Senior Relationship Manager

Company Description PBPartners, a brand of Policybazaar Insurance Brokers Private Limited, connects best-in-class insurance products with in-person assistance to create a smooth insurance journey for customers. As a Composite Broker (Registration Number 742), PBPartners offers a wide range of insurance solutions supported by expert guidance and service. The organization focuses on empowering partners and customers through transparent advice and efficient processes. Headquartered in Gurgaon, PBPartners combines strong digital capabilities with human support to deliver a reliable and customer-centric insurance experience.

Role Description The Senior Relationship Manager role at PBPartners is a full-time position based in Lucknow and Varanasi. The Senior Relationship Manager will manage and grow key partner and client relationships, ensuring a seamless insurance experience and high levels of satisfaction. Day-to-day activities include understanding client needs, recommending appropriate insurance solutions, coordinating with internal teams to resolve issues, and monitoring policy renewals and conversions. The role involves regular meetings with partners, tracking performance metrics, preparing reports, and providing feedback to improve products and processes. The Senior Relationship Manager will also support business development initiatives, coach junior team members on relationship management best practices, and uphold regulatory and compliance standards.

Qualifications

• Strong relationship management, stakeholder engagement, and client servicing skills, with the ability to build trust and long-term partnerships.
• Sales, negotiation, and business development capabilities, including experience meeting targets and identifying growth opportunities.
• Excellent communication, presentation, and interpersonal skills, with proficiency in explaining complex insurance concepts in simple terms.
• Analytical and problem-solving skills, including comfort with data analysis, performance tracking, and report preparation.
• Solid organizational and time-management skills, with the ability to handle multiple clients, priorities, and deadlines.
• Experience in insurance, financial services, or a related sector is highly beneficial; prior exposure to brokerage or distribution networks is a plus.
• Understanding of regulatory and compliance requirements in insurance, or willingness to quickly learn and adhere to such standards.
• Bachelors degree in business, finance, marketing, or a related field; an advanced degree or relevant certifications (e.g., insurance or financial planning) are an advantage.
• Comfort working in a hybrid environment, including in-person meetings in Mumbai and virtual collaboration with cross-functional teams.