Relationship Manager Job in PAN India at Policybazaar

Major Job responsibilities would be as under:

• Achieve Sales Targets: Close deals and meet business targets based on ANP (Annualized Premium) and case count.
• New Customer Acquisition: Generate new business through leads, natural market, referrals, and orphan base.
• Customer Meetings: Schedule meetings to understand customer needs and offer tailored insurance solutions.
• Need-Based Selling: Adhere to the Need-Based Selling Model to ensure customers receive the right solutions.
• Upselling & Cross-Selling: Expand business by upselling and cross-selling to existing customers.
• Post-Sales Service: Provide prompt service to all customers and resolve pending issues for timely policy issuance.
• Customer Engagement: Maintain strong relationships with allocated customers, ensuring regular touchpoints.
• Collaboration: Work closely with your supervisor to strategize and achieve business goals.
• Sales Forecasting: Develop creative sales strategies, forecast sales, and assess their effectiveness.
• Database Management: Maintain and grow your client database for your assigned territory.

ISMS Responsibilities:

• Comply with ISMS policies and participate in security exercises.
• Protect customer and company data by adhering to security guidelines.

Who is an ideal fit:

• Strong Communication Skills – Able to articulate ideas clearly and build strong relationships.
• Sales Acumen – Understands sales processes and identifies opportunities effectively.
• Passion for Sales – Highly motivated to achieve targets and drive business growth.
• Resilient – Handles challenges with a positive attitude and persists through setbacks.
• Discipline – Maintains consistency, follows processes, and stays focused on goals.

Policybazaar was founded in 2008 with one objective: bringing transparency in insurance. The founders wanted to reimagine insurance, so they started by simplifying all the information around plans, ending the rampant mis-selling, and preventing policy lapses.