Relationship Manager

Policybazaar; Bhadrak, Puri, Bhubaneshwar; On-site; INR 180,000 - 300,000; Full time

Benefits offered by this job

Travel Allowances

Medical Insurance

Unlimited incentives

Attractive Salary Package

Job summary

Policybazaar in Bhubaneswar, Odisha, seeks a Relationship Manager (Field Sales Executive) to drive insurance solutions across the territory. You will meet sales targets, engage customers, and manage relationships in a structured selling model.

Must own a bike with valid license and be fluent in the regional language. The role offers an attractive salary package with unlimited incentives, travel allowances, medical insurance, and growth opportunities.

Qualifications

• Own a bike with a valid driving license.
• Proficient in the regional language.
• Minimum 1 year of field sales experience.
• Strong communication and networking skills.

Responsibilities

• Achieve sales targets based on ANP and case count.
• Generate new leads via the local market, referrals, and the orphan base.
• Conduct regular client meetings to assess needs and offer suitable insurance solutions.
• Need-based selling and upselling/cross-selling to maximise revenue.
• Provide post-sales service and ensure timely policy issuance.
• Maintain strong relationships with clients and coordinate with supervisors to plan strategies.
• Design and evaluate sales forecasting and manage customer databases.

Skills

Bike ownership

Driving license

Regional language

Field sales

Communication

Networking

Job description

Job Title: Relationship Manager (Field Sales Executive)
Company: Policybazaar
Location- Bhubaneswar, Puri , Bhadrak
Industry: Insurance

Eligibility Criteria:

• Must own a Bike and have a valid Driving License
• Proficient in the regional language
• Minimum 1 year of experience in field sales
• Strong communication and networking skills

Roles and Responsibilities:

• Achieve Sales Targets: Meet business goals based on Annualized Premium (ANP) and case count.
• Customer Acquisition: Generate new leads via natural market, referrals, and the orphan base.
• Client Meetings: Conduct regular meetings to understand client needs and offer suitable insurance solutions.
• Need-Based Selling: Ensure appropriate solutions through a structured selling model.
• Upselling & Cross-Selling: Maximize revenue through existing customer base.
• Post-Sales Service: Resolve queries and ensure timely policy issuance.
• Customer Engagement: Maintain regular touchpoints and strong relationships with clients
• Collaboration: Coordinate with supervisors to plan and execute business strategies.
• Sales Forecasting: Design and evaluate innovative sales strategies.
• Database Management: Maintain and grow your customer database in your designated territory.
• ISMS Compliance: Follow security protocols to safeguard customer and company data.

Peaks & Benefits:

• Unlimited incentives
• Travel Allowances
• Medical I Insurance
• Attractive Salary Package