Relationship Manager

7 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

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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

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