Relationship Manager at Policy Bazar

Job Description

Job Overview

Policybazaar is looking for a dynamic, performance-driven Relationship Manager to join our team in Bhubaneswar. In this role, you will act as a trusted financial advisor to clients, managing client portfolios, understanding their insurance and financial needs, and cross-selling suitable products. You will build long-term relationships, drive business growth, and ensure high customer satisfaction and retention.

Key Responsibilities

• Client Acquisition & Management: Build and nurture strong, long-lasting relationships with existing and prospective clients to understand their financial and insurance requirements.

• Product Advisory: Guide customers through Policybazaar’s range of insurance and financial products (Health, Life, Motor, General Insurance, Mutual Funds, etc.) to recommend tailored solutions.

• Portfolio Growth: Achieve monthly and quarterly sales targets by cross-selling and upselling financial products to portfolio clients.

• End-to-End Assistance: Assist clients through the complete lifecycle—from initial inquiry and policy comparison to documentation, issuance, and claims support.

• Market Research & Lead Generation: Identify potential market opportunities, generate high-quality leads, and follow up promptly with inbound customer queries.

• Compliance & Documentation: Ensure strict adherence to company policies, IRDAI guidelines, and internal compliance standards across all insurance transactions.

Qualifications & Skills

• Education: Bachelor’s degree in any discipline (Graduate). An MBA/PGDM in Finance or Marketing is a plus.

• Experience: 1–4 years of experience in retail banking, wealth management, financial service sales, or insurance advising.

• Core Competencies:

  • Strong knowledge of insurance products, underwriting basics, and financial services.

  • Excellent verbal and written communication skills in English, Hindi, and local language (Odia).

  • Strong negotiation, active listening, and relationship-building capabilities.

  • Ability to handle client queries professionally and close sales effectively.

  • Proficiency in CRM tools and MS Office applications.

Why Join Us?

• Competitive Compensation: Attractive fixed package with lucrative performance-based incentives.

• Career Progression: Fast-track growth opportunities into team leadership and regional management roles.

• Continuous Learning: In-depth product training and continuous skill development programs.

Skills

About Policy Bazar

is India's largest online insurance aggregator and comparison platform, allowing users to compare and buy life, health, motor, and other insurance policies.

Location

Berhampur, Odisha, India

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