Relationship Manager - Field Sales (PIBL)
Paytm · Posted Sep 17
Mobile payments, digital wallets, banking solutions, and financial services
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About the role
The Relationship Manager is responsible for the direct sale of health insurance to customers within an assigned market territory in Delhi NCR. 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, covering the assigned territory, cultivating merchant relationships, conducting needs-based conversations, and supporting the customer through documentation, medical examinations, and final issuance.
What you will do
- Engage Paytm Merchants within the assigned territory to introduce health insurance offerings and develop relationships through consistent, repeated interactions.
- 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.
Skills used in this role
What the employer is looking for
- 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.
Benefits and support
- Compensation and benefits are detailed in the job posting
About Paytm
Paytm is India's leading financial services company offering full-stack payment solutions, digital wallets, QR codes, and financial services to consumers and merchants. The platform provides comprehensive digital inclusion via UPI payments, banking services distribution, merchant devices, and lending solutions. Operating under its parent firm One97 Communications, Paytm has scaled its operations into a robust profitability-driven ecosystem.
- Industry
- FinTech
- Company size
- 10001+ employees
- Founded
- 2010
- Location
- Noida, Uttar Pradesh, India
- Funding stage
- Public Company
Funding
Public Company · $4.91B raised
- 2023-08-28Late Stage$246.34M
- 2020-11-20Angel$1.26M
- 2019-12-06Series H$673M
- 2018-08-27Series G$300M
Leadership
Founder & Chief Executive Officer
Chief Technology Officer
Recent coverage
The Tribune
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Fortune India
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Superpower Daily
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Paytm Newsroom
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