Relationship Manager
5 days ago
Role & responsibilities
Job Title: Relationship Manager (Field Sales Executive)
Location: Delhi/ NCR
Company: Policy Bazaar Industry: Insurance
Immediate joiner only
Eligibility Criteria:
- Must own a Bike and have a valid Driving License
- Proficient in the regional language
Minimum 1-2 year of experience in field sales.
- Strong communication and networking skills
Roles and Responsibilities:
- Achieve Sales Targets: Meet business goals based on
Annualized Premium (ANP) and case count
- Customer Acquisition: Generate new leads via natural market, referrals, and the orphan base
- Client Meetings: Conduct regular meetings to understand client needs and offer suitable insurance solutions
- Need-Based Selling: Ensure appropriate solutions through a structured selling model
- Upselling & Cross-Selling: Maximize revenue through existing customer base
- Post-Sales Service: Resolve queries and ensure timely policy issuance
- Customer Engagement: Maintain regular touchpoints and strong relationships with clients
- Collaboration: Coordinate with supervisors to plan and execute business strategies
- Sales Forecasting: Design and evaluate innovative sales strategies
- Database Management: Maintain and grow your customer database in your designated territory
- ISMS Compliance: Follow security protocols to safeguard customer and company data.
Perks and Benefits:
- Unlimited Incentives
- Travel Allowance
- Medical Insurance
- Attractive Salary Package
Join Policy Bazaar to grow your career in insurance sales with strong incentives and nationwide opportunities. Send your CV at or Connect
-
Relationship Manager
4 days ago
Delhi, Delhi, India Tax Manager Full time ₹ 12,00,000 - ₹ 24,00,000 per yearJob Title: Relationship Manager - SalesLocation: Corporate Office - Naraina Vihar (Above Naraina Metro Station), New DelhiEmployment Type: Full-Time | PermanentIndustry: Financial Services | FintechSalary- 25k to 40kKey Responsibilities:Acquire and onboard new clients by understanding their tax and financial needs.Maintain strong client relationships through...
-
Relationship Manager
6 days ago
Delhi, NCR, India Grip Invest Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRole OverviewThe Relationship Manager will be responsible for managing and growing client relationships with HNIs/UHNIs, and corporates, while also engaging with IFAs/distributors to drive product penetration. This role combines direct client advisory with channel engagement, supporting both acquisition and retention.Key ResponsibilitiesAcquire and manage a...
-
Relationship Manager
5 days ago
Delhi, NCR, India BS2 Hire Full time ₹ 40,00,000 - ₹ 1,20,00,000 per yearResponsibilities:* Manage gold loan portfolio* Generate leads through field sales* Close deals with customers* Maintain customer relationships* Conduct gold appraisalsSales incentives
-
Relationship Manager
2 weeks ago
Delhi, NCR, India Kotak Mahindra Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per yearJob RoleManage big ticket size clients having group exposure above 5 CrBuild strong and effective relationship with Promoters and build client trust and confidenceUnderstand business models, target segments, cash flows and structure WC solutions to best suit customer needs.Ensure timely closure of all pending PDDs.Tracking and liaison with customer for any...
-
Relationship Manager
20 hours ago
Delhi, Mumbai, NCR, India Orange Corporate Solution Full time ₹ 5,00,000 - ₹ 15,00,000 per yearJob Title: Affluent Relationship Manager Job Location: Western Line, MumbaiJob Description:We are seeking experienced professionals for Affluent Relationship Manager positions to handle High Net Worth Individuals and Non-Resident Indians clients.
-
[Urgent] Relationship Manager
1 week ago
Delhi, Delhi NCR, India Care health insurance Full timeJob Description Job Purpose: To cultivate and manage strong relationships with assigned bank partners, driving the generation of health insurance business through their branch network. The Relationship Manager will be instrumental in fostering collaboration, supporting bank staff, and achieving sales targets to contribute to the overall growth of Care Health...
-
Relationship Manager
20 hours ago
Delhi, NCR, New Delhi, India Aavas Financiers Full time ₹ 4,00,000 - ₹ 6,00,000 per yearDesired Candidate Profile:Should have sales orientationCustomer retentionAn immense interest in developing relationship with the customersGood communication skills and coordination skillsGood convincing and negotiation skillsJob Description:Ability to understand customers need, explain various products and convince them about the product offeringsShould be...
-
Relationship Manager HNI
7 days ago
Delhi, NCR, India AnandRathi Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRoles and Responsibilities of RM HNI .Responsible for selling & advisory for products like Insurance, Mutual funds, PMS , SIPs & DMat and trading account etc to the customersResponsible to acquire high net worth clients for financial products. and revenue generation through open or direct marketCandidate having good relationship with HNI Clients.Ensuring the...
-
Relationship Manager
6 days ago
Delhi, NCR, India IHFL Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRole & responsibilitiesResponsible for Acquisition of new LAP & HL customersOn boarding new channel partners, managing existing channels and working on activation of these channels by getting business month on monthAchieving sales targets assigned month on monthCross-sell of third party products & insuring the portfolioEnhancement of the relationship by...
-
Relationship Manager
6 days ago
Delhi, Indore, NCR, India SMC Global Securities Full time ₹ 4,50,000 - ₹ 5,50,000 per yearJob Title: RM - Dealing | Relationship Manager | Advisor ProfileLocation - Delhi NCR/ IndoreExperience Required : 1- 7 Year ( Broking / Financial Services Preferred)Key Responsibilities:Acquire and manage client for Demate & Trading AccountsGenerate brokerage revenue through equity, derivatives, and other market instrumentsCross - sell and upsell third -...