Role & responsibilities

- Build and maintain strong 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.

- Strong communication and interpersonal skills.

- Excellent negotiation and persuasion abilities.

- Ability to work independently and manage multiple tasks efficiently.

- Robust 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 (Male) (Bengaluru)
🏢 PolicyBazaar
📍 Bengaluru