, you'll own and grow relationships with our B2B clients - from onboarding to retention to renewals and cross-selling Employee Benefits (EB) and Non-EB lines. insurance products for our Mumbai location. Think of yourself as the strategic advisor and trusted partner helping Indian businesses protect what matters most.

This is a high-impact, field-driven role - perfect for someone who thrives on physical client interaction, problem-solving, and bringing structured solutions to complex insurance needs.

Key Responsibilities:

Build and nurture deep, long-term relationships with leadership teams with allocated clients
Understand each client s unique risk landscape and offer tailored insurance solutions across EB and non-EB lines.
Lead end-to-end account servicing - onboarding, policy renewals, cross-sells, upsells, claims support, and ongoing consultation.
Own your portfolio: make regular client visits (200+ annually), deliver exceptional service, and drive growth through trust and expertise.
Generate cross-sales business
from existing clients by presenting Employee Benefits and Non-Employee Benefits (cross sell) products and recommending policy upgrades or changes.
Collaborate with internal product experts to solve client challenges and unlock new revenue opportunities.
Ensure timely renewals, quote negotiations, and invoicing.
Assist clients with claims processes in collaboration with internal claims specialists.

Qualifications:

Bachelors in Business, Finance, Insurance or a related field.

Experience:

2+ years
of experience in managing corporate clients prima facie either in an insurance broking firm or direct general insurance company
Proven experience in commercial insurance with expertise in Employee Benefits (EB) and Non-Employee Benefits (Non-EB) insurance lines
Strong field sales experience and a demonstrated ability in relationship management.

Technical & Soft Skills:

Excellent communication, negotiation, and interpersonal abilities.
Self-motivated and capable of working independently while effectively managing a client portfolio.
Having experience in handling and meeting 200 B2B clients in-person, annually
Consulted agents/brokers/direct clients across all LOB s
Technical knowledge - MS Office Word, Excel and Outlook
Domain Knowledge preferred.

More Jobs at Bima Kavach

AVP HR

bengaluru

8.0 - 12.0 yrs

INR 30 - 35 Lacs

Relationship Manager

mumbai

2.0 - 4.0 yrs

INR 3 - 7 Lacs

Relationship Manager

bengaluru

2.0 - 4.0 yrs

INR 3 - 7 Lacs

Jr. Data Analyst

bengaluru

1.0 - 3.0 yrs

INR 3 - 5 Lacs

Communications Designer

bengaluru

2.0 - 4.0 yrs

INR 5 - 9 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

Bima Kavach

Login to

Please Verify Your Phone or Email

Confirm Action

Search

Profile

Upskill and Grow with AI

Relationship Manager