RemoteWLBRemote only
Back to all jobs
Paytm logo
Remote role · relation

Relationship Manager - Field Sales (PIBL)

Paytm

onsite,Noida, Uttar PradeshSalesFull-time
Before you apply

Role details

The practical picture
Employment
Full-time

Inside the role

Qualifications
Direct sales experience Health insurance or general insurance experience Graduate degree Local presence in Delhi NCR Ownership of a two-wheeler for field travel
Role signal brief

The role, at a glance

Extracted from the source posting · 90% confidence

Relationship Manager (Field Sales) at Paytm Insurance handles direct health insurance sales within the Delhi NCR territory. The role involves engaging Paytm merchants, open-market prospecting, and managing the end-to-end policy issuance process. Candidates must have a graduate degree, one year of insurance experience, and ownership of a two-wheeler for daily field visits.

What you need

  • Direct sales experience
  • Health insurance or general insurance experience
  • Graduate degree
  • Local presence in Delhi NCR
  • Ownership of a two-wheeler for field travel

What you will own

  • Engage Paytm merchants to introduce and sell health insurance
  • Prospect the open market for individuals, families, and small businesses
  • Generate referrals from customers and merchants
  • Conduct needs analysis and recommend products from the insurer panel
  • Manage customer objections, close sales, and collect documentation
  • Support customers through policy issuance and medical examinations
Core skills
Direct SalesHealth InsuranceRelationship ManagementLead Generation
Internal freshness window ends Oct 21, 2026
View source evidence
  • must_have “Prior experience in Direct Sales is mandatory.”
  • must_have “Minimum of one year of experience in Health Insurance or General Insurance.”
  • must_have “Local candidate with an established presence in, and understanding of, the Delhi NCR market and community.”
  • must_have “Ownership of a two-wheeler and willingness to undertake daily field travel.”
direct saleshealth insurancerelationship managementlead generation
Role brief
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.