Relationship Manager

Policybazaar; Pathanamthitta, Kottayam, Thrissur; On-site; INR 250,000 - 420,000; Full time

Benefits offered by this job

Unlimited incentives

Travel Allowances

Medical I Insurance

Job summary

Policybazaar in Kerala seeks a Relationship Manager to drive insurance sales within Thrissur, Kottayam, Pathanamthitta, and Kollam. The candidate should own a bike, hold a valid license, and be fluent in the regional language, with at least 1 year in banking or insurance sales.

Strong communication and networking skills are essential. Role emphasizes need-based selling, upselling, post-sale service, and proactive client engagement.

Qualifications

• Must own a Bike and have a valid Driving License.
• Proficient in the regional language Mandatory.
• Minimum 1 year of any banking sales, insurance sales experience.
• Strong communication and networking skills.
• Only Male Candidates.
• Looking for Immediate Joiner.

Responsibilities

• Achieve Sales Targets: Meet business goals based on Annualized Premium (ANP) and case count.
• Customer Acquisition: Generate new leads via natural market, referrals, and the orphan base.
• Client Meetings: Conduct regular meetings to understand client needs and offer suitable insurance solutions.
• Need-Based Selling: Ensure appropriate solutions through a structured selling model.
• Upselling & Cross-Selling: Maximize revenue through existing customer base.
• Post-Sales Service: Resolve queries and ensure timely policy issuance.
• Customer Engagement: Maintain regular touchpoints and strong relationships with clients
• Collaboration: Coordinate with supervisors to plan and execute business strategies.
• Sales Forecasting: Design and evaluate innovative sales strategies.
• Database Management: Maintain and grow your customer database in your designated territory.
• ISMS Compliance: Follow security protocols to safeguard customer and company data.

Skills

Bike ownership

Driving license

Regional language proficiency

Communication skills

Networking skills

Sales experience

Education

Graduation not required

Job description

Job Description

Position Name : Relationship Manager - (Executive) Company: Policybazaar Industry: Insurance Location : Kerala (Thrissur, Kottayam, Pathanamthitta, Kollam)

Eligibility Criteria:

• Must own a Bike and have a valid Driving License


• Proficient in the regional language Mandatory


• Minimum 1 year of any banking sales, insurance sales experience


• Strong communication and networking skills


• Only Male Candidates


• Looking for Immediate Joiner.

Roles and Responsibilities:

• Achieve Sales Targets: Meet business goals based on


• Annualized Premium (ANP) and case count.


• Customer Acquisition: Generate new leads via natural market, referrals, and the orphan base.


• Client Meetings: Conduct regular meetings to understand client needs and offer suitable insurance solutions.


• Need-Based Selling: Ensure appropriate solutions through a structured selling model.


• Upselling & Cross-Selling: Maximize revenue through existing customer base.


• Post-Sales Service: Resolve queries and ensure timely policy issuance.


• Customer Engagement: Maintain regular touchpoints and strong relationships with clients


• Collaboration: Coordinate with supervisors to plan and execute business strategies.


• Sales Forecasting: Design and evaluate innovative sales strategies.


• Database Management: Maintain and grow your customer database in your designated territory.


• ISMS Compliance: Follow security protocols to safeguard customer and company data.

Perks & Benefits:

• Unlimited incentives


• Travel Allowances


• Medical I Insurance

Role: Relationship Manager

Industry Type: Insurance

Department: BFSI, Investments & Trading

Employment Type: Full Time, Permanent

Role Category: General Insurance

Education UG: Graduation Not Required