relationship manager (traditional paln)
- Policybazaar
- 0 - 2 years
- Delhi, NCR
- 16 days ago
- Email to a friend
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Job Description
Position: Relationship Manager Traditional Plan
Location: Delhi-NCR
About Policybazaar:
As Indias largest insurance broker, Policybazaar is committed to making insurance accessible and
understandable for every Indian. Since 2008, we have been at the forefront of transforming the insurance
sector by providing transparent, efficient, and unbiased solutions tailored to the diverse needs of over 80.5
million registered users.
With a dominant market share of over 93% in the digital insurance aggregator space and annual premium
collection exceeding 15,000 crore in FY24, we have established ourselves as a trusted name in insurance and
financial protection. Our platform facilitates millions of insurance inquiries annually and features a wide range
of products from over 50 insurance partners, covering health, life, motor, and corporate insurance solutions.
To date, we have issued over 44.3 million policies and played a crucial role in protecting 9 million families
against death, disease, and disability. Our 24x7 online support, combined with on-ground assistance from over
6,000 insurance advisors, ensures a seamless experience for our customers.
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:
As a Health HNI Relationship Manager, you will be responsible for managing high-value health insurance
portfolios and delivering end-to-end insurance solutions to HNI customers. This role focuses on personalized
service, upselling, and cross-selling multiple insurance products while offering comprehensive post-sale
support.
The role requires regular field visits to meet customers in person for consultations, relationship building,
and closing sales.
Roles and Responsibilities:
Lead Management & Ownership
Actively engage with company-provided leads for Health Insurance.
Build personal lead pipelines via referrals and self-sourced channels, with complete ownership and
entrepreneurial freedom.
Client Engagement Existing Customers
Visit customers who already hold health insurance policies from Policybazaar to
Upsell higher coverage and top-up plans.
Cross-sell other insurance products like Term, Motor, Travel, and policies for family and friends.
Comprehensive Product Training & Expertise
Receive structured and ongoing training in: Health Insurance, Term Plans, Investment-linked
Insurance, Motor and Travel Insurance
This equips you to provide holistic, consultative insurance solutions.
Portfolio & Relationship Management
Post-sale, act as a dedicated portfolio manager for each client.
Manage the full lifecycle: onboarding, policy issuance, servicing, renewals, claims assistance, and
customer satisfaction.
One-Stop Insurance Solution Provider
Serve as a single point of contact for all insurance needs.
Ensure customer convenience and build long-term, trust-based relationships.
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:
Proven experience in insurance sales or working with HNI clients.
Strong consultative selling, interpersonal, and relationship-building skills.
Excellent communication and negotiation skills.
Familiarity with CRM tools and sales pipeline management.
Self-driven and target-oriented mindset.
Any graduate or equivalent qualification.
What do we offer?
Opportunity to earn good incentives
Endless growth opportunity
GMC Group Medical Coverage
Group Personal Accident Insurance
Gratuity
Wellness Programs
Give back to society through CSR
Continuous talent enhancement program
Childcare facility
Tax Saving flexi benefits
We Are an Equal Opportunity Employer
At our company, we firmly believe in upholding the principles of Equal Employment Opportunity (EEO). We
ensure that all individuals, regardless of their race, ethnicity, gender, age, religion, disability, or any other
protected characteristic, have equal access to employment opportunities, fair treatment, and advancement
within our organization.Role & responsibilities
Preferred candidate profile
Job Classification
Industry: InsuranceFunctional Area / Department: BFSI, Investments & TradingRole Category: General InsuranceRole: Relationship ManagerEmployement Type: Full timeContact Details:
Company: PolicybazaarLocation(s): Delhi, NCR
Keyskills: Field Work Field Sales Field Marketing Business Development
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