Relationship Manager

PBPartners; New Delhi; Vor Ort; INR 450.000 - 600.000; Vollzeit

Zusammenfassung

PBPartners is seeking a Relationship Manager to grow and manage relationships with customers and partners in New Delhi. You will provide in-person assistance on insurance products and ensure seamless onboarding and servicing, while coordinating with internal teams for timely policy issuance.

The role focuses on explaining product features, guiding policy selection, and maintaining CRM records, with a strong emphasis on regulatory compliance and customer service excellence.

Qualifikationen

• Demonstrated skills in customer relationship management, client servicing, and stakeholder communication.
• Ability to explain complex information clearly, with strong interpersonal, negotiation, and presentation abilities.
• Experience in sales or business development, preferably within insurance, financial services, or related domains.
• Comfort with using CRM systems, basic office productivity tools, and structured reporting practices.
• Knowledge of insurance products and regulatory norms, or willingness to learn quickly with training support.
• Strong problem-solving skills, attention to detail, and a proactive approach to resolving customer issues.
• Ability to work on-site in New Delhi, collaborate with cross-functional teams, and manage time effectively.
• Bachelor’s degree in business, finance, marketing, or a related field is preferred; relevant experience may be considered in lieu of formal education.

Aufgaben

• Explain product features and benefits to customers and partners.
• Guide customers through policy selection and documentation.
• Resolve queries and coordinate with internal teams for policy issuance and after-sales support.
• Track customer interactions and maintain accurate CRM records; identify upsell opportunities.

Kenntnisse

Customer relationship mgmt

Client servicing

Stakeholder communication

Interpersonal skills

Negotiation

Presentation abilities

Time management

Ausbildung

Bachelor's degree

Jobbeschreibung

Company Description

PBPartners is a brand of Policybazaar Insurance Brokers Private Limited, a licensed Composite Broker (Registration Number 742) in the insurance sector. The organization focuses on combining best-in-class insurance products with in-person customer assistance to deliver a smooth insurance journey. PBPartners supports customers and partners by simplifying policy selection, purchase, and servicing. Operating from its registered office in Gurgaon, the company offers a structured and compliant environment for insurance distribution professionals. Team members benefit from working with a trusted brand known for its customer-centric approach and strong market presence.

Role Description

This is a full-time, on-site Relationship Manager role based in New Delhi. The Relationship Manager will be responsible for managing and growing relationships with customers and partners, providing in-person assistance on insurance products, and ensuring a seamless onboarding and servicing experience. Daily activities include explaining product features and benefits, guiding customers through policy selection and documentation, resolving queries, and coordinating with internal teams to ensure timely policy issuance and after-sales support. The role also involves tracking customer interactions, maintaining accurate records in CRM tools, identifying upsell and cross-sell opportunities, and contributing to local business development activities. The Relationship Manager is expected to uphold regulatory and company guidelines while delivering a high standard of customer service and professional conduct.

Qualifications

• Demonstrated skills in customer relationship management, client servicing, and stakeholder communication.


• Ability to explain complex information clearly, with strong interpersonal, negotiation, and presentation abilities.


• Experience in sales or business development, preferably within insurance, financial services, or related domains.


• Comfort with using CRM systems, basic office productivity tools, and structured reporting practices.


• Knowledge of insurance products and regulatory norms, or willingness to learn quickly with training support.


• Strong problem-solving skills, attention to detail, and a proactive approach to resolving customer issues.


• Ability to work on-site in New Delhi, collaborate with cross-functional teams, and manage time effectively.


• Bachelor’s degree in business, finance, marketing, or a related field is preferred; relevant experience may be considered in lieu of formal education.