Relationship Manager

Company Description PBPartners is a brand of Policybazaar Insurance Brokers Private Limited, a licensed Composite Broker (Registration Number 742) headquartered in Gurgaon, India. The company focuses on making the insurance experience smooth and hassle-free by combining best-in-class insurance products with in-person customer assistance. PBPartners supports customers throughout their insurance journey, helping them understand options and select suitable coverage. As part of a well-established and regulated insurance brokerage, team members benefit from structured processes, industry expertise, and opportunities to grow within a recognized market leader.
Role Description This is a full-time, on-site Relationship Manager role based in Bareilly. The Relationship Manager will build and maintain strong relationships with customers and partners, guiding them through the insurance selection and purchase process. Day-to-day responsibilities include understanding customer needs, explaining product features and benefits, assisting with documentation, and coordinating with internal teams to ensure timely policy issuance and service resolutions. The role also involves proactive follow-ups, cross-selling and upselling suitable insurance solutions, and maintaining accurate records of interactions and sales activities. The Relationship Manager is expected to contribute to local business growth while delivering a positive, trustworthy customer experience.
Qualifications
Strong customer relationship management and client service skills, with the ability to build trust and long-term partnerships.
Sales and negotiation abilities, including experience in promoting financial or insurance products and achieving defined targets.
Clear communication and interpersonal skills to explain complex information in a simple, customer-friendly way.
Basic proficiency in using computers, CRM tools, and office applications to manage leads, documentation, and reporting.
Knowledge of insurance products and regulations, or willingness to learn quickly and maintain up-to-date industry awareness.
Ability to work in an on-site, customer-facing environment in Bareilly, with strong time management and organizational skills.
Prior experience in insurance, banking, or financial services is preferred but not mandatory.
Bachelor’s degree in any discipline is desirable; equivalent practical experience in sales or customer service will also be considered.

Work arrangement
No