Relationship Manager

Company Description Policybazaar.com is one of India’s leading online insurance platforms and the flagship platform of PB Fintech, which also owns the fintech brand Paisabazaar.com and the UAE-focused marketplace Policybazaar.ae. The group is backed by prominent private equity funds and family offices, reflecting strong confidence in its growth and innovation. Founded with the purpose of educating people about insurance products, Policybazaar.com has played a key role in expanding access to online insurance in a largely underpenetrated market. The organization focuses on simplifying insurance choices, enhancing transparency, and helping individuals and businesses make informed financial protection decisions.

Role Description This is a full-time, on-site Relationship Manager role based in Mumbai. The Relationship Manager will build and maintain strong relationships with customers, understand their insurance needs, and provide tailored product recommendations across various insurance categories. Responsibilities include handling inbound and outbound interactions, guiding customers through policy comparisons, addressing queries, and ensuring seamless onboarding and post-sales support. The role also involves coordinating with internal teams for timely resolution of issues, tracking customer satisfaction, and contributing feedback to improve processes and offerings. The Relationship Manager is expected to meet defined performance targets while maintaining a customer-centric approach and adherence to regulatory and company policies.

Qualifications

Customer relationship and service skills, including the ability to build trust, manage inquiries, and provide clear, empathetic support.Sales and negotiation abilities to understand customer needs, present suitable insurance solutions, and achieve conversion and retention targets.Communication skills, with strong spoken and written English; proficiency in additional regional languages is an advantage.Analytical and problem-solving skills to interpret customer requirements, compare product features, and resolve issues effectively.Comfort with digital tools and CRM systems, and the ability to quickly learn platform workflows and product details.Bachelor’s degree in business, finance, marketing, or a related field preferred; relevant experience in financial services, insurance, or customer-facing roles is beneficial.Ability to work in a fast-paced environment, collaborate with cross-functional teams, and maintain high ethical and compliance standards.