Relationship Manager

BajajCapital Insurance Broking Ltd.; Chennai District; On-site; INR 600,000 - 1,000,000; Full time

Job summary

BajajCapital Insurance Broking Limited in Chennai invites a Relationship Manager to build and maintain relationships with individual and corporate clients, understanding their insurance needs and recommending suitable life and general insurance solutions. The role is full-time and on-site at Chennai.

You will meet and onboard new clients, explain product features, assist with online comparisons and policy applications, and coordinate with internal teams and insurers on proposals, documentation,

Qualifications

• Strong client relationship management and interpersonal skills.
• Sales, negotiation and business development abilities toward targets.
• Clear verbal and written communication and presentation skills.
• Analytical and problem-solving abilities to assess client needs.
• Proficiency with computers, internet tools, CRM and online comparison portals.
• Experience in insurance, financial services, or banking relationship management preferred.
• Bachelor's degree in business, finance, commerce, or related field desirable.
• On-site work in Chennai with client-focused mindset and regulatory compliance.

Responsibilities

• Meet and onboard new clients and maintain relationships.
• Explain product features and benefits to clients.
• Assist clients with online comparisons and policy applications.
• Ensure timely follow-up on leads and renewals.
• Coordinate with internal teams and insurers on proposals and documentation.
• Provide claims support and handle service issues.
• Achieve assigned business targets while maintaining customer satisfaction and compliance.

Skills

Client relationship management

Sales & business development

Communication skills

Analytical thinking

CRM proficiency

Education

Bachelor’s degree in business/finance/commerce

Tools

CRM systems

Online insurance portals

Job description

Company Description

BajajCapital Insurance Broking Limited (BCIBL) is a licensed insurance broker regulated by the Insurance Regulatory and Development Authority (IRDA) and has been active in the insurance broking business since 2004, serving over six lakh clients across India. The company owns and operates BajajCapitalInsurance.com, one of India's leading insurance comparison, transaction, and service portals. BCIBL offers a wide range of life and general insurance products, enabling clients to access free quotes, compare plans by features, and purchase policies online where available. The platform supports comparison of term life, health/mediclaim, car, and travel insurance, presenting quotes, hospital networks, and key benefits side by side to help customers make informed decisions.

Role Description

The Relationship Manager role is a full-time, on-site position based in Chennai. The Relationship Manager will build and maintain strong relationships with individual and corporate clients, understand their insurance needs, and recommend suitable life and general insurance solutions. Daily activities include meeting and onboarding new clients, explaining product features and benefits, assisting clients with online comparisons and policy applications, and ensuring timely follow-up on leads and renewals. The role also involves coordinating with internal teams and insurance companies on proposals, documentation, claims support, and service issues. The Relationship Manager is expected to achieve assigned business targets while maintaining high levels of customer satisfaction and adherence to regulatory and company guidelines.

Qualifications

• Candidates should possess strong client relationship management, customer service, and interpersonal skills.
• Candidates should possess sales, negotiation, and business development skills, with the ability to work towards defined targets.
• Candidates should possess communication skills, including clear verbal and written communication and effective presentation abilities.
• Candidates should possess basic analytical and problem-solving skills to understand client requirements and recommend suitable insurance solutions.
• Candidates should possess proficiency in using computer and internet-based tools, including CRM systems and online comparison portals.
• Prior experience in insurance, financial services, or banking relationship management is preferred.
• A bachelor's degree in business, finance, commerce, or a related field is desirable.
• Ability to work on-site in Chennai, with a client-focused mindset and adherence to regulatory and ethical standards.