Relationship Manager/Agency Channel

Relationship Manager / Senior Relationship

Manager Life Insurance (Agency Channel)

Company Name: Policy Bazaar Partners (A Unit of Policy Bazaar)

Location: As per business requirement

Job Title: Relationship Manager (RM) / Senior Relationship Manager (SRM) – Agency Channel

Employment Type: Full-time | Field Sales | Individual Contributor Role

Working Days: 6 Days Working

Department: Agency Sales – Life Insurance

About PBPartners

Policy Bazaar Partners (PBPartners) is the agency distribution arm of Policybazaar, India’s leading digital insurance marketplace. PBPartners empowers insurance advisors with technology,

multi-insurer access, training, and strong on-ground support.

Job Summary

We are seeking passionate and driven professionals for the position of Relationship Manager /

Senior Relationship Manager in our Agency Channel. This is a core field sales, individual contributor role responsible for agent partner onboarding and insurance business generation for

Life Insurance.

Key Responsibilities

• Identify, approach, and recruit agent partners within the assigned territory
• Drive insurance business through recruited agents
• Conduct regular field visits for agent engagement, training, and joint sales calls
• Achieve monthly and quarterly sales targets
• Train agents on products and usage of PBPartners portal and app
• Ensure adherence to business SOPs and compliance guidelines

Business Sustainability:

• Drive partner retention through consistent engagement
• Achieve renewal and persistency targets
• Maintain portfolio health through the right product mix

Service Orientation:

• Support agents with service requests such as endorsements, cancellations, and claims
• Coordinate with Ops teams for timely resolution
• Ensure a seamless partner experience

Candidate Requirements:

• Graduate in any discipline
• Fresher
• Strong communication and relationship management skills
• Comfortable with field sales and target-based roles

Compensation & Benefits:

• Fixed CTC + performance-based incentives
• Local Conveyance: Eligible as per applicable business SOP (target-linked, BU-specific, and

subject to change)