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Policybazaar
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Relationship Manager (Field Sales Executive)

Relationship Manager (Field Sales Executive)

Policybazaar

1 - 6 years

3 - 4 Lacs

Bhopal Indore Bengaluru

Posted:1 week ago| Platform:

Apply

Skills Required

Field Sales Credit Card Sales Direct Sales Insurance Sales Casa Sales Loan Sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Job Title: Relationship Manager (Field Sales Executive)Location: Pan India Company: Policy bazaar Industry: Insurance Eligibility Criteria:

Must own a Bike and have a valid Driving License
Proficient in the regional language

Minimum 1 year of experience in field sales (insurance, credit card or loan sales will be Plus point)

Strong communication and networking skills

Roles and Responsibilities:

Achieve Sales Targets: Meet business goals based on Annualized Premium (ANP) and case count.
Customer Acquisition: Generate new leads via natural market, referrals, and the orphan base
Client Meetings: Conduct regular meetings to understand client needs and offer suitable insurance solutions
Need-Based Selling: Ensure appropriate solutions through a structured selling model
Upselling & Cross-Selling: Maximize revenue through existing customer base
Post-Sales Service: Resolve queries and ensure timely policy issuance
Customer Engagement: Maintain regular touchpoints and strong relationships with clients
Collaboration: Coordinate with supervisors to plan and execute business strategies
Sales Forecasting: Design and evaluate innovative sales strategies
Database Management: Maintain and grow your customer database in your designated territory
ISMS Compliance: Follow security protocols to safeguard customer and company data.

Perks and Benefits:

Unlimited Incentives
Travel Allowance
Medical Insurance
Attractive Salary Package

priyankaprasad@policybazaar.com

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