Senior Relationship Manager (Retention & Cross-Sales)

Role: Senior Relationship Manager (Retention & Cross Sales) - Delhi

Location:

Open Roles:

Compensation:

Joining:

Who Are We?

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

3,000+ companies

Our mission? To safeguard every Indian business by 2047.

Our mindset? Bold, fast-moving, and customer-obsessed.

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 Overview:

Senior Relationship Manager

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:

Experience:

• 4+ 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.