Relationship Manager

1 day ago

Navi Mumbai, India Policybazaar Full time

Role & responsibilities Job Title: Relationship Manager / Senior Relationship Manager

Department: Sales Agency Channel (Life Insurance)

Employment Type: Hybrid (Field Sales/ Office)

Industry: Insurance

Apply Now Email your CV to: ,

Multiple Locations - Mumbai(Andheri, Borivali), Thane

Job Summary: We are actively seeking energetic and performance-driven Relationship Managers / Senior Relationship Managers to join our team across various locations in India. This role involves recruiting and managing insurance agents, driving field sales, and building strong customer and channel relationships. Ideal candidates will have hands-on experience in field sales or agency channel management within Life Insurance.

Key Responsibilities:

  • Agent Recruitment & Development: Identify, recruit, and onboard qualified life insurance agents to build a high-performing agency network.
  • Field Sales Management: Conduct regular field visits, joint calls, and client meetings with agents to support them in achieving their sales targets.
  • Sales Target Achievement: Drive monthly, quarterly, and annual business targets through effective field sales strategies and agent support.
  • Performance Monitoring & Coaching: Track agent performance, provide constructive feedback, and conduct coaching sessions to improve productivity.
  • Customer Engagement & Retention: Ensure high levels of customer satisfaction and drive policy renewals and persistency.
  • Training & Development: Organize training programs to enhance product knowledge, selling skills, and regulatory awareness among agents.
  • Market Intelligence: Stay informed about market trends, competitor activities, and changing customer preferences to adjust sales strategies.
  • Compliance & Reporting: Maintain accurate documentation and submit regular reports as per company standards and regulatory requirements.

Preferred Candidate Profile:

Experience: Minimum 1 year of experience in Life insurance sales, preferably through the agency channel or field sales.

Education: Graduate in any discipline (Bachelors degree preferred).

Language Skills: Proficiency in English and the local language(s).

Other Requirements:

  • Agency Development & Channel Management
  • Insurance Product Knowledge
  • Field Sales & Lead Generation
  • Team Leadership & Agent Training
  • Target Achievement & Business Planning
  • Customer Relationship Management

Why Join Us?

  • Competitive compensation and performance incentives
  • Career advancement opportunities within a growing organization
  • Exposure to a dynamic and supportive work culture

Ongoing training and development programs

  • Relationship Manager

    6 days ago

    Navi Mumbai, Maharashtra, India Yes Bank Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Currently we are hiring for Women returning to Work for multiple Roles and Designations.Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST customer relationships by providing service...

  • Relationship Manager

    2 weeks ago

    Navi Mumbai, Maharashtra, India Bimawalla, powered by Open Box Ventures Full time US$ 80,000 - US$ 1,20,000 per year

    Company DescriptionBimawalla, powered by Open Box Ventures, is dedicated to simplifying wealth-building and insurance for individuals, professionals, and businesses. With expertise in financial planning, insurance advisory, and investment strategies, Bimawalla helps clients protect their assets and grow their dreams. Bimawalla combines insurance and...

  • Relationship Manager

    2 weeks ago

    Navi Mumbai, Maharashtra, India Policybazaar Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Role & responsibilities Job Title: Relationship Manager / Senior Relationship ManagerDepartment: Sales Agency Channel (Life Insurance)Employment Type: Hybrid (Field Sales/ Office)Industry: InsuranceApply Now Email your CV to: , Multiple Locations - Mumbai(Andheri, Borivali), ThaneJob Summary: We are actively seeking energetic and performance-driven...

  • Relationship Manager

    2 weeks ago

    Navi Mumbai, Maharashtra, India Quotient Consultancy Full time ₹ 7,00,000 - ₹ 8,50,000 per year

    Dear Candidate,Urgent opening with leading Networking platform firm.Location : Vashi, Navi MumbaiExperience : 8- 10 YearsEmployment Type: Full-timeCompensation : Up to 8.5 LPAInterested candidate can revert back with updated resume on Any query can call Shrutika : / Job SummaryWe are looking for a seasoned Relationship Manager to lead high-value client...

  • Relationship Manager

    1 day ago

    Navi Mumbai, India Quotient Consultancy Full time

    Dear Candidate, Urgent opening with leading Networking platform firm. Location : Vashi, Navi MumbaiExperience : 8- 10 YearsEmployment Type: Full-timeCompensation : Up to 8.5 LPA Interested candidate can revert back with updated resume on Any query can call Shrutika : / Job Summary We are looking for a seasoned Relationship Manager to lead high-value client...

  • Relationship Manager

    2 weeks ago

    Navi Mumbai, Maharashtra, India White Force Full time

    Job description Urgent requirement for the position of the Relationship Manager in the company Location - Mumbai Experiace - Min 2 yrs of experiance in sales Interested candidate can share their Cv in the below mentioned email id  prakhya.yadav@white-force.in 9303791656

  • Relationship Manager

    2 weeks ago

    Navi Mumbai, Maharashtra, India impact pvt Full time ₹ 2,50,000 - ₹ 3,00,000 per year

    Role : Relationship ManagerExperience : Min 6 Months into Inbound/Sales ProcessLocation : AiroliSalary : Up to 25KEducation : SSC or HSC or GraduationNotice : ImmediateSkills : required good Communication skillJob Type: Full-timePay: Up to ₹25,000.00 per monthBenefits:Provident FundWork Location: In personSpeak with the employer

  • Relationship Manager

    1 day ago

    Navi Mumbai, India impact pvt Full time

    Role : Relationship Manager Experience : Min 6 Months into Inbound/Sales Process Location : Airoli Salary : Up to 25K Education : SSC or HSC or Graduation Notice : Immediate Skills : required good Communication skill Job Type: Full-time Pay: Up to ₹25,000.00 per month Benefits: Provident Fund Work Location: In person Speak with the employer

  • Relationship Manager, Wealth

    2 weeks ago

    Navi Mumbai, Maharashtra, India QuickTurtle Full time US$ 9,00,000 - US$ 12,00,000 per year

    1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix.3) 360 degree coverage of client needs across his personal & business banking/financial needs.4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective...

  • Relationship Manager, Wealth

    1 day ago

    Navi Mumbai, India QuickTurtle Full time

    1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective...