Relationship Manager

About the company

PBPartners is a Policybazaar Insurance Brokers Private Limited brand introduced in 2021 with a mission to bring insurance closer to Bharat. This insurtech platform is built to help insurance agent partners with digital tools that improve product recommendations, raise earning potential, and simplify the insurance-selling process. The company treats its agent network as a genuine partnership, guided by the belief that partner success drives business success.

Role overview

This is a field sales role for a Relationship Manager based in Trichy and Tirunelveli, working in the insurance industry. The position focuses on customer acquisition, policy selling, relationship building, and territory-based business growth.

Eligibility Criteria

• Applicants must have their own bike along with a valid driving licence.
• Fluency in the local/regional language is compulsory.
• A minimum of 1 year of experience in banking sales or insurance sales is required.
• Good communication and networking abilities are important for success in this role.
• This opening is intended only for male candidates.
• Candidates who can join immediately will be preferred.
• Graduation is not mandatory for this position.

Responsibilities

• Work toward sales goals measured by annualized premium and case count.
• Develop fresh business through natural market sourcing, referrals, and orphan customer accounts.
• Meet customers regularly to understand their needs and recommend suitable insurance products.
• Use a structured consultative selling approach to match the right solution to each client.
• Increase revenue through upselling and cross-selling within the existing customer base.
• Support customers after the sale, including query handling and timely policy issuance.
• Stay in regular contact with clients to strengthen engagement and long-term relationships.
• Work with supervisors to plan and execute business initiatives.
• Contribute to sales planning by building and reviewing new growth strategies.
• Maintain and expand the customer database within the assigned territory.
• Follow ISMS and other security practices to protect company and customer information.

Benefits

• Unlimited incentives
• Travel allowance
• Medical insurance

Additional Information

Industry: Insurance

Contact person: Saraswathi

Resumes can be shared at 9600035285 or sent by email to [email protected].

Note: The source also describes this as a field sales executive profile under the Relationship Manager title.