Relationship Manager

Policybazaar; Medinipur, Darjeeling; On-site; INR 250,000 - 500,000; Full time

Benefits offered by this job

Unlimited incentives

Travel Allowances

Medical I Insurance

Job summary

Policybazaar in India seeks a Relationship Manager (Field Sales Executive) to drive insurance solutions in Cooch Behar and surrounding areas.

You will meet targets, acquire customers, conduct regular client meetings, and upsell through need-based selling while providing post-sales service and maintaining strong client relationships. A valid DL and bike ownership are required, with incentives and an attractive package.

Qualifications

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

Responsibilities

• Achieve Sales Targets based on ANP and case count.
• Customer Acquisition through natural market, referrals, and orphan base.
• Client Meetings to understand needs and offer insurance solutions.
• Need-Based Selling to provide appropriate solutions.
• Upselling & Cross-Selling to maximize revenue.
• Post-Sales Service to resolve queries and issue policies timely.
• Customer Engagement with regular touchpoints and relationships.
• Collaboration with supervisors to plan and execute strategies.
• Sales Forecasting and innovative sales strategies.
• Database Management in designated territory.
• ISMS Compliance to safeguard data.

Skills

Field sales experience

Bike ownership

Communication skills

Networking

Job description

Job Title: Relationship Manager (Field Sales Executive)

Company: Policybazaar

Location- Cooch Behar , Darjeeling

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