Roles and Responsibilities

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

- Conduct field sales activities such as visiting clients, understanding their needs, and selling insurance products.

- Develop new business opportunities by identifying potential customers and building relationships through outside sales efforts.

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

- Meet or exceed monthly targets for sales performance.

Desired Candidate Profile

- 1-6 years of experience in B2B/B2C sales, banking sales, casa sales, direct sales, field sales, field work, insurance sales or related fields.

- Strong understanding of financial markets and products (insurance).

- Excellent communication skills for effective relationship management with clients.

- Ability to work independently with minimal supervision while meeting deadlines.

Requirements





Graduate / Postgraduate in any discipline.
- Freshers and experienced candidates can apply.
- Valuable communication and interpersonal skills.
- Tamil communication skills preferred/required for market.
- Willingness to work in a field-sales environment.
- 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.
share your updated resume to [email protected] or (phone hidden)

📌 Relationship Manager (Chennai)
🏢 PolicyBazaar
📍 Chennai