Relationship Manager

Relationship Manager / Senior Relationship Manager Life Insurance

(Agency Channel)

Company Name: Policy Bazaar Partners (A Unit of Policy Bazaar)

Locations: Bhopal, Raipur

Job Title: Relationship Manager (RM) / Senior Relationship Manager (SRM) Agency Channel

Employment Type: Full-time | Field Sales | Individual Contributor Role

Working Days: 6 Days Working

Department: Agency Sales Life Insurance

About PBPartners:

Policy Bazaar Partners (PBPartners) is the agency distribution arm of Policybazaar, Indias leading digital insurance marketplace. PBPartners empowers insurance advisors with technology, multi-insurer access,

training, and strong on-ground support.

Job Summary:

We are seeking passionate and driven professionals for the position of Relationship Manager / Senior Relationship Manager in our Agency Channel.

This is a core field sale, individual contributor role

responsible for leadership onboarding and insurance business generation for Life Insurance.

Key Responsibilities:

• Identify, approach, and recruit leaders within the assigned territory
• Drive insurance business through recruited leaders.
• Conduct regular field visits for leader engagement, training, and joint sales calls
• Achieve monthly and quarterly sales targets
• Train leaders on products and usage of PBPartners portal and app
• Ensure adherence to business SOPs and compliance guidelines

Business Sustainability:

• Drive leaders retention through consistent engagement
• Achieve renewal and persistency targets
• Maintain portfolio health through the right product mix

Service Orientation:

• Support leaders with service requests such as endorsements, cancellations, and claims
• Coordinate with Ops teams for timely resolution
• Ensure a seamless leadership experience

Candidate Requirements:

• Graduate in any discipline
• Atleast 5 year of experience in leadership onboarding in life insurance vertical.
• Strong communication and relationship management skills
• Comfortable with field sales and target-based roles

Compensation & Benefits:

• Fixed CTC + performance-based incentives
• Local Conveyance: Eligible as per applicable business SOP (target-linked, BU-specific, and subject to

change)

Contact Vidhi Garg -[phone removed] OR [phone removed] / [email removed] OR [email removed]