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Relationship Manager

Policybazaar.com

5 - 10 years

Mumbai

Posted: 20/03/2026

Getting a referral is 5x more effective than applying directly

Job Description

We are looking for a dynamic and results-driven Relationship Manager to handle Insurance sales through field sales activities. The role involves acquiring new customers, managing existing relationships, and driving insurance and banking product sales through direct customer interaction. Key Responsibilities:

  • Generate business through field sales activities, referrals, and cold calling
  • Sell Insurance products: Health/Term Insurance to individual customers
  • Build and maintain long-term customer relationships to ensure repeat business
  • Identify customer financial needs and recommend suitable insurance products
  • Achieve assigned sales targets for life insurance and banking sales
  • Conduct customer meetings, presentations, and follow-ups in the field
  • Ensure proper documentation and compliance with company and regulatory guidelines
  • Coordinate with internal teams for policy issuance and service support

Required Skills & Qualifications:

  • Experience in NBFC/BFSI or B2C Vertical is plus.
  • Strong exposure to field sales and direct customer acquisition
  • Excellent communication and relationship-building skills
  • Target-oriented with a strong sales mindset
  • Basic knowledge of financial products and insurance regulations

Who Can Apply:

  • Minimum 12th class pass out.
  • Must own a Two wheeler & Driving license.

Why Policy Bazaar?

Work with India's top insurance brand Fast-growth career path + exciting rewards Join the mission to insure every Indian family.

  • If you're interested for this role, fill the mentioned below form Or You can share your CV on this mail id: naulidutta@policybazaar.com

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