Relationship Manager

Overview

Policybazaar Insurance Brokers Private Limited is seeking energetic and goal-driven Relationship Managers to be part of its sales department based in Pune. This full-time field sales position focuses on acquiring new clientele, generating leads, marketing insurance products, and maintaining customer relationships to meet ambitious sales goals.

Key Duties

• Meet or exceed sales objectives, measured by Annualized Premium (ANP) and number of cases closed.
• Source new business opportunities by leveraging leads, referrals, natural market networks, and existing customer data.
• Engage directly with clients to assess their insurance needs and recommend tailored solutions accordingly.
• Promote insurance offerings through a consultative, need-based approach.
• Identify possibilities for upselling and cross-selling insurance products to current customers.
• Maintain continuous engagement with assigned clients through routine communications and follow-ups.
• Offer post-sale assistance and troubleshoot client concerns to facilitate prompt policy processing.
• Keep customer records and databases accurate and current for designated regions.
• Collaborate with supervisors to formulate sales strategies, forecast performance, and achieve targets.
• Adhere strictly to company confidentiality and data protection policies regarding customer information.

Candidate Profile

• Minimum educational qualification of completing 12th grade.
• Excellent verbal and written communication skills along with strong interpersonal abilities.
• Customer-centric mindset with skill in nurturing lasting client relationships.
• Self-driven, organized, resilient, and focused on achieving measurable results.
• Demonstrated enthusiasm for sales and business expansion initiatives.