For Relationship Manager

2 days ago


Ahmedabad Coimbatore Surat, India Policybazaar Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Position: Relationship Manager

Experience: 1+ years

Location: Delhi / Gurgaon

About Policybazaar:

As India largest insurance broker, Policybazaar is committed to making insurance accessible and understandable for every Indian. Since 2008, we have been at the forefront of transforming the insurance sector by providing transparent, efficient, and unbiased solutions tailored to the diverse needs of over 80.5 million registered users.

With a dominant market share of over 93% in the digital insurance aggregator space and annual premium collection exceeding 15,000 crore in FY24, we have established ourselves as a trusted name in insurance and financial protection. Our platform facilitates millions of insurance inquiries annually and features a wide range of products from over 50 insurance partners, covering health, life, motor, and corporate insurance solutions.

To date, we have issued over 44.3 million policies and played a crucial role in protecting 9 million families against death, disease, and disability. Our 24x7 online support, combined with on-ground assistance from over 6,000 insurance advisors, ensures a seamless experience for our customers.

With an average customer rating of 4.4 stars and more than 23 million app downloads, we are dedicated to fulfilling the Insurance Regulatory and Development Authority of Indias (IRDAI) vision of "Har Family Hogi Insured by 2047." Whether it is policy issuance, claim settlement, or simply understanding your insurance needs better, we are here to help.

Join us on our mission to make insurance simple, accessible, and effective for all.

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 custome'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

ISMS Responsibilities:

  • Be aware and comply with the ISMS Policy, procedures and objectives;
  • Actively participate in ISMS exercises;
  • Request access to information access from their Team Leaders/ Executives;
  • Report known and suspected security incidents to the IT Helpdesk;
  • Protect secrecy of passwords; and
  • Protect information assets used by them against compromise of assets confidentiality, integrity or availability.

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
  • Interested students, please share your resumes on my WhatsApp number and email ID.
  • WhatsApp number=
  • Email ID=


  • Ahmedabad, Surat, Vadodara, India Equitas Small Finance Bank Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    We Equitas Small Finance Bank Ltd is hiring Relationship Manager - Affordable mortgage Loan sales for across the Gujarat location.Job Locations :- Ahmedabad (Prahaladnagar), Mehsana, Palanpur, Surat, Bharuch, Navsari, Baroda ( Gorti & Padra), Rajkot, Bhavanagar, Surendranagar, Junagadh & Gandhidham.Education :- Min HSC pass or equivalentExp :- Min 6 Months...

  • Relationship Manager

    12 hours ago


    Surat, Gujarat, India KV Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionAt KV Wealth- Invest & Insure, our mission is to provide clients with comprehensive, competent, and customized solutions in wealth creation , Wealth Protection and Wealth Transfer . We offer simple, unbiased, and professional Guidance to enhance our clients' quality of life and provide actionable solutions. Our team is dedicated to being a...

  • Relationship Manager

    11 hours ago


    Surat, India Anvtech Full time

    job description- surat/ rajkot/ ahmedabad rm salary 20-25k per month b2b & b2c sales planning and executing cold outreach in the form of emails and calls to attract new leads scheduling meetings with prospective clients nurturing the leads and understanding their issues inside out negotiating and closing multiple sales deals to achieve high revenue selling...

  • Relationship Manager

    3 weeks ago


    Coimbatore, Tamil Nadu, India Peoplemint Consultants Full time

    Job Title: Relationship Manager – MMG Experience: 10 Years Location: AhmedabadJob Summary: Seeking a seasoned Relationship Manager with 10 years of experience in Mid-Market Group (MMG) banking. The candidate will be responsible for managing and growing a portfolio of mid-sized corporate clients in the Ahmedabad region. Key responsibilities include credit...


  • Surat, India Skywings Advisors Private Limited Full time

    Designation - Relationship ManangerChannel - Agency ChannelProduct - All type of insuranceCtc upto 4 LPAKey Responsibilities:Recruitment & Training: Identify and onboard agents, conduct regular training, and ensure agents are equipped to sell insurance products.Sales Management: Set sales goals, track performance, provide guidance, and implement strategies...


  • Surat, Gujarat, India Rupeek Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Rupeek India's leading asset-backed digital lending fintech is hiring Relationship Managers across SuratJob Title: Relationship ManagerEducation: GraduateExperience: 1 - 5 years in Gold Loan / Gold Appraisal / ValuationKey Responsibilities:Conduct accurate gold valuation & ensure KYC complianceAcquire new customers & maintain relationships for...

  • Relationship Manager

    12 hours ago


    Coimbatore, Tamil Nadu, India Kotak Mahindra Bank Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Relationship Manager - Business Banking-PRIORITY-Regional sales Role: - Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers - Sources new bank customers through external individual efforts and acquisition channel - Ensures high levels of customer service orientation and...


  • Coimbatore, Tamil Nadu, India VSR Hospital Full time ₹ 3,60,000 - ₹ 4,80,000 per year

    Role - Relationship ManagerCompany - Anand Rathi Financial ServicesLocation - CoimbatoreSubmit your resume to Job Summary:We are looking for an experienced and customer-focused Relationship Manager to join our BFSI team. The RM will be responsible for managing client relationships, understanding financial needs, offering tailored banking and investment...

  • Relationship Manager

    2 weeks ago


    Surat, Gujarat - Ahmedabad, Gujarat, India Tekpillar Full time

    The Relationship Manager in the Direct Channel will manage and enhance customer relationships drive sales and ensure a high level of client satisfaction Responsibilities - Build and maintain strong relationships with individual clients understanding their needs and providing tailored solutions - Drive sales growth by promoting our products through...


  • Surat, India Health Insurance Care Full time

    We are looking to expand our team with relationship managers for Asset Vertical (Loan protect Insurance) in Surat Location. If you are interested Please send your CV to Freshers also welcome