Relationship Manager

Policybazaar; Jalna; On-site; INR 300,000 - 520,000; Full time

Job summary

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.

Based in Aurangabad, Maharashtra, the candidate will manage a territory with a focus on ANP-driven targets, client meetings, and ongoing relationship management. ISMS and data security policies must be followed.

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.

Skills

Relationship building

Sales skills

Communication

Target orientation

Education

Graduate

Tools

CRM software

Job description

Job description.

Summary: Relationship Manager.

POINT OF CONTACT:- HR Utsav

Location :- AURANGABAD. MAHARATSTRA.

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

Please 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.

About Policy Bazaar:

India's largest insurance broker with 93%+ market share in digital insurance aggregation

Over 80.5 million users, 44.3 million policies issued, and 15,000+ crore premium in FY24

Mission-driven organization aligned with IRDAI's vision: Har Family Hogi Insured by 2047.