Senior Relationship Manager

Company Description PBPartners, a brand of Policybazaar Insurance Brokers Private Limited, focuses on delivering a smooth insurance journey through a combination of best-in-class products and personalized, in-person customer assistance. As a Composite Broker (Registration Number 742), the organization offers a wide range of insurance solutions to meet diverse customer needs. Headquartered in Gurgaon, PBPartners operates with strong regulatory compliance and professional standards. Team members join a growing, customer-centric organization that values trustworthy advisory services and long-term client relationships.
Role Description The Senior Relationship Manager is a full-time, on-site role based in Bhubaneswar, responsible for managing and expanding relationships with key customers, partners, and stakeholders. This role involves understanding client insurance needs, recommending appropriate products, and ensuring a seamless end-to-end experience across the policy lifecycle. The Senior Relationship Manager will conduct regular client meetings, follow up on leads, resolve queries, and coordinate with internal teams to ensure timely policy issuance, renewals, and claim support. Daily responsibilities include tracking performance metrics, maintaining accurate records in CRM tools, and contributing to local business development initiatives. The role also includes mentoring junior team members, sharing market insights, and supporting branch-level growth strategies.
Qualifications
Candidates should possess strong relationship management and customer service skills, including the ability to build trust, address concerns, and maintain long-term engagement.
Candidates should possess sales and business development skills, such as lead conversion, cross-selling or upselling insurance products, and achieving defined revenue targets.
Candidates should possess communication and negotiation skills, including clear verbal and written communication, presentation abilities, and effective negotiation with clients and partners.
Candidates should possess organizational and analytical skills, including attention to detail, use of CRM or tracking tools, and data-driven follow-up on performance indicators.
Candidates should possess teamwork and collaboration skills, with the ability to work closely with underwriting, claims, and operations teams to deliver a consistent customer experience.
Relevant experience in insurance, financial services, or brokerage environments, particularly in client-facing or relationship management roles, is highly beneficial.
A bachelor’s degree in business, finance, marketing, or a related field is preferred; professional certifications in insurance or risk management are an advantage.
Comfort working in an on-site setting in Bhubaneswar, with readiness for local travel to meet clients and partners as needed.

Work arrangement
No