Relationship Manager ( Field sales executive)

Policybazaar; Kolkata District, Cooch Behar, Howrah; On-site; INR 250,000 - 450,000; Full time

Benefits offered by this job

Unlimited incentives

Travel allowance

Medical insurance

Attractive salary package

Job summary

Policy bazaar is seeking a field sales professional to drive insurance sales across Pan India. You will work to meet ANP targets, acquire customers, and run client meetings to offer insurance solutions.

You must own a bike, hold a valid license, and be fluent in the local language. Excellent communication and networking skills are essential for success in this role.

Qualifications

• Must own a Bike and have a valid Driving License.
• Proficient in the regional language.
• Minimum 1 year of experience in field sales (insurance, credit card or loan sales will be Plus).
• Strong communication and networking 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 owner

Driving license

Regional language

Strong communication

Networking

Field sales experience

Job description

Role & responsibilities

Location: Pan India

Company: Policy bazaar

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 (insurance, credit card or loan sales will be Plus.

• 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.

Perks and Benefits:

• Unlimited Incentives
• Travel Allowance
• Medical Insurance
• Attractive Salary Package

Join Policy Bazaar to grow your career in insurance sales with strong incentives and nationwide opportunities.