Relationship Manager

Bajaj Life; Chennai District; On-site; INR 400,000 - 600,000; Full time

Job summary

Bajaj Life Insurance in Chennai hires a Relationship Manager to grow customer relationships, recommend life insurance and investment solutions, and ensure high service levels. You will conduct customer meetings, follow up on leads, explain product features, assist with policy applications, and coordinate with internal teams to resolve queries while aiming for sales and retention targets.

The role requires strong interpersonal and communication skills, CRM proficiency, and the ability to work

Qualifications

• CRM proficiency and relationship-building skills are essential.
• Strong communication, presentation, and customer-handling abilities are required.
• Ability to explain financial products clearly and assess customer needs.

Responsibilities

• Conduct customer meetings and follow up on leads to grow relationships.
• Explain product features and benefits; assist with policy applications and documentation.
• Coordinate with internal teams to resolve queries or issues promptly.
• Aim for sales targets and maintain accurate records of customer interactions.
• Collaborate with branch staff on campaigns, cross-selling, and retention initiatives.

Skills

Relationship management

Interpersonal skills

Communication & presentation

Sales & negotiation

Time management

CRM proficiency

Digital tools familiarity

Education

Bachelor's degree in business/finance/commerce

Insurance/financial planning certifications (advantage)

Tools

CRM systems

Office applications

Job description

Company Description

Bajaj Life Insurance is one of the fastest-growing life insurance companies in India, offering a comprehensive portfolio of products including ULIPs, term plans, retirement, and child policies to support long-term financial security and life goals. With over 3.47 crore policyholders, strong assets under management, a high claim settlement ratio, and robust solvency, the organization emphasizes reliability, customer trust, and performance. Its nationwide presence spans hundreds of branches, a large network of insurance consultants, and partnerships with leading banks, ensuring convenient access and service. Bajaj Life leverages digital platforms such as WhatsApp and innovative tools like its Smart Assist Platform to enhance customer experience. The company fosters an innovative and collaborative culture for its 27,000+ employees and has been consistently recognized with awards for digital innovation and employer excellence.

Role Description

The Relationship Manager is a full-time, on-site role based in Chennai, focused on managing and growing customer relationships for Bajaj Life Insurance. In this position, the individual will engage with existing and potential customers to understand their financial needs, recommend suitable life insurance and investment solutions, and ensure high levels of service and satisfaction. Day-to-day responsibilities include conducting customer meetings, following up on leads, explaining product features and benefits, assisting with policy applications and documentation, and coordinating with internal teams to resolve queries or issues promptly. The Relationship Manager will also work towards achieving sales and relationship targets, maintaining accurate records of customer interactions, and adhering to company policies and regulatory guidelines. Collaboration with branch staff and other stakeholders to support campaigns, cross-selling opportunities, and customer retention initiatives is an important aspect of this role.

Qualifications

• Candidates should possess strong customer relationship management and interpersonal skills, with the ability to build trust and long-term partnerships.
• Candidates should possess effective communication and presentation skills, including the ability to explain financial products clearly and handle customer queries with confidence.
• Candidates should possess sales and negotiation skills, with a focus on meeting targets ethically and maintaining a customer-first approach.
• Candidates should possess basic financial acumen and an understanding of insurance and investment concepts; prior experience in life insurance or financial services is an advantage.
• Candidates should possess strong organizational and time-management skills, including the ability to manage multiple customer accounts and follow up systematically.
• Candidates should possess proficiency in using digital tools, CRM systems, and standard office applications; comfort with mobile and online service platforms is beneficial.
• A bachelor’s degree in business, finance, commerce, or a related field is preferred; relevant certifications in insurance or financial planning are an added advantage.
• Ability to work on-site in Chennai, collaborate with branch teams, and adapt to a fast-paced, target