Relationship Manager

Policybazaar; Hassan; Hybrid; INR 350,000 - 500,000; Full time

Benefits offered by this job

Unlimited incentives

Travel allowance

Leads provided

Training & development

Career progression

Job summary

Policybazaar is seeking a Relationship Manager (Field Sales Executive) to meet customers, understand their insurance needs, recommend suitable solutions, and help them make informed financial decisions. This is a customer-facing role that blends relationship building, consultative selling, and field operations.

You will travel daily within your territory, conduct multiple meetings, and use company leads and tools.

Qualifications

• Experience in field sales or relationship management is preferred.
• Ability to understand customer needs and propose insurance solutions.
• Willingness to travel daily within the assigned territory.

Responsibilities

• Meet customers in person and assess insurance needs.
• Recommend suitable insurance solutions and guide decision making.
• Drive field sales, maintain relationships, and work with leads.
• Utilize GPS navigation and company mobile apps for productive visits.

Skills

Field sales experience

Relationship building

Customer needs assessment

Communication skills

Territory planning

Tools

GPS navigation

Smartphone/apps proficiency

CRM app familiarity

Job description

About The Job

As a Relationship Manager (Field Sales Executive), you will meet customers in person, understand their insurance needs, recommend suitable insurance solutions, and help them make informed financial decisions. This is a customer-facing role that combines relationship building, consultative selling, and field operations.

Role Expectations

• Working Days: 6-day work week.
• Weekly Off: One fixed weekly off between Monday and Friday (no weekend offs).
• Travel: Daily field travel of approximately 50100 km within the assigned territory.
• Customer Meetings: Minimum 3 successful customer meetings per day, subject to lead availability.
• Mobility: Two-wheeler with a valid driving licence is preferred for effective field mobility.
• Technology: Comfortable using smartphones, GPS navigation, and company mobile applications.

Why join Policybazaar?

• Unlimited earning potential with industry-leading, uncapped performance incentives.
• Best-in-class Travel Allowance with pay-outs every 10 days, earning up to 40 per kilometre.
• Company-provided customer leads to help you focus on selling and building relationships.
• Comprehensive training and continuous learning to accelerate your professional growth.
• Fast-track career progression through flagship recognition and development programs like LEAP and Achievers Club.
• Make a real difference by helping Indian families secure their financial future through the right insurance solutions.

ISMS Responsibilities

• Be aware and comply with the ISMS Policy, procedures and objectives;
• Actively participate in ISMS exercises;
• Request access to information access from their Team Leaders/ Executives;
• Report known and suspected security incidents to the IT Helpdesk;
• Protect secrecy of passwords; and
• Protect information assets used by them against compromise of assets
• confidentiality, integrity or availability.

We Are an Equal Opportunity Employer Policybazaar is an Equal Opportunity Employer committed to creating an inclusive workplace. We recruit, develop, and reward talent based on merit, without discrimination based on gender, age, religion, disability, ethnicity, or any other protected characteristic.