Relationship Manager | Field Sales

About Policybazaar.com

Policybazaar.com is a premier Indian online insurance platform and the flagship entity of PB Fintech, which also owns Paisabazaar.com and Policybazaar.ae serving the UAE market. Supported by significant private equity and family office investments, the group demonstrates strong faith in its sustainable growth trajectory. Founded with the goal of simplifying insurance understanding, Policybazaar.com aids customers in making knowledgeable insurance decisions, significantly contributing to increasing online insurance market penetration.

Role Overview

This full-time Relationship Manager - Field Sales position, located in Vishakhapatnam, involves a blend of on-site client interactions and field activities. Responsibilities include prospecting potential clients, articulating insurance offerings clearly, and advising tailored insurance solutions. The role requires managing comprehensive sales cycles comprising lead management, product demonstrations, policy onboarding, and handling basic documentation.

Key Responsibilities

• Identify and engage prospective customers to promote insurance products.
• Conduct product demonstrations and help clients through policy onboarding.
• Build and sustain long-term customer relationships, addressing inquiries and providing post-sale support to drive renewals and referrals.
• Achieve daily sales targets and collaborate with internal teams for seamless operations.
• Maintain and update CRM or sales databases accurately.
• Relay market insights and customer feedback to improve company offerings and customer satisfaction.

Candidate Profile and Qualifications

• Strong skills in client relationship management with the ability to cultivate trust and long-standing associations.
• Demonstrated success in sales and business development, adept at lead management, negotiation, and deal closure, particularly in field or retail environments.
• Excellent communication fluency in English and local languages, with compelling listening and presentation capabilities.
• Proficient with digital tools such as CRM software, mobile applications, and basic Microsoft Office for managing customer data and reports.
• Background or understanding in insurance or financial products is advantageous; readiness to undergo product and compliance training is mandatory.
• Highly motivated, target-driven, and capable of independently managing fieldwork as well as collaborating with cross-functional teams.
• Minimum education requirement is a high school diploma; a bachelor’s degree in business, commerce, or relevant disciplines is preferable.
• Prior experience in sectors such as insurance, banking, telecommunications, FMCG, or other customer-facing sales roles within Vishakhapatnam or its vicinity is considered a plus.