Relationship Manager / Senior Relationship
Manager Life Insurance (Agency Channel)
Company Name: Policy Bazaar Partners (A Unit of Policy Bazaar)
Location: As per business requirement
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 sales, individual
contributor role responsible for agent partner onboarding and insurance business generation for
Life Insurance.
Key Responsibilities:
Identify, approach, and recruit agent partners within the assigned territory
Drive insurance business through recruited agents
¢ Conduct regular field visits for agent engagement, training, and joint sales calls
¢ Achieve monthly and quarterly sales targets
¢ Train agents on products and usage of PBPartners portal and app
¢ Ensure adherence to business SOPs and compliance guidelines
Business Sustainability:
¢ Drive partner retention through consistent engagement
¢ Achieve renewal and persistency targets
¢ Maintain portfolio health through the right product mix
Service Orientation:
¢ Support agents with service requests such as endorsements, cancellations, and claims
¢ Coordinate with Ops teams for timely resolution
¢ Ensure a seamless partner experience
Candidate Requirements:
¢ Graduate in any discipline
¢ 23 years of experience in Insurance, preferably Agency/Channel Sales
¢ Solid 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)
Important Note:
All compensation components are governed by internal policies and SOPs and may be revised
from time to time.