Relationship Manager ( Field Sales Executive)

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Position: Relationship Manager - HNI

Job Role:

As a Health HNI Relationship Manager, you will be responsible for managing high-value health insurance portfolios and delivering end-to-end insurance solutions to HNI customers. This role focuses on personalized service, upselling, and cross-selling multiple insurance products while offering comprehensive post-sale support.

The role requires regular field visits to meet HNI customers in person for consultations, relationship building, and

Roles and Responsibilities:

• Actively engage with company-provided HNI leads for Health Insurance.
• Build personal lead pipelines via referrals and self-sourced channels, with complete ownership and entrepreneurial freedom.

Client Engagement Existing HNI Health Customers

• Visit customers who already hold health insurance policies from Policybazaar to
• Upsell higher coverage and top-up plans.
• Cross-sell other insurance products like Term, Motor, Travel, and policies for family and friends.

Comprehensive Product Training & Expertise

• Receive structured and ongoing training in: Health Insurance, Term Plans, Investment-linked Insurance, Motor and Travel Insurance
• This equips you to provide holistic, consultative insurance solutions.

Portfolio & Relationship Management

• Post-sale, act as a dedicated portfolio manager for each client.
• Manage the full lifecycle: onboarding, policy issuance, servicing, renewals, claims assistance, and customer satisfaction.

One-Stop Insurance Solution Provider

• Serve as a single point of contact for all insurance needs.
• Ensure customer convenience and build long-term, trust-based relationships.

ISMS Responsibilities:

• Be aware and comply with the ISMS Policy, procedures and objectives;
• Actively participate in ISMS exercises;
• Request access to information access from their Team Leaders/ Executives;
• Report known and suspected security incidents to the IT Helpdeske.
• Protect secrecy of passwords; and
• Protect information assets used by them against compromise of assets confidentiality, integrity or availability.

Desired Skills:

• Proven experience in insurance sales or working with HNI clients.
• Strong consultative selling, interpersonal, and relationship-building skills.
• Excellent communication and negotiation skills.
• Familiarity with CRM tools and sales pipeline management.
• Self-driven and target-oriented mindset.
• Any graduate or equivalent qualification.

What do we offer?

• Opportunity to earn good incentives
• Endless growth opportunity
• GMC Group Medical Coverage
• Group Personal Accident Insurance
• Gratuity
• Wellness Programs
• Give back to society through CSR
• Continuous talent enhancement program
• Childcare facility
• Tax Saving flexi benefits

We Are an Equal Opportunity Employer