Relationship Manager

Company Description

Policybazaar.com is one of India's foremost online insurance platforms and the flagship entity of PB Fintech, which also operates Paisabazaar.com and the UAE-based insurance marketplace, Policybazaar.ae. The company is backed by prominent private equity funds and family offices. Policybazaar.com was founded with the mission to educate customers about insurance products while addressing the untapped potential of the online insurance market. Its innovative offerings and customer-centric approach make it a market leader in the financial technology and insurance sectors.

Role Description

This is a full-time, on-site role for a Relationship Manager based in Pan India Location. The Relationship Manager will be responsible for building and maintaining strong client relationships, understanding customer needs, and providing tailored insurance product recommendations. Day-to-day tasks include client engagement, managing inquiries, supporting the sales process, and ensuring customer satisfaction. The role requires effective communication, multitasking, and a solutions-driven attitude.

Qualifications

• Strong interpersonal and communication skills for effective client interactions
• Experience in customer relationship management and client servicing
• Knowledge of insurance products, Banking sector, Credit card selling, Home loans and the ability to assess customer needs
• Negotiation and problem-solving abilities to deliver tailored solutions
• Proficiency in using customer relationship management (CRM) tools is a plus
• Bachelor's degree in Business, Finance, or related fields
• Experience in the financial or insurance industry is advantageous
• Good experience in Field sales and lead generation