
Job Description
We are looking for a driven and client-focused professional to manage and grow a portfolio of SME clients. The role involves understanding client insurance needs, building strong long-term relationships, ensuring smooth service delivery, and driving sales through new business development and cross-selling of relevant insurance and financial products. The candidate will work closely with internal teams to provide excellent customer support and improve client satisfaction and retention.
Key Responsibilities
Manage a portfolio of SME clients and their insurance requirements
Build and maintain strong client relationships
Identify new business opportunities in the SME segment
Achieve sales and revenue targets
Cross-sell insurance and related financial products
Provide prompt support and resolve client queries
Coordinate with internal teams for smooth service delivery
Ensure client retention and satisfaction
Key Skills
SME Client Relationship Management
Insurance Sales
Business Development
Client Retention
Cross Selling
Customer Service
Negotiation Skills
Communication Skills
Portfolio Management
Lead Generation
Sales Target Achievement
Insurance Product Knowledge
Qualifications
Bachelor’s Degree
Experience in insurance sales / SME relationship management preferred

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partners
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• Excellent verbal and written communication skills (English mandatory)
• Strong working knowledge of Outlook, email communication, and
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• Confident, professional, and presentable
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• Work Location: Head Office – Andheri
Female candidates onyl
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- Ability to handle a variety of position types/business groups/geographies effectively and independently
- Ability to lead large teams and work directly with the teams on their day-to-day conversions
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