Roles and Responsibilities

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

- Conduct field sales visits to promote banking products such as credit cards, loans, insurance, etc.

- Develop new business opportunities through direct marketing efforts and generate leads for various financial services.

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

- Maintain accurate records of client interactions using CRM software.

Desired Candidate Profile

- 1-6 years of experience in B2C Sales or related fields like Direct Sales, Field Sales, or Banking Sales.

- Strong understanding of General Insurance Sales (health & life), Health Insurance Sales, Insurance Sales, Direct Marketing principles.

- Excellent communication skills with ability to build strong relationships with clients at all levels.

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 workplace.
- 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.
or share you updated resume to [email protected]

📌 Relationship Manager (Chennai)
🏢 PolicyBazaar
📍 Chennai