Key Relationship Manager - Broking and Corporate Agency

Position Overview

Position Title:

Key Relationship Manager - Broking (Corporate Agency)

Department:

Broca Retail Accounts

Level / Band:

Manager – 402

Role Summary

• Proven track record in sales and account management.
• Strong interpersonal and communication skills.
• Responsible for managing and developing wealth partnerships to generate life insurance (LI) business.
• Maintain long-term relationships with partners to drive consistent growth.
• Develop and execute sales and account management strategies.
• Analyze industry trends and recommend strategic growth initiatives.
• Collaborate with internal teams to ensure smooth execution of business plans and tactical initiatives.

Organizational Relationships

• Reports To: Vice President
• Supervises: Individual Contributor Role

Job Dimensions

• Geographic Area Covered: PAN India
• Internal Stakeholders: Sales Distribution Teams, Marketing, Accounts, Product, CPC, Operations
• External Stakeholders: Wealth Partnerships

Key Result Areas (KRAs)

1. Sales

• Achieve sales targets as per business plan.
• Ensure policy persistency in line with company benchmarks.

2. Relationship Management

• Maintain zero escalation policy through strong partner engagement.
• Ensure top-of-mind recall and business commitment from partners.

3. Compliance

• 100% adherence to internal processes, guidelines, and compliance standards.

4. MIS & Market Intelligence

• Provide timely market insights including wallet share data of partnerships.
• Offer feedback for product and business strategy alignment.

Skills Required

Technical Skills

• Proficient in MS Excel and PowerPoint.
• Ability to analyze and present data effectively.

Behavioral Skills

• Strong interpersonal and relationship-building abilities.
• Effective communication and influencing skills.
• Creative thinking and problem-solving mindset.
• Leadership and teamwork orientation.
• Strategic decision-making capabilities.

Incumbent Characteristics

Qualification

• Essential: Graduate
• Desired: MBA

Experience

• Essential: 7–9 years in partnership management
• Desired: 7–10 years in partnership management / sales roles

Age

• Essential: 25–30 years
• Desired: 25–35 years