01Overview
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, Indias 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
23 years of experience in Insurance, preferably Agency/Channel Sales
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)
Important Note
All compensation components are governed by internal policies and SOPs and may be revised from time to time. .
