Relationship Manager - Field Sales (PIBL)

Role overview

Relationship Manager - Field Sales (PIBL) at Paytm

Engage Paytm Merchants within the assigned territory to introduce health insurance offerings and develop relationships through consistent, repeated interactions.

Responsibilities

• Independently prospect in the open market across individuals, families, salaried professionals, and small business owners to generate new business.
• Systematically generate referrals from issued customers, engaged merchants, and personal networks, ensuring a referral request accompanies every policy delivery.
• Conduct a thorough needs analysis for each prospect and recommend the most appropriate product from the approved insurer panel.
• Manage customer objections effectively, close cases, and ensure complete and accurate documentation is collected at the point of sale.
• Minimise free-look cancellations by ensuring customers purchase products that genuinely meet their needs and that they fully understand.
• Pre Requisites: Minimum of one year of experience in Health Insurance or General Insurance.
• Prior experience in Direct Sales is mandatory.
• Graduate degree in any discipline (minimum qualification).
• Strong communication, interpersonal, and relationship-building skills.
• Local candidate with an established presence in, and understanding of, the Delhi NCR market and community.
• Demonstrated comfort with field sales, customer acquisition, lead generation, and regular market visits.
• Ownership of a two-wheeler and willingness to undertake daily field travel.

Employment details

• Location: Noida [Uttar Pradesh]

Benefits

• Role Summary: The Relationship Manager is responsible for the direct sale of health insurance to customers within an assigned market territory in Delhi NCR.
• The incumbent is expected to actively cover the assigned territory, cultivate merchant relationships, conduct structured needs-based conversations, address customer objections, close cases, and support the customer through documentation, medical examinations, and final issuance.

Additional role details

• The role sources business across three parallel channels - the Paytm Merchant base, open-market prospecting, and customer referrals - and owns the end-to-end customer journey, from the first conversation through to policy issuance.
• This is a field-based role carrying an individual sales target.