Relationship Manager

Policybazaar; Raigad; On-site; INR 300,000 - 420,000; Full time

Job summary

Policy Bazaar, Raigad, Maharashtra, is seeking a Relationship Manager with 0-5 years in the insurance space to manage key client relationships and drive sales performance. This role emphasizes superior customer experience, strong interpersonal skills, and the ability to work with DSAs or in-house teams.

The ideal candidate will handle client queries, tailor insurance solutions, and stay informed on product trends to achieve targets and build lasting partnerships with clients across the region.

Qualifications

• 0-5 years in the insurance industry or DSAs
• Graduate or equivalent qualification
• Strong communication and interpersonal skills
• Proven track record of meeting sales quotas and targets

Responsibilities

• Build and maintain strong relationships with clients, acting as the primary point of contact for all insurance-related queries and needs
• Develop a deep understanding of client requirements and provide tailored insurance solutions
• Meet and exceed sales targets and quotas on a consistent basis
• Stay updated on the latest insurance products and market trends
• Develop strategies for customer retention, focusing on long-term relationships and repeat business
• Maintain accurate records of all client interactions and sales activities in CRM systems
• Prepare regular reports on sales performance, client feedback, and market trends

Skills

Relationship Building

Sales Targets

Communication Skills

Negotiation

CRM Systems

MS Office

Independent Work

Customer Service

Education

Graduate or equivalent

Tools

CRM systems

MS Office

Job description

Job Title: Relationship Manager

Company: Policy Bazaar

Location: Raigad, Maharashtra

Experience: 0-5 Years in Insurance Companies/DSAs

About Policy Bazaar:

Policy Bazaar is India's leading online insurance aggregator, offering a comprehensive platform for individuals and businesses to compare and buy insurance policies. We partner with top insurance providers and aim to empower users with the knowledge and tools they need to make informed insurance decisions. At Policy Bazaar, we are committed to delivering innovative solutions to our customers, backed by a robust tech platform and a team of passionate professionals.

Role Overview:

We are seeking a dynamic and result-driven Relationship Manager to join our growing team in Raigad. The ideal candidate will have a proven track record in the insurance industry (either from an insurance company or DSA), with strong interpersonal and communication skills. You will be responsible for managing key relationships, driving sales performance, and ensuring a superior customer experience.

Key Responsibilities:

• Build and maintain strong relationships with clients, acting as the primary point of contact for all insurance-related queries and needs.
• Develop a deep understanding of client requirements and provide tailored insurance solutions.
• Meet and exceed sales targets and quotas on a consistent basis.
• Stay updated on the latest insurance products and market trends.
• Develop strategies for customer retention, focusing on long-term relationships and repeat business.
• Maintain accurate records of all client interactions and sales activities in CRM systems.
• Prepare regular reports on sales performance, client feedback, and market trends.

Required Skills & Qualifications:

• 0-5 year of experience in the insurance industry, preferably with experience in Insurance companies or DSAs.
• Demonstrated track record of over-achieving sales quotas and targets.
• Any graduate or equivalent qualification.
• Strong communication and interpersonal skills.
• Excellent negotiation and persuasion abilities.
• Ability to work independently and manage multiple tasks efficiently.
• Strong customer service orientation with the ability to build lasting relationships.
• Familiarity with CRM systems and MS Office suite.
• Self-motivated, goal-oriented, and driven to succeed.
• A problem-solving mindset with the ability to think critically and act quickly.