Relationship Manager

Bajaj General Insurance; Delhi; On-site; INR 400,000 - 700,000; Full time

Job summary

Bajaj General Insurance Limited is seeking a full-time, on-site Relationship Manager to be based in Delhi. You will manage and grow a portfolio of customers, provide proactive support, and tailor Bajaj products to client needs. You will coordinate with sales, operations, and underwriting to ensure timely policy servicing and renewals.

The role emphasizes building long-term relationships, handling inquiries, resolving issues, and maintaining precise interaction histories in company systems.

Qualifications

• Proven ability to manage customer relationships and deliver proactive service.
• Strong communication, negotiation, and interpersonal skills.
• Basic knowledge of general insurance concepts; insurance/financial services experience is a plus.
• Ability to manage multiple accounts, prioritize tasks, and maintain accurate records.

Responsibilities

• Manage and grow a portfolio of customers with proactive support.
• Understand customer insurance needs and recommend Bajaj General Insurance products.
• Coordinate with internal teams for policy servicing and claims; ensure timely renewals.
• Identify cross-sell and up-sell opportunities; maintain accurate CRM records.

Skills

Client relationship

Communication

Negotiation

Interpersonal skills

CRM familiarity

Documentation

Cross-sell upsell

Multitasking

On-site presence

Education

Bachelor’s degree in business/finance/marketing or related field

Job description

Company Description

Bajaj General Insurance Limited is one of India’s leading and trusted private general insurance companies and a subsidiary of Bajaj Finserv Limited, a diversified financial services group. Over 25 years, the company has built a strong legacy, serving millions of customers through a wide advisor network, extensive hospital tie-ups, and partnerships with motor dealers across the country. Bajaj General offers a broad range of insurance solutions including motor, health, home, and specialized products such as pet, wedding, event, cyber, and rural insurance. Established in 2001, the company has expanded to nearly 1,500 towns and cities in India, ensuring accessible and customer-centric services. Guided by a “Customer-First” philosophy, Bajaj General focuses on protecting what matters most and enabling individuals, families, and businesses to live with confidence.

Role Description

This is a full-time, on-site Relationship Manager role based in Delhi, NY. The Relationship Manager will be responsible for managing and growing a portfolio of customers by providing proactive support, understanding their insurance needs, and recommending suitable Bajaj General Insurance products. Daily activities include handling customer inquiries, resolving service issues, coordinating with internal teams for policy servicing and claims, and ensuring timely renewals and policy updates. The role also involves building strong long-term relationships, identifying cross-sell and up-sell opportunities, and maintaining accurate records of customer interactions in company systems. The Relationship Manager will collaborate closely with sales, operations, and underwriting teams to deliver a seamless and positive customer experience.

Qualifications

• Strong customer relationship management and client service skills, with the ability to understand and address customer needs effectively.
• Proficiency in communication, negotiation, and interpersonal skills to engage with diverse customer segments and internal stakeholders.
• Basic knowledge of general insurance products and concepts; prior experience in insurance or financial services is an advantage.
• Ability to manage multiple accounts, prioritize tasks, and maintain accurate documentation and follow-up records.
• Comfort with using CRM tools, office productivity software, and digital platforms for customer engagement and reporting.
• Bachelor’s degree in business, finance, marketing, or a related field, or equivalent practical experience.
• Demonstrated problem-solving mindset, attention to detail, and commitment to a customer-first approach.
• Willingness to work on-site in Delhi, NY and collaborate closely with cross-functional teams.