Relationship Manager

Job Description

Position: Relationship Manager (Field Sales Executive)

• Company: Policybazaar

• Industry: Insurance

• Location: Bangalore

• Salary: 5 LPA (including PF and Medical Insurance)

• Employment Type: Full-Time, Permanent

• Department: BFSI, Investments & Trading

• Role Category: General Insurance

Experience

• 0-7 years of experience in Banking or Insurance Sales.

• Freshers may also apply.

• Minimum 1 year of experience in Banking or Insurance Sales is preferred.

• Candidates must be willing to work in Bangalore. Relocation assistance is not available.

• Immediate joiners are preferred.

Eligibility Criteria

• Must own a two-wheeler and possess a valid driving license.
• Proficiency in the local language is mandatory.
• Strong communication, interpersonal, and networking skills.
• Male candidates only.
• Good customer-handling and relationship-management skills.

Roles & Responsibilities

• Achieve Sales Targets: Meet business objectives based on Annualized Premium (ANP) and case count.
• Customer Acquisition: Generate new leads through the natural market, referrals, and the orphan customer base.
• Client Meetings: Meet customers regularly to understand their requirements and recommend suitable insurance solutions.
• Need-Based Selling: Follow a structured sales process to provide appropriate insurance solutions based on customer needs.
• Upselling & Cross-Selling: Identify opportunities to maximize revenue from the existing customer base.
• Post-Sales Service: Address customer queries and ensure timely policy issuance.
• Customer Engagement: Maintain regular communication and build long-term relationships with customers.
• Collaboration: Work closely with supervisors to plan and execute effective business strategies.
• Sales Forecasting: Develop, implement, and evaluate innovative sales strategies.
• Database Management: Build, maintain, and expand the customer database within the assigned territory.
• ISMS Compliance: Adhere to information-security protocols to protect customer and company data.

Perks & Benefits

• Unlimited incentives
• Travel allowance
• Medical insurance

Educational Qualification

UG: Graduation not required