Relationship Manager

5 days ago

Dehra Dūn, Uttarakhand, India Policybazaar Full time

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

Department: Sales Agency Channel (Commercial Insurance)

Employment Type: Hybrid (Field Sales/ Office)

Industry: Insurance

Apply Now Email your CV to: ,

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 Commercial 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 years of experience in insurance sales, preferably through the agency channel or field sales.

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

    1 day ago

    Dehra Dūn, Uttarakhand, India propelld Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Senior Relationship Manager / Relationship Manager – Field SalesDehradunJob Type: Full-timeAbout the Role:We are looking for a highly motivated and dynamic Relationship Manager / Senior Relationship Manager to join our Field Sales team. The ideal candidate will have hands-on experience in selling retail financial products such as Education Loans, with a...

  • Relationship Manager

    7 days ago

    Dehra Dūn, Uttarakhand, India Union Mutual Fund Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionEstablished in March 2011, Union Mutual Fund provides effective and diligent asset management services to investors. We focus on synergetic growth and long-term wealth creation, leveraging our partnerships, market intelligence, and domain expertise. Our commitment to financial literacy, adequacy, and integrity aims to empower investors and...

  • Relationship Manager

    3 days ago

    Dehra Dūn, Uttarakhand, India BS2 Hire Full time

    Responsibilities:* Manage gold loan portfolio, cross-sell products.* Maintain customer relationships, ensure satisfaction.* Collaborate with branches on lead generation & conversion.Sales incentives

  • relationship manager

    2 weeks ago

    Dehra Dūn, Uttarakhand, India Shakumbari Automobiles PVT LTD Full time ₹ 6,40,000 - ₹ 9,60,000 per year

    MARUTI SUZUKI AUTHORIZEDSHAKUMBARI AUTOMOBILES PVT LTDREQUIREDRELATIONSHIP MANAGER FOR SALESEXPERIENCED CANDIDATESSALARY NEGOTIABLEJob Type: Full-timeLanguage:English (Preferred)Work Location: In person

  • Customer Relationship Manager

    1 week ago

    Dehra Dūn, Uttarakhand, India Allied Auto Agencies- Royal Enfield Dealership Full time ₹ 2,00,000 - ₹ 3,00,000 per year

    We are currently looking for young, dynamic, self motivated and experienced Customer relationship manager (CRM) for our Royal Enfield Dealership in Patel Nagar and Jakhan, Dehradun.He/She will be responsible for building and maintaining strong customer relationships, understanding client needs, resolving concerns, ensuring customer satisfaction, identifying...

  • Relationship Officer

    1 week ago

    Dehra Dūn, Uttarakhand, India Canara HSBC Life Insurance Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Role DescriptionThis is a full-time on-site role based in Dehradun for a Relationship Officer. The Relationship Officer will be responsible for managing business relationships, facilitating financial services, maintaining excellent communication with clients, providing customer service, and handling sales operations. Daily tasks include client interaction,...

  • Relationship ManagerNone

    5 days ago

    Dehra Dūn, Uttarakhand, India Centrum Housing Finance Limited Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionCentrum Housing Finance Limited (CHFL) is a housing finance company that serves middle-class India, providing financial inclusion to Lower and Middle Income (LMI) families by offering long-term housing finance. CHFL empowers underserved customers who face challenges in obtaining loans from traditional lenders by tailoring financial...

  • Customer Relationship Executive

    5 days ago

    Dehra Dūn, Uttarakhand, India Sanidhya Sansar Ventures Full time ₹ 2,50,000 - ₹ 3,00,000 per year

    ChatGPTYou said:Jd for customers relationship Executive ChatGPT said:Here's a professional Job Description (JD) for Customer Relationship Executive you can use or customize:Job Title: Customer Relationship ExecutiveDepartment: Sales / Customer ServiceLocation: [Your Location]Reports To: Customer Relationship Manager / Sales ManagerJob Summary:The Customer...

  • Sr. Relationship Officer

    1 week ago

    Dehra Dūn, Uttarakhand, India Bharti AXA Life Insurance Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Exciting opportunities with Bharti Axa Life InsurancePosition: Relationship Officer / Sr. Relationship OfficerChannel: Direct VerticalCompany - Bharti Axa Life InsuranceLocation: DehradunExperience - Min 2 - 3 Years of Experience in BFSI or Life Insurance Sales.Age - up to 38 yearsRole & responsibilities :Direct Channel- SalesDirectly sell life insurance to...

  • Relationship Manager-PL

    5 days ago

    Dehra Dūn, Uttarakhand, India Syncro Squad Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Product-Personal LoansDirect or DST Sourcing .Will handle 5-6 off roll employees