Roles and Responsibilities

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

- Conduct field sales activities, including visiting potential customers at their homes or offices to promote insurance products.

- Develop new business opportunities by identifying leads and converting them into paying customers.

- Collaborate with internal teams to resolve client issues and improve overall customer satisfaction.

- Maintain accurate records of client interactions, sales transactions, and product offerings.

Desired Candidate Profile

- 1-6 years of experience in life insurance or health insurance industry as a relationship manager or similar role.

- Strong understanding of field sales principles, including prospecting, lead generation, and closing deals.

- Excellent communication skills for building strong relationships with clients over phone calls or face-to-face meetings.





- Ability to work independently from home office environment with minimal supervision.

Requirements

- Graduate / Postgraduate in any discipline.
- experienced candidates 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+petrol allowance.
- Training and product knowledge support.
- Growth opportunities 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 (Madurai)
🏢 PolicyBazaar
📍 Madurai