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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

udaipur kanpur lucknow

Posted:1 month ago| Platform:

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Skills Required

field sales direct channel sales credit card sales insurance sales casa sales loan sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

Position: Relationship Manager

About Policybazaar:

With an average customer rating of 4.4 stars and more than 23 million app downloads, we are dedicated to fulfilling the Insurance Regulatory and Development Authority of Indias (IRDAI) vision of "Har Family Hogi Insured by 2047." Whether it is policy issuance, claim settlement, or simply understanding your insurance needs better, we are here to help.
Join us on our mission to make insurance simple, accessible, and effective for all.

Job Role

Roles and Responsibilities:

Get the sales using various customer sales methods and achieve the set business targets on ANP and case count
Acquire New Customer through Leads, Natural market, References, Orphan base
Fix meetings with the prospects to conduct need analysis and explain products
Implement and adhere to the Need-Based Selling Model.
Upsell & Cross-Sell the Orphan Base of Customers allocated.
Ensuring timely issuance of policies by resolving pending etc.
Render prompt post-sales service to all allocated customers with respect to all domains
Adhere to the customer touch-point engagement in order to service his portfolio of customers.
Maintaining the desired persistency ratio
Strategize and interact closely with the supervisor on delivering on Business nos.
Work collectively with the supervisor and conduct joint sales calls whenever required
Forecast sales, develop out of the box sales strategies/models and evaluate their effectiveness
Evaluate customer's skills, needs and build productive long lasting relationships
Research accounts and generate or follow through sales leads
Maintain and expand client database within your assigned territory

ISMS Responsibilities:

Be aware and comply with the ISMS Policy, procedures and objectives;
Actively participate in ISMS exercises;
Request access to information access from their Team Leaders/ Executives;
Report known and suspected security incidents to the IT Helpdesk;
Protect secrecy of passwords; and
Protect information assets used by them against compromise of assets confidentiality, integrity or availability.

Desired Skills:

Prior sales experience working with Insurance companies/DSAs
Proven sales experience
Track record of over-achieving quota
Familiarity with different sales techniques and pipeline management
Computer use competency
Strong communication, negotiation and interpersonal skills
Self-motivated and driven
Any graduate or equivalent

Interested candidates can share their resume to shwetasingh2@policybazaar.com or 9266344984.

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Relationship Manager (Field sales executive)