Relationship Manager

Bajaj Life; Bathinda; On-site; INR 350,000 - 550,000; Full time

Job summary

Bajaj Life Insurance in Bathinda seeks a Relationship Manager to drive customer acquisition, retention, and satisfaction on-site. You will meet clients, assess financial needs, and recommend Bajaj Life solutions while managing a client portfolio and coordinating with branch teams.

The role emphasizes achieving sales targets, generating leads through multiple channels, and maintaining CRM records with regulatory compliance for a superior customer experience.

Qualifications

• CRM and relationship management experience to build client trust.
• Sales and business development skills with target orientation.
• Clear verbal and written communication to explain financial concepts.
• Strong numerical ability for insurance and wealth products.
• Proficiency with CRM and MS Office tools.
• On-site Bathinda work with field visits to clients.

Responsibilities

• Meet prospective and existing customers to assess needs and propose Bajaj Life products.
• Achieve sales and service targets through lead generation across channels.
• Manage a client portfolio with regular follow-ups and timely policy issuance.
• Coordinate with branch staff and partners to ensure quality customer experiences.
• Maintain accurate CRM records and comply with regulatory standards.

Skills

CRM

Sales

Communication

Interpersonal skills

MS Office

Digital tools

Field visits

Education

Bachelor's degree

Tools

CRM software

MS Office

Job description

Company Description

Bajaj Life Insurance is one of India’s fastest-growing life insurance companies, offering a diverse portfolio of products including term plans, retirement, and child policies to support long-term financial security and life goals. With over 3.47 crore policyholders, a strong asset base, and a high claim settlement ratio, the company focuses on financial protection, wealth creation, and peace of mind. Bajaj Life leverages digital platforms such as WhatsApp for convenient, accessible customer service and maintains a wide distribution network of branches, consultants, and banking partners across India. The organization fosters an innovative and collaborative culture among its 27,000+ employees and has been recognized with multiple employer and digital innovation awards. This environment offers professionals the opportunity to contribute to impactful financial solutions while growing their careers in a recognized “Great Place to Work.”

Role Description

The Relationship Manager role at Bajaj Life in Bathinda is a full-time, on-site position focused on driving customer acquisition, retention, and satisfaction. Day-to-day responsibilities include meeting prospective and existing customers, understanding their financial and protection needs, and recommending suitable Bajaj Life products and solutions. The Relationship Manager will manage a portfolio of clients, maintain regular follow-ups, ensure timely policy issuance and servicing, and support claim-related queries in coordination with internal teams. The role involves achieving sales and service targets, generating leads through various channels, and collaborating with branch staff and distribution partners to ensure a high-quality customer experience. The Relationship Manager is expected to maintain accurate records in CRM systems, adhere to regulatory and company compliance standards, and represent Bajaj Life’s customer-first values in all interactions.

Qualifications

• Strong customer relationship management and interpersonal skills, with the ability to understand client needs and build long-term trust.
• Sales and business development capabilities, including target orientation, negotiation skills, and experience in cross-selling or upselling financial products.
• Effective communication skills (verbal and written), with the ability to explain complex insurance and investment concepts in a clear, simple manner.
• Basic financial literacy and comfort working with numbers, including understanding of insurance, investments, and wealth protection solutions.
• Proficiency in using digital tools and CRM or sales tracking systems, along with general MS Office skills.
• Ability to work on-site in Bathinda, manage field visits, and collaborate with branch teams and distribution partners.
• Bachelor’s degree in any discipline; a specialization in finance, business, or marketing is an advantage.
• Prior experience in life insurance, banking, financial services, or customer-facing roles is preferred but not mandatory for strong, motivated candidates.
• High level of integrity, adherence to regulatory