Company Description Policybazaar.com is one of India’s leading online insurance platforms and the flagship brand of PB Fintech, which also owns Paisabazaar.com and Policybazaar.ae in the UAE region. The group is supported by prominent private equity funds and family offices, reflecting strong confidence in its long-term growth. Policybazaar.com was founded with the aim of educating people about insurance products and improving transparency in the market.

Over time, it has helped address the large, underpenetrated online insurance segment by offering easy access to comparison tools and digital insurance solutions. Candidates joining the organization can expect to work in a agile fintech environment focused on customer education, innovation, and market expansion.

Role Description This is a full-time, on-site Relationship Manager Field Sales role based in the Greater Chennai Area.

The Relationship

Manager will focus on meeting prospective and existing customers, explaining insurance products, and guiding them through policy selection and purchase.

Responsibilities include generating leads through field visits, building and maintaining strong customer relationships, and achieving defined sales and conversion targets. The role involves coordinating with internal teams to ensure timely policy issuance, addressing customer queries and concerns,



and maintaining accurate records of interactions and sales activities.

The Relationship

Manager is also expected to stay updated on product features, market trends, and compliance requirements to provide informed, ethical advice to customers.

Qualifications

- Strong interpersonal, communication, and negotiation skills to build trust and close sales in field interactions.
- Customer relationship management abilities, including follow-up, retention, and after-sales support.
- Basic understanding of insurance or financial products, with the ability to learn and explain product features clearly.
- Goal-oriented mindset with proven ability or strong interest in meeting sales targets in a fast-paced setting.
- Good organizational and record-keeping skills to manage leads, appointments, and sales documentation.
- Comfort with using mobile apps or basic digital tools for lead tracking, reporting, and communication.
- Ability to work on-site in the Greater Chennai Area, conduct regular field visits, and manage a local territory.
- Preferred: Experience in field sales, insurance sales, banking, or other customer-facing roles.
- Preferred: Bachelor’s degree in any discipline; higher education in business, finance, or marketing is an advantage.
- Integrity, professionalism, and a customer-centric approach aligned with regulatory and company standards.

📌 Relationship Manager Field Sales (Chennai)
🏢 Policybazaar.com
📍 Chennai