Role & responsibilities

1. New Customer Acquisition Generate business through company leads, references, natural market, and existing customer base.
2. Customer Meetings – Call prospects, understand their insurance requirements, schedule meetings, and conduct face-to-face discussions.
3. Insurance Sales – Explain suitable health, life, motor, or other insurance products and convert leads into sales.
4. Achieve Sales Targets – Meet monthly/quarterly targets for business, premium, and policy count..
5. Customer Relationship Management – Build strong, long-term relationships and maintain regular customer engagement.
6. Post-Sales Support – Coordinate for documentation, policy issuance, pending requirements, and customer queries.
7. Lead Follow-up – Maintain a proper sales pipeline and continuously follow up with prospective customers.
8.



Market Development – Identify new business opportunities and expand the customer base within the assigned Bengaluru territory.
9. Reporting & CRM – Update customer visits, sales activities, lead status, and business performance in the CRM.
10. Need-Based Selling – Understand the customer's financial/insurance needs and recommend appropriate solutions rather than simply pushing a product.
11. Team Coordination – Work closely with the supervisor and backend teams to achieve business targets and resolve customer issues.

Key Requirements for Bengaluru
- Kannada + English communication is generally preferred/required for Bengaluru field roles.
- Two-wheeler and valid driving licence are commonly required.
- Positive communication, negotiation, customer-handling and sales skills.
- Target-oriented and comfortable with field visits and customer meetings.

📌 Business Development Manager (Bengaluru)
🏢 PolicyBazaar
📍 Bengaluru