Relationship Manager

Bajaj Life Insurance Limited; Dakshin Dinajpur; On-site; INR 250,000 - 450,000; Full time

Job summary

Bajaj Life Insurance Limited is seeking a dynamic sales professional to manage relationships with existing clients, identify their financial goals, and provide tailored life insurance solutions. You will generate new business through networking, referrals, and prospecting while conducting needs analyses to propose suitable products.

Requirements include 1–3 years in bancassurance or insurance sales, strong product knowledge, and excellent communication to manage client relationships.

Qualifications

• 1–3 years of experience in bancassurance sales, BFSI sales, or insurance sales.
• Strong understanding of life insurance products and services.
• Excellent communication skills for client relationship management.
• 2-wheeler with license is mandatory.
• Immediate join / 30 days' notice period.

Responsibilities

• Manage relationships with existing clients to identify financial goals and provide insurance solutions.
• Develop new business opportunities through networking, referrals, and prospecting.
• Conduct needs analysis to recommend suitable products from our life insurance offerings.
• Ensure timely follow-ups on leads to convert them into sales.
• Collaborate with internal stakeholders to resolve customer queries and issues.

Job description

Roles and Responsibilities

• Manage relationships with existing clients to identify their financial goals and provide tailored insurance solutions.
  
• Develop new business opportunities through networking, referrals, and prospecting.
  
• Conduct needs analysis to understand client requirements and recommend suitable products from our range of life insurance offerings.
  
• Ensure timely follow-ups on leads generated by the team to convert them into sales.
  
• Collaborate with internal stakeholders to resolve customer queries and issues.
  

Desired Candidate Profile

• 1-3 years of experience in bancassurance sales, BFSI sales, or insurance sales.
  
• Strong understanding of life insurance products and services.
  
• Excellent communication skills for effective relationship management with clients.
  
• Ability to work independently with minimal supervision while meeting targets.
• 2-wheeler with license is mandatory
• immediate join / 30 days' notice period