Relationship Manager

Job Title: Relationship Manager

Location: Chennai
Role Category: Field Sales / Relationship Management
Salary: 3.30 LPA to 4.50 LPA + Visit Allowance + Unlimited Incentives

Contact HR: Sukirtha

Phone: [phone removed]

Experience: 0 to 5 years preferred in Sales / Insurance / DSA; relevant sales experience preferred

Education: Any Graduate
Job Type: Full-Time

Industry: Insurance / Fintech
Functional Area: Sales / Business Development

Join India's Largest Online Insurance Platform!

• At Policybazaar.com, we're looking for dynamic, driven, and result-oriented Relationship Managers to join our growing sales team across India!
• If you're passionate about sales, enjoy meeting customers, building strong relationships, and achieving targets, this is an excellent opportunity to build a rewarding career in the insurance and fintech industry.
• As a Relationship Manager, you'll be responsible for acquiring new customers, understanding their insurance requirements, recommending suitable solutions, and building long-term customer relationships.

What You'll Be Doing:

• Achieving Sales Targets: Drive sales and achieve business targets based on Annualized Premium (ANP) and case count.
• New Customer Acquisition: Generate new business through leads, natural market, referrals, and assigned customer databases.
• Customer Meetings: Schedule and conduct customer meetings to understand customer requirements and provide suitable insurance solutions.
• Need-Based Selling: Follow the Need-Based Selling approach to ensure customers receive insurance solutions based on their financial protection needs.
• Upselling & Cross-Selling: Identify opportunities to upsell and cross-sell relevant insurance products to existing customers.
• Customer Relationship Management: Build and maintain strong, long-term relationships with allocated customers through regular interactions and engagement.
• Post-Sales Service: Provide timely support to customers and coordinate with internal teams to resolve pending issues and ensure smooth policy issuance.
• Lead & Pipeline Management: Manage leads effectively, maintain a healthy sales pipeline, conduct regular follow-ups, and convert prospects into customers.
• Sales Planning & Forecasting: Develop effective sales strategies, forecast business opportunities, and track sales performance.
• Database Management: Build, maintain, and regularly update the customer database for the assigned territory.
• Team Collaboration: Work closely with your supervisor and internal teams to plan sales activities and achieve business objectives.

What We're Looking For:

• Strong Communication Skills: Ability to communicate clearly and confidently while building strong customer relationships.
• Sales Acumen: Understanding of sales processes, lead generation, prospecting, negotiation, follow-ups, and closing.
• Passion for Sales: Highly motivated to achieve targets and drive business growth.
• Customer Focus: Ability to understand customer requirements and recommend suitable insurance solutions.
• Resilience: Positive attitude with the ability to handle rejection, challenges, and sales pressure.
• Discipline: Consistent in following sales processes, maintaining customer records, and achieving daily activity goals.
• Relationship Building: Ability to develop and maintain long-term relationships with customers.

What You Get:

• Attractive Salary: 3.30 LPA to 4.50 LPA, based on experience and profile.
• Unlimited Incentives: Uncapped performance-based incentives with additional earning potential.
• Visit Allowance: Get an allowance for every eligible customer visit as per company policy.
• Career Growth: Opportunity to build a long-term career with one of India's leading insurance and fintech platforms.
• Learning & Development: Enhance your sales, communication, negotiation, insurance, and relationship management skills.
• Sales Exposure: Gain hands-on experience in customer acquisition, insurance sales, business development, and relationship management.
• Health Benefits: Group Medical Coverage (GMC) as per company policy.
• Other Benefits: Gratuity and other benefits as applicable under company policy and law.

Eligibility:

• Minimum qualification: Any Graduate.
• Prior experience in sales, insurance, BFSI, or DSA is preferred.
• Strong communication and interpersonal skills.
• Willingness to travel and meet customers as required.
• Self-motivated and target-oriented.
• Comfortable with field sales and face-to-face customer interaction.
• Candidates from sales, insurance, banking, BFSI, and DSA backgrounds are encouraged to apply.
• Open to candidates across India.

Key Skills:

Field Sales | Insurance Sales | Relationship Management | Business Development | Customer Acquisition | Lead Generation | Sales Target | Cross-Selling | Upselling | Customer Service | Client Relationship | Sales Conversion

How to Apply:

Contact HR: Sukirtha
Phone: [phone removed]