Executive Relationship Manager

Bajaj Life; Ludhiana; On-site; INR 420,000 - 700,000; Full time

Job summary

Bajaj Life Insurance in Ludhiana invites an Executive Relationship Manager to deepen existing client ties and grow a robust network of prospects. You will understand customer needs, explain Bajaj Life solutions, guide clients through purchase and servicing journeys, and maintain high service standards to drive retention.

On-site role requiring strong CRM, sales and communication skills, with emphasis on delivering trusted financial guidance and coordinating with branches to achieve regional

Qualifications

• CRM and relationship management experience in financial services or similar sector.
• Sales and business development skills, including lead generation and opportunity identification.
• Excellent verbal and written communication with client-facing experience.
• Analytical ability to interpret financial information and recommend solutions.
• Strong organizational and time-management skills for multi-client portfolios.
• Relevant life insurance or financial services experience is beneficial.
• Bachelor’s degree in business, finance, marketing or related field preferred; practical experience considered.

Responsibilities

• Meet clients regularly and build long-term relationships.
• Follow up on leads and convert prospects into customers.
• Explain Bajaj Life insurance solutions and guide customers through purchase and servicing journeys.
• Track portfolio performance and prepare reports for management.
• Collaborate with internal teams and branches to meet sales targets.
• Participate in local marketing initiatives, events, and training sessions.

Skills

CRM proficiency

Sales & business development

Communication skills

Analytical thinking

Time management

Client relationship management

On-site collaboration

Education

Bachelor’s degree in business/finance/marketing

Tools

MS Office

CRM systems

Digital tools

Job description

Company Description

Bajaj Life Insurance is one of India’s fastest-growing life insurance companies, offering a wide range of solutions including ULIPs, term plans, retirement, and child policies to support long-term financial security and life goals. With over 3.47 crore policyholders, strong assets under management, and a high claim settlement ratio, the company focuses on trust, protection, and wealth creation. Bajaj Life combines innovative products—such as plans for specific needs and demographics—with a robust digital service experience, including a WhatsApp Conversational Platform for convenient customer support. A nationwide network of branches, consultants, and bank partners ensures easy access and customer-first service. The company fosters an innovative, collaborative culture for over 27,000 team members and has been recognized with multiple awards for digital innovation and employer excellence.

Role Description

The Executive Relationship Manager is a full-time, on-site role based in Ludhiana, responsible for managing and growing relationships with existing and prospective customers. This role includes understanding customers’ financial and protection needs, explaining suitable Bajaj Life insurance solutions, and guiding customers through the purchase and servicing journey. The Executive Relationship Manager will regularly meet clients, follow up on leads, and maintain strong service standards to ensure customer satisfaction and retention. Daily activities involve coordinating with internal teams, tracking portfolio performance, preparing reports, and meeting assigned sales and relationship targets. The role also includes participation in local marketing initiatives, branch events, and training sessions to stay updated on products, processes, and regulatory requirements.

Qualifications

• Candidates should possess strong customer relationship management skills, including the ability to build trust, maintain long-term client connections, and handle customer queries with empathy and professionalism.
• Candidates should possess solid sales and business development skills, such as lead generation, opportunity identification, consultative selling, and target-driven execution.
• Candidates should possess effective communication and interpersonal skills, including clear verbal and written communication, presentation abilities, and confident client-facing interaction.
• Candidates should possess analytical and problem-solving skills to assess customer needs, interpret financial information, and recommend suitable insurance and investment solutions.
• Candidates should possess strong organizational and time-management skills to manage multiple client accounts, prioritize activities, and maintain accurate records and reports.
• Relevant experience in life insurance, financial services, or relationship management roles is highly beneficial.
• A bachelor’s degree in business, finance, marketing, or a related field is preferred; equivalent practical experience will also be considered.
• Familiarity with digital tools, CRM systems, and basic MS Office applications, along with willingness to learn new platforms and processes, is advantageous.
• Ability to work on-site in Ludhiana, adapt