Relationship Manager

1 week ago


Navi Mumbai, Maharashtra, India Policybazaar Insurance Brokers Private Limited Full time ₹ 4,00,000 - ₹ 12,00,000 per year

Job Role

We are looking for a competitive Field Sales Representative to develop sales strategies and attract new clients. The successful salesperson will source new sales opportunities and close sales to achieve quotas. The successful candidate will play a key role in increasing income and revenue by managing and negotiating with clients, generating leads, qualifying prospects and managing sales of products and services. As an outside Sales Representative, or Sales Agent, they will also research sales competition.

Roles and Responsibilities:

"Get the sale" using various customer sales methods and achieve the set business targets on ANP and case count

Acquire New Customer through Leads, Natural market, References, Orphan base

Fix meetings with the prospects to conduct need analysis and explain products

Implement and adhere to the Need-Based Selling Model.

Upsell & Cross-Sell the Orphan Base of Customers allocated

Ensuring timely issuance of policies by resolving pending etc.

Render prompt post-sales service to all allocated customers with respect to all domains

Adhere to the customer touch-point engagement in order to service his portfolio of customers.

Maintaining the desired persistency ratio

Strategize and interact closely with the supervisor on delivering on Business nos.

Work collectively with the supervisor and conduct joint sales calls whenever required

Forecast sales, develop "out of the box" sales strategies/models and evaluate their effectiveness

Evaluate customer's skills, needs and build productive long lasting relationships

Research accounts and generate or follow through sales leads

Maintain and expand client database within your assigned territory

Desired Skills:

Prior sales experience working with Insurance companies/DSAs

Proven sales experience

Track record of over-achieving quota

Familiarity with different sales techniques and pipeline management

Computer use competency

Strong communication, negotiation and interpersonal skills

Self-motivated and driven

Any graduate or equivalent


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