Relationship Manager II Health Insurance II Agency Channel

4 days ago

Howrah Kolkata Puri, India Policybazaar Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Job Title: Relationship Manager

Location : Kolkata , Howrah , North 24 Parganas , South 24 Parganas , Muzaffarpur, Ranchi , Cuttack , Puri

Job Role:

As a Health Relationship Manager, you will be responsible for managing high-value health insurance portfolios and delivering end-to-end insurance solutions to HNI customers. This role focuses on personalized service, upselling, and cross-selling multiple insurance products while offering comprehensive post-sale support.

The role requires regular field visits to meet customers in person for consultations, relationship building, and closing sales.

Roles and Responsibilities:

Lead Management & Ownership

  • Actively engage with company-provided HNI leads for Health Insurance.
  • Build personal lead pipelines via referrals and self-sourced channels, with complete ownership and entrepreneurial freedom.

Client Engagement Existing HNI Health Customers

  • Visit customers who already hold health insurance policies from Policybazaar to
  • Upsell higher coverage and top-up plans.
  • Cross-sell other insurance products like Term, Motor, Travel, and policies for family and friends.

Comprehensive Product Training & Expertise

  • Receive structured and ongoing training in: Health Insurance, Term Plans, Investment-linked Insurance, Motor and Travel Insurance
  • This equips you to provide holistic, consultative insurance solutions.

Portfolio & Relationship Management

  • Post-sale, act as a dedicated portfolio manager for each client.
  • Manage the full lifecycle: onboarding, policy issuance, servicing, renewals, claims assistance, and customer satisfaction.

One-Stop Insurance Solution Provider

  • Serve as a single point of contact for all insurance needs.
  • Ensure customer convenience and build long-term, trust-based relationships.

Desired Skills:

  • Proven experience in insurance sales or working with HNI clients.
  • Strong consultative selling, interpersonal, and relationship-building skills.
  • Excellent communication and negotiation skills.
  • Familiarity with CRM tools and sales pipeline management.
  • Self-driven and target-oriented mindset.
  • Any graduate or equivalent qualification.

What do we offer?

  • Opportunity to earn good incentives
  • Endless growth opportunity
  • GMC Group Medical Coverage
  • Group Personal Accident Insurance
  • Gratuity
  • Wellness Programs
  • Give back to society through CSR
  • Continuous talent enhancement program
  • Childcare facility
  • Tax Saving flexi benefits

We Are an Equal Opportunity Employer

At our company, we firmly believe in upholding the principles of Equal Employment Opportunity (EEO). We ensure that all individuals, regardless of their race, ethnicity, gender, age, religion, disability, or any other protected characteristic, have equal access to employment opportunities, fair treatment, and advancement within our organization.

Interested Candidates can share resume on or on

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