# Relationship Manager – Field Sales (PIBL)

- Link: https://100xfounder.com/job/paytm-relationship-manager-field-sales-pibl-c9bf18/
- Published: 2026-09-17T15:58:47+05:30
- Author: Ishaan Vardhan

### 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 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. 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.

### Key Responsibilities

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.

### 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.