Senior Relationship Manager

2 weeks ago

Quezon City, Philippines Right Match HR Services Full time

Senior Relationship Manager - Business Development - Insurance Broking Firm (5-15 yrs) The job details are as follows: Company: Leading Insurance Broking CompanyRole: Sr. Relationship ManagerLocation: Mumbai and Delhi. Job Overview: We are seeking a Senior Relationship Manager to oversee and expand our commercial insurance portfolio, focusing on both Employee Benefits (EB) and Non-Employee Benefits (Non-EB) products. This role is field-based, requiring regular client visits to understand their insurance needs and provide customized solutions to foster long-term relationships and business growth. Key Responsibilities: Client Relationship Management: Establish and nurture strong, lasting relationships with B2B clients through regular in-person meetings and field visits. Risk Management Consultation: Assess clients' business needs and deliver tailored risk management strategies using EB, Liability, and Asset Insurance solutions. Collaboration with SMEs: Work closely with internal Subject Matter Experts to facilitate cross-selling, upselling, reselling, or policy rollover opportunities. On-Site Engagement: Perform on-site assessments, provide consultations, and conduct insurance feedback reviews to improve service quality. Business Growth: Promote client retention and drive new business by presenting EB and Non-EB products, as well as suggesting policy upgrades or changes. Renewals and Claims Support: Oversee policy renewals and assist clients with claims, collaborating with internal claims specialists for efficient processing. Industry Awareness: Stay up-to-date with industry trends, competitor offerings, and regulatory changes to offer competitive solutions to clients. Team Collaboration: Coordinate with internal teams to ensure smooth policy administration and high-quality service delivery. Cross-Selling Opportunities: Identify and leverage opportunities to cross-sell both EB and Non-EB insurance products. Qualifications: Education: Bachelor's degree in Business, Finance, or related field (preferred). Experience: Minimum 5 years of experience in commercial insurance, with expertise in both EB and Non-EB insurance lines. Proven field sales experience with a strong track record in relationship management. Demonstrated experience in consulting with agents, brokers, and direct clients across all lines of business. Skills: Excellent communication, negotiation, and interpersonal skills. Strong problem-solving and analytical capabilities for evaluating client needs and recommending solutions. Self-motivated with the ability to manage a client portfolio independently. Experience managing a large client base (approximately 200 B2B clients annually). Note: This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion. #J-18808-Ljbffr

  • Customer Relationship Management Manager

    4 weeks ago

    Quezon City, Philippines SVEN - The Digital 1st Agency Full time

    Customer Relationship Management Manager Join to apply for the Customer Relationship Management Manager role at SVEN - The Digital 1st Agency The Campaign Manager will lead the daily operations of the assigned CRM program. This role is responsible for planning, executing, and optimizing customer relationship management campaigns that drive engagement,...

  • Wealth Relationship Manager-Quezon Avenue

    4 weeks ago

    Quezon City, Philippines Maybank Full time

    Wealth Relationship Manager-Quezon Avenue Maybank Quezon City, National Capital Region, Philippines Responsibilities Manage & grow the Bank’s affluent & HNW customer segment in terms of Investable Assets (IA), fee income and customers numbers, in line with CFS aspirations and segment’s client value proposition (CVP). Accountable for the implementation of...

  • Relationship Manager

    3 weeks ago

    Quezon City, Philippines RCBC Full time

    Relationship Manager – Business Banking RCBC Quezon City, National Capital Region, Philippines Job Summary Generate new commercial loans for the Bank, develop existing loan portfolio, cross‑sell bank products/services and provide professional account management to meet portfolio growth and profitability objectives while preserving asset quality....

  • Customer Relationship Management Specialist

    2 weeks ago

    Quezon City, Philippines SVEN - The Digital 1st Agency Full time

    Customer Relationship Management Specialist The CRM Specialist will lead the daily operations of the assigned CRM program. This role is responsible for planning, executing, and optimizing customer relationship management campaigns that drive engagement, retention, and long-term loyalty. RESPONSIBILITIES Manage the end-to-end execution of CRM campaigns...

  • Regional Support Relationship Manager

    1 week ago

    Quezon City, National Capital Region, Philippines Private Advertiser Full time ₱1,200,000 - ₱3,600,000 per year

    The Regional Support Operations Manager (RSOM) serves as the primary liaison between company and its customers, ensuring seamless service delivery, operational transparency, and proactive issue resolution. This role is responsible for building and maintaining strong customer relationships, addressing service concerns, and driving operational improvements to...

  • Customer Relationship Management Manager

    2 weeks ago

    Quezon City, National Capital Region, Philippines GOLDEN ABC, Inc. Full time ₱1,200,000 - ₱2,500,000 per year

    JOB PURPOSEResponsible for maintaining an excellent customer engagement through the most effective systems. The CRM Manager will constantly identify opportunities to grow the customer base and build positive relationship with new clients. This role required strategic and analytical skills when finding solutions to problems to ensure customer's...

  • Relationship Manager

    1 week ago

    Makati City, National Capital Region, Philippines Security Bank Corporation Full time ₱1,200,000 - ₱2,400,000 per year

    The About RoleAs a Relationship Manager / Sales Officer for SBM Leasing, you will be responsible for all sales and marketing activities from lead generation/handover from the distributor to close within the target market. You will develop and implement with the Sales Team Head/Sales Head marketing plan and shall work with the Sales Team to deliver customer...

  • Service Relationship Manager

    2 weeks ago

    Quezon City, Philippines Security Bank Corporation Full time

    Service Relationship Manager (Quezon City) The Role As a Service Relationship Manager, you are responsible for all the service needs of high net‑worth clients and assist the assigned Wealth Managers in customer engagement. You may also serve as a backup contact point where the wealth manager is unavailable. How you’ll contribute Supports assigned Wealth...

  • Relationship Manager

    2 weeks ago

    Makati City, National Capital Region, Philippines John Clements Consultants, Inc. Full time ₱1,500,000 - ₱2,500,000 per year

    About the RoleWe are looking for an experienced Relationship Manager to acquire, manage, and grow client investment portfolios. You will provide tailored financial solutions, drive business growth, and build long-term client relationships through proactive engagement and market insights.Key ResponsibilitiesBuild and manage high-value client relationships to...

  • Relationship Associate

    3 weeks ago

    Cebu City, Philippines RCBC Full time

    Relationship Associate - Wealth Management Apply for the Relationship Associate - Wealth Management role at RCBC Location: Cebu, Central Visayas, Philippines Seniority level: Mid‑Senior level Employment type: Full‑time Job function: Sales, Marketing, and Finance Industry: Banking Referrals increase your chances of interviewing at RCBC by 2x...