Relationship Manager

Policybazaar; Kolkata District, Howrah, Hooghly; On-site; INR 300,000 - 600,000; Full time

Job summary

Policybazaar is seeking a dynamic Relationship Manager in Howrah to drive insurance sales and build long‑term client relationships.

The role targets achievement through need‑based selling, customer engagement, post‑sales service, and regular field activities; strong communication, resilience, and a target‑driven mindset are essential.

Graduate with proven sales experience and pipeline management knowledge; willingness to work autonomously and coordinate with supervisors.

Qualifications

• Any graduate or equivalent.
• Proven sales experience, preferably in insurance.
• Track record of meeting sales targets.
• Knowledge of sales techniques and pipeline management.

Responsibilities

• Achieve sales targets based on ANP and case count.
• Acquire new customers through leads, referrals, and organic growth.
• Conduct customer meetings to understand needs and offer tailored insurance solutions.
• Follow Need-Based Selling principles.
• Upsell and cross-sell insurance products.
• Provide post-sales support and ensure timely policy issuance.
• Maintain regular engagement with allocated customers.
• Collaborate with supervisors for sales planning and execution.
• Forecast sales and manage the client database within the assigned territory.
• Comply with the ISMS and data security policies.

Job description

Summary

Relationship Manager

Location

HOWRAH, WEST BENGAL

Overview

Policy Bazaar is hiring dynamic field sales professionals to drive insurance sales, acquire new customers, and build long‑term client relationships. The role focuses on achieving sales targets through need‑based selling, customer engagement, and post‑sales service.

Key Responsibilities

• Achieve sales targets based on ANP (Annualized Premium) and case count.
• Acquire new customers through leads, referrals, and organic growth.
• Conduct customer meetings to understand needs and offer tailored insurance solutions.
• Follow Need‑Based Selling principles.
• Upsell and cross‑sell insurance products.
• Provide post‑sales support and ensure timely policy issuance.
• Maintain regular engagement with allocated customers.
• Collaborate with supervisors for sales planning and execution.
• Forecast sales and manage the client database within the assigned territory.
• Comply with the ISMS and data security policies.

Ideal Candidate Profile

• Strong communication and relationship‑building skills.
• Good sales acumen with a passion for achieving targets.
• Resilient, disciplined, and self‑motivated.
• Results‑driven with a positive attitude toward challenges.

Eligibility & Experience

• Any graduate or equivalent.
• Proven sales experience (preferably in insurance).
• Track record of meeting sales targets.
• Knowledge of sales techniques and pipeline management.