Relationship Manager

Policybazaar

Saharanpur, Dehradun, Varanasi

On-site

INR 250,000 - 450,000

Full time

14 days+

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Benefits offered by this job

Unlimited incentives

Travel Allowances

Medical I Insurance

Attractive Salary Package

Job summary

Policybazaar is seeking a Relationship Manager (Field Sales Executive) to cover the Varanasi, Dehradun, and Saharanpur regions. You will drive sales targets, acquire customers, and conduct regular client meetings to tailor insurance solutions.

Strong communication and networking skills, along with a valid bike and DL, are essential for success. The role emphasizes need-based selling, upselling, and post-sales service to ensure timely policy issuance while expanding your territory and maintaining

Qualifications

Own bike and valid driving license.
Proficient in the regional language.
Minimum 1 year of experience in field sales.
Strong communication and networking skills.

Responsibilities

Achieve Sales Targets: meet 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

Field sales experience

Communication skills

Networking skills

Job description

Job Title: Relationship Manager (Field Sales Executive)

Company: Policybazaar

Location- Varanasi, Dehradun, Saharanpur.

Industry: Insurance

Eligibility Criteria:

Must own a Bike and have a valid Driving License
Proficient in the regional language
Minimum 1 year of experience in field sales
Strong communication and networking skills

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.