Relationship Manager

Job Overview

Policybazaar Insurance Brokers Private Limited is seeking energetic and goal-driven Relationship Managers to join their sales team in Delhi-NCR. This full-time field sales role involves engaging with customers, selling insurance solutions, and maintaining lasting client relationships to meet company targets.

Key Responsibilities

• Attain sales targets measured by Annualized Premium (ANP) and case volume.
• Source new clients through lead generation, referrals, networking, and customer databases.
• Consult with clients to assess insurance needs and propose appropriate products.
• Drive product promotion using a need-based sales approach.
• Identify and pursue opportunities for upselling and cross-selling within an existing customer base.
• Maintain ongoing contact with assigned clients for relationship building and support.
• Offer post-sale assistance and address customer concerns to ensure policies are issued promptly.
• Keep customer records current for the designated territory.
• Develop sales strategies, forecast results, and collaborate with supervisors to achieve objectives.
• Adhere strictly to company information security regulations to safeguard client information.

Candidate Profile

• Minimum education requirement: completion of 12th grade.
• Excellent communication and interpersonal skills essential.
• Customer-oriented mindset with a focus on long-term relationship management.
• Self-driven with discipline, persistence, and a result-focused attitude.
• A strong enthusiasm for sales and expanding business opportunities.