Relationship Manager

Bajaj Life Insurance Limited; Dadri; On-site; INR 300,000 - 540,000; Full time

Job summary

Bajaj Life Insurance Limited in Uttar Pradesh seeks a sales professional to achieve life insurance targets, generate business from branches and leads, and drive protection, savings, and investment sales.

The role emphasizes relationship management, branch visits, customer needs analysis, and timely servicing while maintaining high satisfaction and compliant processes.

Qualifications

• Graduate in any discipline.
• 0-3 years of experience in Life Insurance, Banking, BFSI, or Financial Services sales.
• Good communication and relationship management skills.
• Sales-oriented mindset with a customer-first approach.
• Knowledge of life insurance products and regulatory guidelines preferred.

Responsibilities

• Achieve assigned life insurance sales targets through the AVC channel.
• Generate business from allocated partner branches and customer leads.
• Drive protection, savings, and investment product sales as per business requirements.
• Build and maintain strong relationships with branch staff, channel partners, and customers.
• Conduct regular branch visits to increase product visibility and sales engagement.
• Ensure high partner satisfaction and long‑term business association.
• Identify potential customers through branch references and customer databases.
• Conduct need-based financial planning discussions and recommend suitable insurance solutions.
• Convert qualified leads into business while maintaining quality standards.
• Provide prompt support to customers regarding policy issuance, servicing, and claims guidance.
• Maintain high customer satisfaction and retention levels.
• Ensure timely resolution of customer concerns.
• Prepare daily activity reports and sales updates.
• Track sales pipeline, lead status, and business conversion ratios.
• Provide accurate forecasts and business plans to reporting managers.
• Follow all IRDAI guidelines and company policies.
• Ensure documentation quality and compliance standards are maintained.
• Adhere to sales governance and risk management practices.

Skills

Relationship Management

Sales & Business Development

Customer Acquisition

Lead Management

Cross-selling

Upselling

Negotiation

Influencing Skills

Communication

Presentation Skills

Problem Solving

Customer Service

Sales Orientation

Education

Graduate in any discipline

Job description

Sales Generation

• Achieve assigned life insurance sales targets through the AVC channel.
• Generate business from allocated partner branches and customer leads.
• Drive protection, savings, and investment product sales as per business requirements.

Relationship Management

• Build and maintain strong relationships with branch staff, channel partners, and customers.
• Conduct regular branch visits to increase product visibility and sales engagement.
• Ensure high partner satisfaction and long‑term business association.

Lead Conversion

• Identify potential customers through branch references and customer databases.
• Conduct need-based financial planning discussions and recommend suitable insurance solutions.
• Convert qualified leads into business while maintaining quality standards..

Customer Service

• Provide prompt support to customers regarding policy issuance, servicing, and claims guidance.
• Maintain high customer satisfaction and retention levels.
• Ensure timely resolution of customer concerns.

Business Planning & Reporting

• Prepare daily activity reports and sales updates.
• Track sales pipeline, lead status, and business conversion ratios.
• Provide accurate forecasts and business plans to reporting managers.

Compliance & Process Adherence

• Follow all IRDAI guidelines and company policies.
• Ensure documentation quality and compliance standards are maintained.
• Adhere to sales governance and risk management practices.

Eligibility Criteria

• Graduate in any discipline.
• 0-3 years of experience in Life Insurance, Banking, BFSI, or Financial Services sales.
• Good communication and relationship management skills.
• Sales-oriented mindset with a customer-first approach.
• Knowledge of life insurance products and regulatory guidelines preferred.

Key Skills

• Relationship Management
• Sales & Business Development
• Customer Acquisition
• Lead Management
• Cross-selling & Upselling
• Negotiation & Influencing Skills
• Communication & Presentation Skills
• Problem Solving & Customer Service

KPI / Performance Metrics

• Monthly Premium Achievement
• Case Count & Conversion Ratio
• Productivity per Branch
• Active Branch Coverage
• Customer Retention
• Partner Engagement Score
• Compliance & Documentation Quality