Relationship Manager

Policybazaar; Mau; On-site; INR 300,000 - 600,000; Full time

Job summary

Policybazaar is seeking a dynamic Relationship Manager to drive insurance sales through field activities in India. You will acquire new customers, manage existing relationships, and push life insurance and banking product sales through direct customer interaction.

Key responsibilities include generating business via field calls and referrals, meeting targets, and coordinating with internal teams for policy issuance while ensuring compliance and proper documentation.

Qualifications

• Minimum 12th class passout.
• Must own a two-wheeler and driving licence.
• Experience in NBFC/BFSI or B2C vertical is a plus.

Responsibilities

• Generate business through field sales activities, referrals, and cold calling.
• Sell insurance products to individual customers.
• Build and maintain long-term customer relationships to ensure repeat business.
• Identify customer financial needs and recommend suitable insurance products.
• Achieve assigned sales targets for life insurance and banking sales.
• Conduct customer meetings, presentations, and follow-ups in the field.
• Ensure proper documentation and compliance with company and regulatory guidelines.
• Coordinate with internal teams for policy issuance and service support.

Skills

Field sales

Communication

Relationship building

Sales mindset

Financial products knowledge

Education

12th pass

Job description

We are looking for a dynamic and results‑driven Relationship Manager to handle insurance sales through field sales activities. The role involves acquiring new customers, managing existing relationships, and driving insurance and banking product sales through direct customer interaction.

Key Responsibilities

• Generate business through field sales activities, referrals, and cold calling
• Sell insurance products (Health/Term Insurance) to individual customers
• Build and maintain long‑term customer relationships to ensure repeat business
• Identify customer financial needs and recommend suitable insurance products
• Achieve assigned sales targets for life insurance and banking sales
• Conduct customer meetings, presentations, and follow‑ups in the field
• Ensure proper documentation and compliance with company and regulatory guidelines
• Coordinate with internal teams for policy issuance and service support

Required Skills & Qualifications

• Experience in NBFC/BFSI or B2C vertical is a plus
• Strong exposure to field sales and direct customer acquisition
• Excellent communication and relationship‑building skills
• Target‑oriented with a strong sales mindset
• Basic knowledge of financial products and insurance regulations

Who Can Apply

• Minimum 12th class passout
• Must own a two‑wheeler and driving licence