Relationship Manager (Retention & Cross-Sales)

Role: Relationship Manager (Retention & Cross Sales) - Mumbai, MH

Location

Open Roles

Compensation

Joining

PWho Are We

?
BimaKavach is reimagining how Indian businesses access protection - with technology, speed, and simplicity at the core of everything we

rve 4,000+ compa

ius.Our mission? To safeguard every Indian business by

2047.Our mindset? Bold, fast-moving, and customer-obses

sed.
Join us at BimaKavach and be part of a once-in-a-generation opportunity to reshape how insurance works for millions of businesses. Bring your expertise, curiosity, and ambition - and help build the future of SME insurance in

India.Job Ov

w:As a Relationship

rs 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 insuran

ce needs.Key Respons

• ibilities:
  Build and nurture deep, long-term relationships with leadership teams with alloca
• ted clientsUnderstand each client’s unique risk landscape and offer tailored insurance solutions across EB and no
• n-EB lines.Lead end-to-end account servicing - onboarding, policy renewals, cross-sells, upsells, claims support, and ongoing co
• nsultation.Own your portfolio: make regular client visits (200+ annually), deliver exceptional service, and drive growth through trust and

• expertise.Generate cross-sal

  es 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 opp
• ortunities.Ensure timely renewals, quote negotiations, and
• invoicing.Assist clients with claims processes in collaboration with internal claims s

pecialists.Qual

lated field.

• 
  Experience: 2+ years’ of experience in managing corporate clients prima facie either in an insurance broking firm or direct general ins
• urance companyProven experience in commercial insurance with expertise in Employee Benefits (EB) and Non-Employee Benefits (Non-EB) i
• nsurance linesStrong field sales experience and a demonstrated ability in relationsh

ip management.Technical &am

• p; Soft Skills:
  Excellent communication, negotiation, and interper
• sonal abilities.Self-motivated and capable of working independently while effectively managing a c
• lient portfolio.Having experience in handling and meeting 200 B2B clients in-
• person, annuallyConsulted agents/brokers/direct clients
• across all LOB’sTechnical knowledge - MS Office – Word, E

• xcel and OutlookDomain Know