Relationship Manager

Bajaj Life Insurance Limited; Bengaluru; On-site; INR 300,000 - 600,000; Full time

Job summary

A leading insurance company seeks a dedicated professional to build relationships with bank teams in Bengaluru. The role involves promoting life insurance products through direct engagement with customers, supporting business growth by acquiring new clients, and upselling to existing ones. Responsibilities include conducting training, tracking sales performance, and ensuring regulatory compliance. Candidates should possess strong relationship-building and communication skills, with a focus on customer service. This is an opportunity to contribute to a growing business in a dynamic environment.

Responsibilities

• Build strong working relationships with bank branch teams to drive insurance sales.
• Promote life insurance products to bank customers through joint field calls.
• Support business growth through customer acquisition and upselling.
• Ensure excellent service and assist in customer retention.
• Collaborate with bank staff for training sessions.
• Track sales performance and generate reports.
• Ensure adherence to company processes and regulatory guidelines.
• Interact with High Net-Worth Individuals to provide tailored solutions.

Skills

Relationship building

Communication skills

Sales proficiency

Customer service

Job description

Build strong working relationships with bank branch teams (across 45 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.