Chennai)
🏢 Disha Capitalz
📍 Chennai