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.