Relationship Manager

About PolicyBazaar

PolicyBazaar stands as India's premier online insurance broker with a mission to simplify insurance for every Indian. Established in 2008, it leads the digital insurance aggregator sector with over 80.5 million registered users and commands more than 93% of the market share. Boasting an annual premium collection above 15,000 crore in FY24, the platform collaborates with over 50 insurance providers to offer diverse options in health, life, motor, and corporate insurance. To date, PolicyBazaar has issued upwards of 44.3 million policies, securing nearly 9 million families against various risks. Backed by a dedicated support team and more than 6,000 on-ground advisors, the company maintains a customer rating averaging 4.4 stars and has seen over 23 million downloads of its app.

Role Overview

We are searching for an energetic and outcome-focused Relationship Manager to become part of our expanding Rajkot branch. Candidates should possess at least one year of insurance industry experience, whether in insurance firms or Direct Selling Agents (DSAs), and be adept at interpersonal engagement and communication.

Key Responsibilities

• Establish and nurture solid relationships with clients, serving as their main contact for insurance-related matters.
• Understand client needs in depth to offer customized insurance products.
• Consistently achieve or surpass defined sales goals and targets.
• Keep abreast of the newest insurance products and industry developments.
• Create strategic plans focusing on customer retention and fostering long-term associations.
• Log all client communications and sales actions meticulously in CRM platforms.
• Generate routine reports detailing sales outcomes, client insights, and market tendencies.

Candidate Requirements

• A minimum of one year of relevant experience within insurance companies or DSAs.
• Proven history of exceeding sales objectives.
• Graduation or an equivalent academic qualification is desirable but not mandatory.
• Excellent interpersonal and communication abilities.
• Strong negotiation and influencing skills.
• Capable of operating autonomously and handling multiple responsibilities effectively.
• Customer-focused approach with aptitude for building enduring relationships.
• Familiarity with CRM tools and proficiency in MS Office applications.
• Proactive, target-driven, and committed to achievement.
• Problem-solving capabilities with quick, analytical thinking.