Senior Relationship Manager (Retention and Cross-sale)

Who Are We

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

.We proudly serve 4,500+ companies, including names like BSNL, Daikin, The Whole Truth, and CleverTap, and are backed by top investors like Waterbridge, Blume, Arali, and Eximius

.
Our mission To safeguard every Indian business by 204

7.Our mindset Bold, fast-moving, and customer-obsesse

d.
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 Ind

ia.
Job Overv

iew:
As a Sr. Relationship Manager, 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 Bangalore 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 n

eeds.
Key Responsibil

• ities:Build and nurture deep, long-term relationships with leadership teams with allocated c
• lientsUnderstand 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 consult
• ation.Own your portfolio: make regular client visits (200+ annually), deliver exceptional service, and drive growth through trust and expe
• rtise.Generate cross-sales business from existing clients by presenting Employee Benefits and Non-Employee Benefits (cross sell) products and recommending policy upgrades or ch
• anges.Collaborate with internal product experts to solve client challenges and unlock new revenue opportun
• ities.Ensure timely renewals, quote negotiations, and invo
• icing.Assist clients with claims processes in collaboration with internal claims specia

lists.
Qualifications: Bachelors in Business, Finance, Insurance or a related

field.
Exp

• erience:6+ years of experience in managing corporate clients prima facie either in an insurance broking firm or direct general insurance
• companyProven experience in commercial insurance with expertise in Employee Benefits (EB) and Non-Employee Benefits (Non-EB) insuran
• ce linesStrong field sales experience and a demonstrated ability in relationship man

agement.
Technical & Sof

• t Skills:Excellent communication, negotiation, and interpersonal a
• bilities.Self-motivated and capable of working independently while effectively managing a client p
• ortfolio.Having experience in handling and meeting 200 B2B clients in-person,
• annuallyConsulted agents/brokers/direct clients across
• all LOB'sTechnical knowledge - MS Office – Word, Excel an
• d OutlookDomain Knowledge p