Relationship Manager

Company Description PBPartners is a brand of Policybazaar Insurance Brokers Private Limited, a licensed Composite Broker (Registration Number 742) headquartered in Gurgaon, Haryana. The organization focuses on delivering a smooth insurance journey for customers by combining best-in-class insurance products with personalized, in-person assistance. PBPartners works closely with insurers and distribution partners to simplify policy selection, purchase, and service. Team members join a fast-paced, customer-centric environment with opportunities to grow within the broader Policybazaar group.
Role Description This is a full-time, on-site Relationship Manager role based in Junagadh. The Relationship Manager will build and maintain strong relationships with customers and partners, helping them navigate insurance products and services with clarity and confidence. Day-to-day responsibilities include explaining product features and benefits, supporting customers through the policy purchase and renewal process, and resolving queries promptly. The role also includes coordinating with internal teams and insurance partners, tracking leads and conversions, and ensuring high standards of customer satisfaction. The Relationship Manager is expected to meet defined performance targets while upholding regulatory and compliance guidelines.
Qualifications
Strong customer relationship management and client service skills, with the ability to build trust and long-term engagement.
Effective communication and interpersonal skills, including clear verbal and written communication in relevant local languages and English.
Basic sales and negotiation abilities, with comfort in discussing product features, pricing, and benefits to support conversions.
Organizational and time-management skills to handle multiple customer interactions, follow-ups, and documentation efficiently.
Proficiency with common digital tools (e.g., email, spreadsheets, CRM or lead-management systems) and willingness to learn new platforms.
Knowledge of insurance products or financial services is preferred; prior experience in banking, insurance, or customer-facing roles is an advantage.
Minimum educational qualification of a bachelor’s degree or equivalent; relevant certifications in insurance or finance are a plus.
Ability to work on-site in Junagadh, maintain professional ethics, and adhere to regulatory and company compliance standards.

Work arrangement
No