Relationship Manager

Policybazaar; Dharashiv; On-site; INR 350,000 - 500,000; Full time

Job summary

Policybazaar is seeking motivated candidates to join their team in Dharashiv, Maharashtra. The role involves building strong client relationships and delivering tailored insurance solutions while consistently exceeding sales targets.

The ideal candidate will have at least 1 year of experience in the insurance industry and possess strong communication, negotiation, and customer service skills. Familiarity with CRM systems and a goal-oriented mindset are key to success in this role.

Qualifications

• Minimum 1 year of proven experience in the insurance industry, preferably with experience in Insurance companies or DSAs.
• Demonstrated track record of over-achieving sales quotas and targets.
• Strong communication and interpersonal skills.
• Excellent negotiation and persuasion abilities.
• Ability to work independently and manage multiple tasks efficiently.

Responsibilities

• Build and maintain strong relationships with clients for insurance-related queries.
• Meet and exceed sales targets and quotas consistently.
• Stay updated on the latest insurance products and market trends.
• Prepare regular reports on sales performance, client feedback, and market trends.

Skills

Insurance experience

Sales achievement

Communication skills

Negotiation skills

Customer service orientation

Education

Any graduate or equivalent qualification

Tools

CRM systems

MS Office suite

Job description

Key Responsibilities

• Build and maintain strong relationships with clients, acting as the primary point of contact for all insurance-related queries and needs.
• Develop a deep understanding of client requirements and provide tailored insurance solutions.
• Meet and exceed sales targets and quotas on a consistent basis.
• Stay updated on the latest insurance products and market trends.
• Develop strategies for customer retention, focusing on long-term relationships and repeat business.
• Maintain accurate records of all client interactions and sales activities in CRM systems.
• Prepare regular reports on sales performance, client feedback, and market trends.

Required Skills & Qualifications

• Minimum 1 year of proven experience in the insurance industry, preferably with experience in Insurance companies or DSAs.
• Demonstrated track record of over-achieving sales quotas and targets.
• Any graduate or equivalent qualification.
• Strong communication and interpersonal skills.
• Excellent negotiation and persuasion abilities.
• Ability to work independently and manage multiple tasks efficiently.
• Strong customer service orientation with the ability to build lasting relationships.
• Familiarity with CRM systems and MS Office suite.
• Self-motivated, goal-oriented, and driven to succeed.
• A problem-solving mindset with the ability to think critically and act quickly.