Relationship Manager - SME & Insurance Inclusion

The Relationship Manager – SME & Insurance Inclusion will lead the development and management of broker partnerships and IRDA‑registered agent recruitment, with a strong focus on small and medium enterprises. You will coordinate non‑motor insurance proposal processing, ensure compliance, and support the growth of inclusive insurance solutions across the SME segment.

• Cultivate and maintain relationships with insurance brokers serving SME clients.
• Recruit, onboard, and mentor IRDA‑registered agents aligned with SME insurance goals.
• Manage end‑to‑end handling of non‑motor insurance proposals, from quotation to issuance.
• Collaborate with underwriting and product teams to tailor offerings for SME needs.
• Monitor broker and agent performance metrics and implement improvement plans.
• Ensure compliance with IRDA regulations and internal policy standards.
• Conduct market research to identify emerging SME insurance opportunities.
• Prepare regular reports on broker/agent activity, proposal pipelines, and sales outcomes.
• Facilitate training sessions and workshops for brokers and agents on product knowledge.
• Support cross‑functional initiatives to enhance insurance inclusion for SMEs.

• Minimum 2 years of experience managing broker relationships and IRDA agent recruitment, preferably in SME‑centric environments.
• Hands‑on experience with non‑motor insurance proposal processing.
• Strong understanding of IRDA regulations and compliance requirements.
• Excellent communication and negotiation skills with external partners.
• Proven ability to build and sustain long‑term business relationships.
• Analytical mindset with proficiency in data‑driven performance tracking.
• Bachelor's degree in Business, Finance, Insurance, or related field.
• Ability to work independently and as part of a cross‑functional team.
• Proficiency in CRM and insurance management software.
• Customer‑focused attitude with a passion for financial inclusion.