Relationship Manager

Bajaj Life Insurance Limited; Bhilai, Bilaspur District, Raipur; On-site; INR 279,000 - 446,000; Full time

Job summary

Bajaj Life Insurance Limited is seeking a field sales professional to drive life insurance sales through bank branches and channel partners. The role focuses on activation of branches and employees to spur growth, regular sales activities in branches and catchment areas, and building a robust client portfolio with strong product knowledge.

Ideal candidates will have graduate or postgraduate degrees, excellent communication and relationship management skills, and a good understanding of insurance

Qualifications

• Graduate or postgraduate degree required.
• Presentable with good communication skills.
• Strong relationship management abilities.
• Excellent communication, interpersonal, and managerial skills.
• Understanding of Insurance and financial market products.

Responsibilities

• Sell life insurance products to bank customers and channel partners.
• Activate branches and employees to drive growth.
• Generate leads through branch and catchment area activities.
• Manage relationships with bank branch teams and serve as single point of contact.
• Engage with bank customers and channel partners to close sales.
• Ensure regulatory compliance and monitor quality of business.

Skills

Good communication

Relationship building

Interpersonal skills

Regulatory understanding

Sales orientation

Education

Graduate / Postgraduate

Job description

Key Sales Responsibilities:

• Play a crucial role in selling our Life Insurance Products to Bank customers and Channel Partners.
• Ensure branch & employee activation to ensure branch growth.
• Conduct regular sales activities within branch and catchment areas to generate leads.
• Ensure timey resolution of queries and complaints and controlling the instances of adverse customer experience.

Relationship Management

• Manage Relationships with key Bank Branch Team to leverage Business.
• Act as one point of contact for any Life Insurance related requirements.
• Conduct regular sales activities within branch and catchment areas to generate leads.

Lead & Business Generation

• Generate potential customer Leads through Activities, Lobby Management etc.
• Effectively engage with Bank Customers / Channel Partners for Sales Closures.
• Ensure Monthly Business Activation of Bank SP / Branch.
• Engage with customers to help build a healthy product portfolio that support them in meeting their life goals.

Product & Process Knowledge

• Ensure adequate Product & process Knowledge.
• Sell Right to Customers.
• Adhering to regulatory requirements & monitoring quality of business.

Qualifications:

Graduate / Postgraduate

Essential Knowledge / Skill Sets:

• Should be presentable with good communication skills.
• Should be good at relationship building/management.
• Should have excellent communication, interpersonal and managerial skills.
• Should understand Insurance and related financial market products.
• Ability to work effectively in highly demanding and competitive environment.