Company Description PBPartners is a brand of Policybazaar Insurance Brokers Private Limited, focused on delivering a smooth and reliable insurance journey for customers. By combining best-in-class insurance products with dedicated in-person customer assistance, PBPartners helps partners serve their customers more effectively. The organization operates as a Composite Broker under Registration Number 742, with its registered office in Gurgaon, India. PBPartners is part of a well-established insurance brokerage group, offering structured processes, compliance-focused operations, and growth opportunities for team members.
Role Description The Relationship Manager is a full-time, on-site role based in Surendranagar. This position is responsible for building and maintaining robust relationships with channel partners, corporate clients, and individual customers to support insurance sales and services. Day-to-day tasks include understanding customer needs, explaining suitable insurance products, coordinating policy issuance and renewals, and resolving service-related queries.



The Relationship Manager will conduct regular follow-ups, support partner training and onboarding, and collaborate with internal teams to ensure timely processing and a positive customer experience. The role also involves tracking relationship performance, identifying upsell and cross-sell opportunities, and adhering to regulatory and organizational guidelines.
Qualifications

Ability to develop and manage long-term client and partner relationships, including trust-building, regular communication, and proactive issue resolution.
Strong customer service and communication skills, with the capacity to explain insurance products clearly and handle objections professionally.
Basic sales and negotiation capabilities, with comfort in meeting targets and identifying cross-selling and up-selling opportunities.
Organizational and coordination skills to manage multiple accounts, follow up on documentation, and en

📌 Relationship Manager (Bhavnagar)
🏢 PBPartners
📍 Bhavnagar