Senior Relationship Manager

Company Description PBPartners is a brand of Policybazaar Insurance Brokers Private Limited, focused on delivering a smooth and transparent insurance journey for customers. By combining best-in-class insurance products with dedicated in-person customer assistance, PBPartners helps clients make informed coverage decisions. The organization operates as a Composite Broker under Registration Number 742, reflecting its capability to work across multiple insurance segments. With its registered office in Gurgaon, PBPartners leverages Policybazaars established reputation to build strong, trust-based relationships with customers and partners.

Role Description The Senior Relationship Manager is a full-time, on-site role based in Cuttack, responsible for managing and growing relationships with key customers and distribution partners. On a day-to-day basis, this role includes engaging with clients to understand their insurance needs, recommending suitable products, and ensuring a seamless end-to-end service experience. The Senior Relationship Manager will handle queries, resolve issues promptly, and coordinate with internal teams to support policy issuance, servicing, and renewals. The role also involves driving business growth through proactive outreach, nurturing long-term partnerships, monitoring performance metrics, and maintaining accurate records of interactions and opportunities.

Qualifications

• Strong relationship management and client servicing skills, with the ability to build trust and maintain long-term partnerships.
• Business development and sales aptitude, including experience in lead generation, cross-selling, and meeting revenue or growth targets.
• Excellent communication and interpersonal skills, with the ability to explain insurance products clearly and handle customer concerns effectively.
• Organizational and coordination abilities, including maintaining documentation, following processes, and working efficiently with cross-functional teams.
• Prior experience in insurance, financial services, or related sectors is highly beneficial.
• Bachelors degree in business, finance, marketing, or a related field preferred.
• Comfort with basic digital tools, CRM systems, and reporting dashboards.
• Proactive, ethical, and customer-focused mindset, with the ability to work independently in an on-site environment in Cuttack.