Corporate Relations Manager

CORPORATE RELATION SHIP MANAGER ( INSURANCE BROKERS INDUSTRY)

Company Overview :

Disha Capital Group (Disha Investment Centre Pvt. Ltd), an investment advisory and wealth management firm, has been guiding financial journeys since 1988. Licensed by IRDAI as a Direct Broker for life and general Insurance, Disha Capital offers a comprehensive range of financial services .

With a mission to perpetuate its legacy of excellence into the future, Disha Capital provides professional guidance in insurance portfolio management, and customized financial planning.

Founded by Shri R.M. Sharma, the company has a rich legacy of engaging in resource mobilization and distribution of financial products.

Role Description

This is a full-time, on-site role for a Corporate Relations Manager located in Mumbai.

The Corporate Relations Manager will develop and maintain business relationships with corporate clients, ensuring their financial needs are met.

Day-to-day tasks include managing client portfolios, conducting regular client meetings, negotiating sales terms, and providing financial advice.

The role also involves coordinating with internal teams for efficient service delivery and identifying new business opportunities.

Qualifications

Corporate Relations and Business Relationship Management skills

Strong Communication skills both verbal and written

Insurance brokers back ground background and proficiency in sales

Excellent interpersonal and negotiation skills

Ability to work independently and as part of a team

Bachelor's degree in Finance, Business Administration, or related field

Experience in insurance brokers Industry is plus industry is a plus

Experience:

·       2 to 3 years of relevant experience in the General Insurance ( Insurance Broking industry )

·       Proven track record in Direct sales, and client relationship management

·       Prior experience in handling corporate insurance clients or regional sales teams

·       Strong exposure to commercial insurance lines like Property, Marine, and Group Health

Certifications (If required):

Any certifications in General or Commercial Insurance

IRDAI Certification – Option

Additional Information:

·      Working Hours: 9:30 AM to 6:30 PM, Monday to Saturday

(2nd Saturday week off)

·     Work Mode: This is a Work from Office role, remote work is not available

Travel Requirement: Yes – mandatory for client and business meetings

If interested kindly send your resume on hrbby@dishainsurance.com