Relationship Manager (Bengaluru)

Relationship Manager (Bengaluru)

29 Aug
|
PolicyBazaar
|
Bengaluru

29 Aug

PolicyBazaar

Bengaluru

Job Description

Position: Relationship Manager (Field Sales Executive)

- Company: Policybazaar

- Industry: Insurance

- Location: Bangalore

- Salary: 5 LPA (including PF and Medical Insurance)

- Employment Type: Full-Time, Permanent

- Department: BFSI, Investments & Trading

- Role Category: General Insurance

Experience

- 0-7 years of experience in Banking or Insurance Sales.

- Freshers may also apply.

- Minimum 1 year of experience in Banking or Insurance Sales is preferred.

- Candidates must be willing to work in Bangalore. Relocation assistance is not available.

- Immediate joiners are preferred.

Eligibility Criteria

- Must own a two-wheeler and possess a valid driving license.
- Proficiency in the local language is mandatory.
- Strong communication, interpersonal, and networking skills.
- Male candidates only.
- Good customer-handling and relationship-management skills.

Roles & Responsibilities

- Achieve Sales Targets: Meet business objectives based on Annualized Premium (ANP) and case count.
- Customer Acquisition: Generate new leads through the natural market, referrals, and the orphan customer base.
- Client Meetings:



Meet customers regularly to understand their requirements and recommend suitable insurance solutions.
- Need-Based Selling: Follow a structured sales process to provide appropriate insurance solutions based on customer needs.
- Upselling & Cross-Selling: Identify opportunities to maximize revenue from the existing customer base.
- Post-Sales Service: Address customer queries and ensure timely policy issuance.
- Customer Engagement: Maintain regular communication and build long-term relationships with customers.
- Collaboration: Work closely with supervisors to plan and execute effective business strategies.
- Sales Forecasting: Develop, implement, and evaluate cutting-edge sales strategies.
- Database Management: Build, maintain, and expand the customer database within the assigned territory.
- ISMS Compliance: Adhere to information-security protocols to protect customer and company data.

Perks & Benefits

- Unlimited incentives
- Travel allowance
- Medical insurance

Educational Qualification

UG: Graduation not required

📌 Relationship Manager (Bengaluru)
🏢 PolicyBazaar
📍 Bengaluru

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