Relationship Manager

Policybazaar; Rajkot; Hybrid; INR 350,000 - 550,000; Full time

Job summary

Policy Bazaar, located in Rajkot, Gujarat, is hiring dynamic field sales professionals to drive insurance sales, acquire new customers, and build long-term client relationships. The role emphasizes need-based selling, customer engagement, and post-sales service to meet targets.

Ideal candidates should have strong communication skills, a sales mindset, resilience, and a results-driven attitude. Open to graduates with proven sales experience, preferably in insurance, and knowledge of sales

Qualifications

• Proven ability to communicate clearly and persuasively.
• Experience in sales and customer engagement is preferred.
• Knowledge of insurance sales processes and pipeline management is a plus.

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.
• Comply with ISMS and data security policies.

Skills

Strong communication

Relationship-building

Sales acumen

Resilience

Self-motivation

Education

Graduate or equivalent

Job description

Job description.

Summary: Relationship Manager.

Location :- Rajkot, Gujarat

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.i>
• 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.