Relationship Manager

Company: Policy Bazaar Partners (A Unit of Policy Bazaar

Job Title: Relationship Manager (RM)Agency Channel

Department: Agency Sales – Motor

Employment Type: Full-time | Field Sales | Individual Contributor Role

Job Summary:

We are seeking passionate and driven professionals for the position of Relationship Manager (RM) in our Agency Channel.

This is an individual contributor, field sales role responsible for agent partner onboarding and insurance business generation for Life insurance Vertical.

Key Responsibilities:

·      Identify, approach, and recruit agent partners within your assigned territory.

·      Build and maintain strong relationships to drive consistent insurance sales (Motor, Life & Health).

·      Conduct field visits for agent engagement, training, and market development.

·      Ensure achievement of monthly/quarterly sales targets.

·      Perform monthly goal setting with partners and break down the plan into weekly targets to consistently achieve overall sales objectives.

·      Train prospects on products and partners on using the PBPartners portal and app.

·      Stay updated with product knowledge and provide necessary training to agent partners.

Business Sustainability

·      Drive partner retention through consistent follow-ups and engagement.

·      Achieve targeted renewal retention ratio through timely interventions.

·      Maintain portfolio health by ensuring the right product mix based on market needs.

Service Orientation

·      Conduct regular training sessions on products and regulatory compliance.

·      Resolve operational issues to ensure a seamless partner experience.

·      Assist in service requests (cancellations, endorsements, claims, etc.) and coordinate with the Ops Team for timely closures.

Candidate Requirements:

·      Graduate in any discipline.

·      Strong communication, interpersonal, and relationship management skills.

·      Must be comfortable with fieldwork and target-based responsibilities.

·      Self-driven, with the ability to work independently as an individual contributor.

Compensation & Benefits:

·      Salary: As per company norms

·      Incentives: Lucrative performance-based incentives on target achievement.

Note:

·      This is a target-driven field sales role with a focus on agent partner acquisition and business generation.

·      It is a completely Individual contributor and field job.