Relationship Manager

Job Description

Position Name : Relationship Manager -(Executive) Company: Policybazaar Industry: Insurance
Location : Kerala (Thrissur, Kottayam, Pathanamthitta, Kollam)

Eligibility Criteria:

• Must own a Bike and have a valid Driving License
• Proficient in the regional language Mandatory
• Minimum 1 year of any banking sales, insurance sales experience
• Strong communication and networking skills
• Only Male Candidates
• Looking for Immediate Joiner.

Roles and Responsibilities:

• Achieve Sales Targets: Meet business goals based on
• Annualized Premium (ANP) and case count.
• Customer Acquisition: Generate new leads via natural market, referrals, and the orphan base.
• Client Meetings: Conduct regular meetings to understand client needs and offer suitable insurance solutions.
• Need-Based Selling: Ensure appropriate solutions through a structured selling model.
• Upselling & Cross-Selling: Maximize revenue through existing customer base.
• Post-Sales Service: Resolve queries and ensure timely policy issuance.
• Customer Engagement: Maintain regular touchpoints and strong relationships with clients
• Collaboration: Coordinate with supervisors to plan and execute business strategies.
• Sales Forecasting: Design and evaluate innovative sales strategies.
• Database Management: Maintain and grow your customer database in your designated territory.
• ISMS Compliance: Follow security protocols to safeguard customer and company data.

Perks & Benefits:

• Unlimited incentives
• Travel Allowances
• Medical I Insurance

Role: Relationship Manager

Industry Type: Insurance

Department: BFSI, Investments & Trading

Employment Type: Full Time, Permanent

Role Category: General Insurance

Education UG: Graduation Not Required