Relationship Manager
Ideal Insurance Brokers Pvt. Ltd.
5 - 10 years
Bengaluru
Posted: 18/03/2026
Getting a referral is 5x more effective than applying directly
Job Description
Ideal Insurance Brokers Pvt. Ltd., licensed by the Insurance Regulatory and Development Authority of India (IRDA), is a leading player in insurance broking. The company specializes in Insurance Portfolio Management and offers a range of Life and General Insurance products from all insurance companies in India. Managed by a team of experienced professionals, Ideal Insurance provides comprehensive risk management solutions for assets and liabilities. Known for its expertise and customer-centric approach, the company continues to grow as a trusted partner in the insurance industry.
Role Description
This is a full-time, on-site role located in Bengaluru for a Relationship Manager. The Relationship Manager will manage client portfolios, coldcalls,generate business, build long-term relationships, offer tailored insurance solutions, and ensure client satisfaction. Key responsibilities include acquiring new clients, retaining existing clients, analyzing their insurance needs, and collaborating with insurance providers to deliver the best solutions. Additionally, the role involves addressing client inquiries, resolving issues promptly, and documenting all client interactions.
Qualifications
- Client Relationship Management and Customer Service skills
- Cold calls
- Generating Leads
- Communication and Interpersonal skills
- Problem-Solving and Negotiation skills
- Knowledge of insurance products and Risk Management strategies
- Ability to analyze client requirements and provide customized solutions
- Strong organizational and time management skills
- Proficiency in MS Office and CRM software
- Bachelor's degree in Business Administration, Insurance, or a related field
- Prior experience in the insurance industry is an advantage
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