Relationship Manager
Job Description
About the job
Position
Relationship Manager / Sr. Relationship
Manager Location Noida / Delhi
Reports to Cluster Relationship Manager Category Retail Sales – NBFC
Reporting Tushar Arora Level M7
external entities involved in distributing insurance products. They work to ensure smooth collaboration and
the achievement of mutual business goals.
Partner Relationship Management
Product Knowledge
Business Development
Compliance and Regulatory Adherence
Sales Support Data Analysis
Contract Negotiation
Customer Service
Key Roles & Responsibilities
A Relationship Manager in NBFC for insurance typically plays a crucial role in managing and enhancing the
relationships between an insurance company and its third-party partners, such as brokers, agents, or financial
Institutions. Here’s a Job Description For This Role
Key Requirements – Education & Certificates
Graduate & Post Graduate (In Any Field)
Key Requirements – Experience & Skills
Interpersonal Skills
Negotiation Skills
Product Knowledge
Problem-Solving
Customer Focus
Key Functional Competencies
Functional competency Beginner Intermediate Expert
Convincing skills NA Yes NA
Product/Insurance Knowledge NA Yes NA
Continuous Learning NA Yes NA
Technology Proficiency NA Yes NA
Team Work NA Yes NA
Problem Solving &
Analytical Skills NA Yes NA
Compliance& Regulatory
Knowledge NA Yes NA
Customer Focus NA Yes NA
Comments if Any/ Add. Comp. NA NA NA
Comments if Any/ Additional Functional Competency
Behavioural Competency
Behavioural competency Beginner Intermediate Expert
Strategic Mindset Yes
Execution Excellence Yes
Building High Performing
