Job Title: Relationship Manager

Location: Chennai

Role Category: Field Sales / Relationship Management

Salary: ₹3.30 LPA to ₹4.50 LPA + Visit Allowance + Unlimited Incentives

Contact HR: Sukirtha

Phone: (phone hidden)

Experience: 0 to 5 years preferred in Sales / Insurance / DSA; relevant sales experience preferred

Education: Any Graduate

Job Type: Full-Time

Industry: Insurance / Fintech

Functional Area: Sales / Business Development

Join India's Largest Online Insurance Platform!

- At Policybazaar.com, we're looking for dynamic, driven, and result-oriented Relationship Managers to join our growing sales team across India!
- If you're passionate about sales, enjoy meeting customers, building strong relationships, and achieving targets, this is an excellent opportunity to build a rewarding career in the insurance and fintech industry.
- As a Relationship Manager, you'll be responsible for acquiring new customers, understanding their insurance requirements, recommending suitable solutions, and building long-term customer relationships.

What You'll Be Doing:

- Achieving Sales Targets: Drive sales and achieve business targets based on Annualized Premium (ANP) and case count.
- Recent Customer Acquisition: Generate new business through leads, natural market, referrals, and assigned customer databases.
- Customer Meetings: Schedule and conduct customer meetings to understand customer requirements and provide suitable insurance solutions.
- Need-Based Selling: Follow the Need-Based Selling approach to ensure customers receive insurance solutions based on their financial protection needs.
- Upselling & Cross-Selling: Identify opportunities to upsell and cross-sell relevant insurance products to existing customers.
- Customer Relationship Management: Build and maintain strong,



long-term relationships with allocated customers through regular interactions and engagement.
- Post-Sales Service: Provide timely support to customers and coordinate with internal teams to resolve pending issues and ensure smooth policy issuance.
- Lead & Pipeline Management: Manage leads effectively, maintain a healthy sales pipeline, conduct regular follow-ups, and convert prospects into customers.
- Sales Planning & Forecasting: Develop effective sales strategies, forecast business opportunities, and track sales performance.
- Database Management: Build, maintain, and regularly update the customer database for the assigned territory.
- Team Collaboration: Work closely with your supervisor and internal teams to plan sales activities and achieve business objectives.

What We're Looking For:

- Strong Communication Skills: Ability to communicate clearly and confidently while building solid customer relationships.
- Sales Acumen: Understanding of sales processes, lead generation, prospecting, negotiation, follow-ups, and closing.
- Passion for Sales: Highly motivated to achieve targets and drive business growth.
- Customer Focus: Ability to understand customer requirements and recommend suitable insurance solutions.
- Resilience: Positive attitude with the ability to handle rejection, challenges, and sales pressure.
- Discipline: Consistent in following sales processes, maintaining customer records,



and achieving daily activity goals.
- Relationship Building: Ability to develop and maintain long-term relationships with customers.

What You Get:

- Attractive Salary: ₹3.30 LPA to ₹4.50 LPA, based on experience and profile.
- Unlimited Incentives: Uncapped performance-based incentives with additional earning potential.
- Visit Allowance: Get an allowance for every eligible customer visit as per company policy.
- Career Growth: Opportunity to build a long-term career with one of India's leading insurance and fintech platforms.
- Learning & Development: Enhance your sales, communication, negotiation, insurance, and relationship management skills.
- Sales Exposure: Gain hands-on experience in customer acquisition, insurance sales, business development, and relationship management.
- Health Benefits: Group Medical Coverage (GMC) as per company policy.
- Other Benefits: Gratuity and other benefits as applicable under company policy and law.

Eligibility:

- Minimum qualification: Any Graduate.
- Prior experience in sales, insurance, BFSI, or DSA is preferred.
- Strong communication and interpersonal skills.
- Willingness to travel and meet customers as required.
- Self-motivated and target-oriented.
- Comfortable with field sales and face-to-face customer interaction.
- Candidates from sales, insurance, banking, BFSI, and DSA backgrounds are encouraged to apply.
- Open to candidates across India.

Key Skills:

Field Sales | Insurance Sales | Relationship Management | Business Development | Customer Acquisition | Lead Generation | Sales Target | Cross-Selling | Upselling | Customer Service | Client Relationship | Sales Conversion

How to Apply:

Contact HR: Sukirtha

Phone: (phone hidden)

📌 Relationship Manager (Chennai)
🏢 Policybazaar Insurance Brokers Private
📍 Chennai