Role & responsibilities
Build and maintain solid relationships with clients, acting as the primary point of contact for all insurance-related queries and needs.
Develop a deep understanding of client requirements and provide tailored insurance solutions.
Meet and exceed sales targets and quotas on a consistent basis.
Stay updated on the latest insurance products and market trends.
Develop strategies for customer retention, focusing on long-term relationships and repeat business.
Maintain accurate records of all client interactions and sales activities in CRM systems.
Prepare regular reports on sales performance, client feedback, and market trends.

Preferred candidate profile
Minimum 1 year of proven experience in the insurance industry, preferably with experience in Insurance companies or DSAs.




Demonstrated track record of over-achieving sales quotas and targets.
Any graduate or equivalent qualification.
Robust communication and interpersonal skills.
Excellent negotiation and persuasion abilities.
Ability to work independently and manage multiple tasks efficiently.
Solid customer service orientation with the ability to build lasting relationships.
Familiarity with CRM systems and MS Office suite.
Self-motivated, goal-oriented, and driven to succeed.
A problem-solving mindset with the ability to think critically and act quickly.

📌 Relationship Manager Bengaluru
🏢 PolicyBazaar
📍 Bengaluru