Job Description

About the job



Relationship Manager / Sr. Relationship

Manager Location Noida / Delhi

Reports to Cluster Relationship Manager Category Retail Sales – NBFC

Reporting Tushar Arora Level M7

Primary Role Description

The Relationship Manager in NBFC is responsible for developing and maintaining strong partnerships with

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


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

Entrepreneurship Yes

Execution Excellence Yes

Building High Performing