Senior Relationship Manager

Job Summary

The role demands a proactive relationship manager to help grow insurance sales by acquiring new customers and nurturing long-term client partnerships. Positioned in Mumbai, the job encompasses achieving sales targets through insightful customer engagement, need-based selling, and dedicated after-sales service.

Key Responsibilities

• Meet predefined sales objectives grounded in Annualized Premium (ANP) and case count metrics.
• Generate new business opportunities by utilizing leads, referrals, and organic outreach.
• Conduct detailed customer consultations to identify their specific insurance needs and propose customized solutions.
• Adhere strictly to principles of need-based selling to provide relevant insurance products.
• Promote additional and complementary insurance policies through upselling and cross-selling initiatives.
• Offer consistent post-sale assistance ensuring policies are issued punctually.
• Maintain ongoing communication with assigned clients to enhance relationships.
• Coordinate with supervisors to strategize and execute sales activities.
• Forecast sales trends and keep the client database updated within the designated area.
• Follow all Information Security Management Systems (ISMS) and data privacy protocols.

Candidate Profile

• Excellent communication abilities coupled with strong skills in building client relationships.
• Familiarity with sales processes and a strong determination to meet targets.
• Highly disciplined, self-driven, and resilient individual.
• A positive approach to overcoming obstacles and achieving results.

Eligibility and Experience

• Graduate or equivalent educational qualification.
• Demonstrable sales experience, preferably within the insurance sector.
• Proven history of meeting or surpassing sales goals.
• Solid understanding of sales methodologies and pipeline management.

Additional Information

Policybazaar Insurance Brokers Private Limited, established in 2021, aspires to bring insurance coverage to every family with the vision 'Har Family Hogi Insured'. Recognized as a leading InsurTech platform, Policybazaar empowers its agent partners through digital tools to provide the best insurance recommendations, boost earnings, and simplify sales processes. The company emphasizes true partnerships where partner success mirrors company success.

Locations include all areas within Mumbai. The reporting contact for this position is HR Utsav. Interested candidates can share their CV via WhatsApp at 9175881327.

About Policybazaar

• Largest insurance broker in India with over 93% market share in digital insurance aggregation.
• Serves more than 80.5 million users and has issued 44.3 million policies.
• Handled premiums exceeding 15,000 crore INR in the fiscal year 2024.
• Aligned with IRDAI’s mission to insure every family by 2047.