Relationship Manager / Senior Relationship Manager - Agency Channel

Company Overview

Policybazaar Partners (PBPartners), the agency distribution division of Policybazaar, works to equip insurance advisors with technology tools, access to multiple insurers, training support, and assistance in the field. Policybazaar is a major insurance marketplace in India and a well-known fintech company with backing from investors such as SoftBank, InfoEdge, Temasek, Tiger Global Management, True North, and Premji Invest. Since its launch in 2008, it has helped make insurance products more accessible and better understood in India.

Role Summary

This is a full-time, field-based, individual contributor role for a Relationship Manager or Senior Relationship Manager in the Agency Channel. The position focuses on recruiting agent partners and driving life insurance business through them.

Job Details

• Work location will be assigned according to business needs.
• This is a 6-day working role.
• The department is Agency Sales for Life Insurance.
• The role is focused on field sales and personal contribution rather than team management.

Key Responsibilities

• Find, connect with, and onboard agent partners in the assigned territory.
• Generate life insurance business through the recruited agents.
• Visit the field regularly to engage agents, provide training, and conduct joint sales meetings.
• Meet monthly and quarterly sales goals.
• Train agents on insurance products and on using the PBPartners portal and mobile app.
• Follow internal SOPs and compliance requirements closely.

Business Sustainability

• Strengthen partner retention through regular interaction and support.
• Work toward renewal and persistency objectives.
• Maintain a healthy portfolio by promoting the right product combination.

Service Orientation

• Help agents with service-related requests such as endorsements, cancellations, and claims.
• Work with operations teams to ensure quick resolution of issues.
• Create a smooth and reliable experience for partner agents.

Candidate Profile

• Any graduate can apply; a degree is not mandatory for this role.
• Freshers are eligible.
• Strong interpersonal communication and relationship-building abilities are required.
• Applicants should be comfortable with field sales and target-driven work.

Compensation and Benefits

• Compensation includes a fixed CTC along with performance-based incentives.
• Local conveyance may be available as per the relevant business SOP, subject to target achievement, business-unit rules, and policy changes.

Important Note

All salary and benefit components are controlled by internal policies and SOPs and may change from time to time.

Contact

For this opportunity, the contact person is Yogesh Singh and the contact number provided is 9599084378.