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Relationship Executive @ Policybazaar

Home > BFSI, Investments & Trading - Other






 Relationship Executive

Job Description

  • Achieve Sales Targets: Close deals and meet business targets based on ANP (Annualized

Premium) and case count.

  • New Customer Acquisition: Generate new business through leads, natural market, referrals,

and orphan base.

  • Customer Meetings: Schedule meetings to understand customer needs and offer tailored

insurance solutions.

  • Need-Based Selling: Adhere to the Need-Based Selling Model to ensure customers receive the

right solutions.

  • Upselling & Cross-Selling: Expand business by upselling and cross-selling to existing

customers.

  • Post-Sales Service: Provide prompt service to all customers and resolve pending issues for

timely policy issuance.

  • Customer Engagement: Maintain strong relationships with allocated customers, ensuring

regular touchpoints.

Job Classification

Industry: Insurance
Functional Area / Department: BFSI, Investments & Trading
Role Category: BFSI, Investments & Trading - Other
Role: BFSI, Investments & Trading - Other
Employement Type: Full time

Contact Details:

Company: Policybazaar
Location(s): Malappuram

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Keyskills:   Communication Skills Sales Lead Generation Client Relationship Marketing

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₹ -3.5 Lacs P.A

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Policybazaar

CBNITS specializes in Software, IT, ERP, Cloud, Blockchain & Cybersecurity. We are a Great Place to Work-Certified‚® company with 400+ Expert-level Software Engineers, Cloud Engineers, Automation Engineers, Cybersecurity Experts, Blockchain Developers, Full-Stack Developers, Data Scientists, ...