Field Sales Relationship Manager

Job Title: Relationship Manager
Company: PolicyBazaar
Location: Udupi
Experience: 1+ Years in Insurance Companies/DSAs

About Policy Bazaar:
Policy Bazaar is India's leading online insurance aggregator, offering a comprehensive platform for individuals and businesses to compare and buy insurance policies. We partner with top insurance providers and aim to empower users with the knowledge and tools they need to make informed insurance decisions. At Policy Bazaar, we are committed to delivering innovative solutions to our customers, backed by a robust tech platform and a team of passionate professionals.
Role Overview:
We are seeking a dynamic and result-driven Relationship Manager to join our growing team in Udupi. The ideal candidate will have a proven track record in the insurance industry (either from an insurance company or DSA), with strong interpersonal and communication skills. You will be responsible for managing key relationships, driving sales performance, and ensuring a superior customer experience.
Key Responsibilities:

• Build and maintain strong relationships with clients, acting as the primary point of contact for all insurance-related queries and needs.
  

• Develop a deep understanding of client requirements and provide tailored insurance solutions.
  

• Meet and exceed sales targets and quotas on a consistent basis.
  

• Stay updated on the latest insurance products and market trends.
  

• Develop strategies for customer retention, focusing on long-term relationships and repeat business.
  

• Maintain accurate records of all client interactions and sales activities in CRM systems.
  

• Prepare regular reports on sales performance, client feedback, and market trends.
  

Required Skills & Qualifications:

• Minimum 1 year of proven experience in the insurance industry, preferably with experience in Insurance companies or DSAs.
  

• Demonstrated track record of over-achieving sales quotas and targets.
  

• Any graduate or equivalent qualification.
  

• Strong communication and interpersonal skills.
  

• Excellent negotiation and persuasion abilities.
  

• Ability to work independently and manage multiple tasks efficiently.
  

• Strong customer service orientation with the ability to build lasting relationships.
  

• Familiarity with CRM systems and MS Office suite.
  

• Self-motivated, goal-oriented, and driven to succeed.
  

• A problem-solving mindset with the ability to think critically and act quickly.

• It is a Full Time Field Sales job for candidates with 0 - 1 years of experience.