Company Description PBPartners is a brand of Policybazaar Insurance Brokers Private Limited, a licensed Composite Broker (Registration Number 742) with its registered office in Gurgaon, India. The company focuses on delivering a smooth and transparent insurance journey for customers by combining best-in-class insurance products with personalized, in-person customer assistance. PBPartners collaborates with multiple insurers to offer a wide range of insurance solutions tailored to diverse customer needs. Team members work in a regulated and professional environment with opportunities to build long-term careers in the insurance and financial services sector.
Role Description This is a full-time, on-site Relationship Manager role based in Jammu. The Relationship Manager will build and maintain strong relationships with customers and distribution partners, helping them understand and choose suitable insurance products. The role involves meeting clients in person, explaining product features and benefits, addressing queries, and supporting them throughout the policy lifecycle, from proposal to issuance and post-sales servicing. The Relationship Manager will coordinate with internal teams and insurance partners to ensure timely processing of applications, renewals, and endorsements. The position also includes achieving assigned sales and relationship targets, tracking leads and conversions, and providing regular reports and feedback from the field to improve services and offerings.
Qualifications
- Strong relationship-building, client servicing, and stakeholder management skills to maintain long-term customer and partner relationships.
- Effective communication, presentation, and interpersonal skills to explain insurance products clearly and handle customer queries with confidence.
- Sales and negotiation abilities, including lead follow-up, conversion, and target achievement in a field or on-site role.
- Basic understanding of insurance or financial products, with willingness to learn about policies, processes, and regulatory requirements.
- Good organizational and time-management skills to handle multiple clients, follow-ups, and documentation accurately.
- Proficiency in using basic digital tools (email, spreadsheets, CRM or lead-tracking systems) for reporting and record-keeping.
- Ability to work on-site in Jammu, including local travel for client meetings when required.
- Preferred: Prior experience in insurance, banking, or financial services; a bachelor's degree in business, finance, commerce, or a related field.
