Relationship Manager

Policybazaar

Thane, Solapur

On-site

INR 300,000 - 600,000

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 seeks a Relationship Manager (Field Sales) to drive insurance sales in Thane and surrounding areas. You will acquire clients, meet targets, and provide suitable insurance solutions with a needs-based approach.

Ideal candidates have 1+ year field sales experience, a valid DL, a bike, and strong communication. This on-site role offers an attractive salary with unlimited incentives and travel allowances.

Qualifications

  • Bike ownership and valid driving license are mandatory.
  • Proficiency in the regional language is required.
  • Minimum 1 year of experience in field sales and strong communication skills.

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
Valid Driving License
Regional language proficiency
Field sales experience (1 year)
Strong communication skills

Job description

Job Title: Relationship Manager (Field Sales Executive)
Company: Policybazaar
Location: Thane ,Solapur
Industry: Insurance

Eligibility Criteria:
  • Must have 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.
Peaks & Benefits:
  • Unlimited incentives
  • Travel Allowances
  • Medical I Insurance
  • Attractive Salary Package
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