Relationship Manager

Bajaj Life Insurance Limited; Begusarai; On-site; INR 250,000 - 500,000; Full time

Job summary

Bajaj Life Insurance Limited in India seeks a Relationship Manager Sales Trainee for Institutional Business (Bancassurance Channel). The role focuses on driving life insurance sales through bank partnerships, managing relationships across branches, and delivering customer-focused financial solutions.

You will gain hands-on experience in relationship management, exposure to banking-insurance collaboration, and opportunities to interact with senior professionals.

Qualifications

• Master’s or Graduation in business administration or any stream
• English, Hindi and other regional language communication skills
• Keen to work in a highly competitive environment with resilience
• Right attitude and can-do mindset
• Strong planning, time management and organizational skills
• Ability to understand customer/partner issues and resolve with business knowledge

Responsibilities

• Build strong relationships with bank branch teams across multiple branches to drive insurance sales
• Promote life insurance products to bank customers through joint field calls and meetings
• Support growth through new customer acquisition and upselling to existing clients
• Ensure excellent service delivery and assist in customer retention and issue resolution
• Collaborate with bank staff to conduct training and product knowledge sessions
• Track sales performance, generate reports and share insights with the manager

Skills

English & Hindi communication

Relationship management

Time management

Team collaboration

Customer orientation

Education

Master’s / Graduation in business administration or any stream

Job description

Bajaj Life Insurance Limited

JOB DESCRIPTION

Function/ Department

Nature of Job

Institutional Business (Bancassurance Channel)

Sales

Role Title • Relationship Manager Sales Trainee

• Senior Relationship Manager – MT

JOB PURPOSE:

Summarize in one statement why the job exists; and how it contributes to the overall objective of the company.

Skills & Knowledge

(Minimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this

job and not the incumbent)

PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job)

To drive insurance business through a key bank partnership by managing sales, operations, and relationships across

multiple branches, ensuring high performance, compliance, and customer satisfaction.

As a Relationship Manager, you will be part of a high-performing team managing our partnership with leading and

prestigious banks. This role offers you the opportunity to learn, grow, and contribute to key business outcomes from

Day 1.

Key Responsibilities:

• Build strong working relationships with bank branch teams (across 4–5 branches) to drive insurance sales.
• Promote life insurance products to bank customers through joint field calls and customer meetings.
• Support business growth through new customer acquisition and upselling to existing clients.
• Ensure excellent service delivery and assist in customer retention and problem resolution.
• Collaborate with bank staff to conduct training and product knowledge sessions.
• Track sales performance, generate reports, and share insights with your manager regularly.
• Ensure adherence to company processes and regulatory guidelines in all business practices.
• Interact with High Net-Worth Individuals (HNIs) and provide them with tailored financial solutions.
• Maintain high satisfaction levels among bank partners and customers.

What You’ll Gain:

• Hands-on experience in relationship management and sales.
• Exposure to banking and insurance collaboration models.
• Opportunities to interact with senior professionals and HNI clients.
• Fast-track learning in financial services with mentoring support.

Qualifications:

• Master’s /Graduation in business administration or in any stream.
• Communication in English, Hindi & other Regional Language
• Keen to work in a highly competitive environment.
• Right attitude & never – say- die mind-set.
• Effective planning, time management and organizational skills
• Demonstrated ability to understand customer/partner issues and navigate to an appropriate resolution leveraging business knowledge and technical aptitude.Role & responsibilities

Preferred candidate profile

Perks and benefits