Roles and Responsibilities

- Manage relationships with existing clients to identify their financial goals and provide tailored investment solutions.

- Conduct field sales visits to meet recent potential customers and promote banking products such as insurance, mutual funds, etc.

- Develop strong networks within the community by attending local events and building relationships with key stakeholders.

- Identify cross-selling opportunities for other banking products and services through direct sales efforts.

- Maintain accurate records of client interactions, transactions, and follow-ups.

Desired Candidate Profile

- 1-5 years of experience in relationship management or a related field (insurance industry preferred).

- Strong understanding of life insurance, health insurance, mutual funds, sales principles.

- Excellent communication skills for effective client engagement and negotiation.

- Ability to work independently with minimal supervision while meeting targets set by the organization.





Requirements

- Graduate / Postgraduate in any discipline.
- Freshers and experienced candidates can apply.
- Good communication and interpersonal skills.
- Tamil communication skills preferred/required for market.
- Willingness to work in a field-sales environment.
- Two-wheeler and valid driving licence preferred/required as per business requirement.
- Candidates with experience in BFSI, insurance, banking, telecom or direct sales will have an added advantage.

What We Offer
- Fixed salary + performance-based incentives.
- Training and product knowledge support.
- Career growth opportunities.
- Opportunity to build a career in the insurance and financial-services industry.

Interested candidates can apply with their updated resume.
share your updated resume to [email protected]

📌 Relationship Manager (Chennai)
🏢 PolicyBazaar
📍 Chennai