Relationship Manager

Bajaj Life; Bengaluru South; On-site; INR 400,000 - 700,000; Full time

Job summary

Bajaj Allianz Life in Bengaluru South is hiring a Relationship Manager to build and maintain strong customer relationships for insurance and investment solutions. You will engage with clients, understand financial needs, and recommend suitable products while meeting service standards.

On-site role with branch teams and distribution partners, focusing on renewals, cross-sell opportunities, and market education initiatives to drive growth and ensure regulatory compliance.

Qualifications

• Understanding financial needs to recommend life insurance and investments.
• Strong networking and client engagement abilities.
• Excellent communication and interpersonal skills.
• Comfort working in on-site, branch-based environment.

Responsibilities

• Engage with existing and prospective customers to assess their financial needs.
• Recommend life insurance and investment products aligned with goals.
• Follow up on policy renewals and service requests.
• Collaborate with branches and distribution partners to drive growth.

Skills

CRM skills

Customer service

Sales skills

Communication

Digital tools

MS Office

Time management

Regulatory knowledge

Education

Bachelor’s degree

Tools

CRM systems

MS Office Suite

Job description

Company Description

Bajaj Allianz Life is one of India’s fastest-growing life insurance companies, offering a wide portfolio of solutions including ULIPs, term plans, retirement, and child policies to help individuals achieve long-term financial security. With over 3.47 crore policyholders, an AUM of ₹1.34 lakh crores, a 99.33% claim settlement ratio, and a strong solvency margin, the company is recognized for reliability and customer-centric service. Its product suite includes innovative offerings such as zero allocation charge ULIPs, specialized term plans for diabetics and women, and flexible income-focused solutions. Bajaj Allianz Life combines extensive physical distribution through hundreds of branches and thousands of consultants with digital platforms such as WhatsApp-based services for convenient customer access. The organization fosters an innovative and collaborative culture across 27,000+ team members and has been repeatedly recognized as a top employer and digital insurance leader.

Role Description

The Relationship Manager is a full-time, on-site role based in Bengaluru South, focused on building and maintaining strong customer relationships for Bajaj Allianz Life’s insurance and investment solutions. Day-to-day responsibilities include engaging with existing and prospective customers, understanding their financial needs, and recommending appropriate life insurance and investment products. The role involves conducting regular follow-ups, managing policy renewals, supporting claim-related queries, and ensuring high service quality at every customer touchpoint. The Relationship Manager will collaborate with branch teams and distribution partners to drive business growth, meet sales and service targets, and uphold regulatory and compliance standards. This position also includes tracking market trends, using digital tools and CRM systems, and participating in local marketing and customer education initiatives.

Qualifications

• Strong customer relationship management and client-servicing skills, with the ability to understand financial needs and build long-term trust.
• Sales and business development capabilities, including prospecting, negotiating, and achieving targets in financial services or related sectors.
• Excellent communication and interpersonal skills, with proficiency in presenting complex insurance and investment concepts in simple, clear terms.
• Ability to use digital tools, CRM systems, and basic MS Office applications for customer tracking, reporting, and workflow management.
• Good knowledge of life insurance, investment products, and basic financial planning principles; prior experience in insurance or banking is an advantage.
• Proven organizational and time-management skills, with attention to detail and adherence to regulatory and compliance requirements.
• Bachelor’s degree in any discipline (Commerce, Finance, Business, or related field preferred).
• Comfort working in an on-site, branch-based environment in Bengaluru South, with flexibility to meet customers during business hours as needed.