Relationship Manager

Policybazaar; Gandhinagar; Hybrid; INR 400,000 - 600,000; Full time

Job summary

PolicyBazaar in Gandhi Nagar, Gujarat is seeking a dynamic Relationship Manager to drive sales, manage key client relationships in the insurance space, and deliver a superior customer experience.

You will develop tailored insurance solutions, meet sales targets, keep CRM records up to date, and stay informed about market trends, while working independently to manage multiple priorities.

Qualifications

• 0–5 years of experience in insurance, ideally with insurers or DSAs.
• Proven over-achievement of sales quotas.
• Graduate or equivalent qualification.
• Strong communication and interpersonal skills.
• Ability to manage multiple tasks independently.

Responsibilities

• Build and maintain relationships with clients as the primary insurance contact.
• Understand client requirements and provide tailored insurance solutions.
• Meet and exceed sales targets and quotas consistently.
• Stay updated on insurance products and market trends.
• Develop strategies for customer retention and repeat business.
• Maintain records of client interactions and sales in CRM.
• Prepare reports on sales performance and market trends.

Skills

Relationship building

Communication

Negotiation

Independent work

CRM familiarity

Customer service

MS Office

Education

Graduation

Tools

CRM systems

MS Office

Job description

Job Title: Relationship Manager

Company: PolicyBazaar

Location: Gandhi Nagar, Gujrat

Experience: 0-5 Years in Insurance Companies/DSAs

About Policy Bazaar:

Policy Bazaar is India's leading online insurance aggregator, offering a comprehensive platform for individuals and businesses to compare and buy insurance policies. We partner with top insurance providers and aim to empower users with the knowledge and tools they need to make informed insurance decisions. At Policy Bazaar, we are committed to delivering innovative solutions to our customers, backed by a robust tech platform and a team of passionate professionals.

Role Overview:

We are seeking a dynamic and result-driven Relationship Manager to join our growing team in Gandhi Nagar. The ideal candidate will have a proven track record in the insurance industry (either from an insurance company or DSA), with strong interpersonal and communication skills. You will be responsible for managing key relationships, driving sales performance, and ensuring a superior customer experience.

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:

• 0-5 year of 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.