Relationship Manager - Field Sales

PolicyBazaar; Kannur, Malappuram, Kozhikode district; On-site; INR 260,000 - 520,000; Full time

Job summary

Policybazaar invites a dynamic Relationship Manager - Field Sales to Kannur and nearby districts. You will drive new client acquisition, meet targets, schedule meetings, and deliver tailored insurance solutions.

The role emphasizes need-based selling, upselling, and strong post-sales service, with ongoing client engagement and collaboration with supervisors to achieve business goals. This is a field-based opportunity requiring excellent communication, resilience, and disciplined execution to

Qualifications

• Excellent communication and interpersonal skills.
• Strong sales sense with ability to close deals.
• Ability to identify client needs and offer tailored solutions.
• Resilient, disciplined, and goal-oriented.

Responsibilities

• Achieve sales targets based on ANP and case count.
• Acquire new customers through leads and referrals.
• Schedule meetings to understand customer needs.
• Use need-based selling to match products.
• Upsell and cross-sell to existing clients.
• Provide prompt post-sale support and issue resolution.
• Maintain client relationships with regular touchpoints.
• Collaborate with supervisor to plan strategy.
• Forecast sales and manage client database.

Skills

Communication

Sales Acumen

Relationship Building

Target Driven

Education

Any graduate

Job description

Role: Relationship Manager - Field Sales

Location : Kannur, Malappuram , Kozhikode

About Policybazaar As Indias largest insurance broker, Policybazaar is committed to making insurance accessible and understandable for every Indian. Since 2008, we have been at the forefront of transforming the insurance sector by providing transparent, efficient, and unbiased solutions tailored to the diverse needs of over 80.5 million registered users.

We are looking for a dynamic and driven Field Sales Representative to join our sales team.

You will be responsible for developing and executing sales strategies to acquire new clients, generate leads, and close sales. Your role is key to driving business growth by building strong customer relationships and achieving sales targets.

Major Job responsibilities would be as under:

• Achieve Sales Targets: Close deals and meet business targets based on ANP (Annualized Premium) and case count.
• New Customer Acquisition: Generate new business through leads, natural market, referral and orphan base.
• Customer Meetings: Schedule meetings to understand customer needs and offer tailored insurance solutions.
• Need-Based Selling: Adhere to the Need-Based Selling Model to ensure customers receive the right solutions.
• Upselling & Cross-Selling: Expand business by upselling and cross-selling to existing customers.
• Post-Sales Service: Provide prompt service to all customers and resolve pending issues for timely policy issuance.
• Customer Engagement: Maintain strong relationships with allocated customers, ensuring regular touchpoints.
• Collaboration: Work closely with your supervisor to strategize and achieve business goals.
• Sales Forecasting: Develop creative sales strategies, forecast sales, and assess their effectiveness.
• Database Management: Maintain and grow your client database for your assigned territory.

ISMS Responsibilities:

• Comply with ISMS policies and participate in security exercises.
• Protect customer and company data by adhering to security guidelines.

Who is an ideal fit:

• Strong Communication Skills Able to articulate ideas clearly and build strong relationships.
• Sales Acumen and Understands sales processes and identifies opportunities effectively.
• Passion for Sales and Highly motivated to achieve targets and drive business growth.
• Resilient and Handles challenges with a positive attitude and persists through setbacks.
• Discipline and Maintains consistency, follows processes, and stays focused on goals.

Male Candidates preferred

What We Offer:

• Proven sales experience, especially with insurance companies or DSAs.
• Strong track record of achieving sales targets.
• Familiar with various sales techniques and effective pipeline management.
• Self-motivated, results-driven, and excellent communication skills.
• Ability to build long-term relationships with clients.
• Any graduate or equivalent.

We Are an Equal Opportunity Employer

At our company, we firmly believe in upholding the principles of Equal Employment Opportunity (EEO). We ensure that all individuals, regardless of their race, ethnicity, gender, age, religion, disability, or any other protected characteristic, have equal access to employment opportunities, fair treatment, and advancement within our organisation.