Relationship Manager

Bajaj Life; Jabalpur; On-site; INR 315,000 - 385,000; Full time

Benefits offered by this job

Restaurant d'entreprise

Indemnités de stage/alternance

Job summary

The Relationship Manager is a full-time, on-site role based in the Greater Jabalpur Area, responsible for managing and growing a portfolio of customers for Bajaj Life Insurance. In this role, the Relationship Manager will engage with existing and potential customers, understand their financial protection and investment needs, and recommend suitable life insurance and investment solutions.

Day-to-day responsibilities include conducting customer meetings, providing product explanations and benefit

Qualifications

• Graduate with strong relationship management and sales focus.
• Good understanding of financial products and advisory basics.
• Experience using CRM tools and digital platforms for customer interaction.

Responsibilities

• Meet with existing and potential customers to understand protection and investment needs.
• Explain products, perform benefit illustrations, and handle queries.
• Follow up to support policy issuance and renewals and maintain CRM records.
• Collaborate with branch teams and distribution partners to grow the portfolio.
• Work toward sales targets while ensuring regulatory and company compliance.

Skills

Relationship management

Sales and negotiation

Communication skills

Financial concepts

Digital tools familiarity

Cross-functional collaboration

Time management

Education

Bachelor's degree in Business, Commerce, Finance, or a related field

Tools

CRM systems

Job description

Locations- Dindori, Mandala, Betul, Balaghat

CTC- upto 3,50,000/-

Company Description Bajaj Life Insurance is one of India’s fastest-growing life insurance companies, offering a broad portfolio of solutions, including ULIPs, term insurance, retirement, and child plans to support long-term financial security and life goals. With over 3.47 crore policyholders, ₹1.34 lakh crores in assets under management, a 99.33% claim settlement ratio, and a 266% solvency margin, the company emphasizes reliability, customer trust, and financial strength. Its innovative products, such as India’s first term plan for diabetics and dedicated solutions for women, reflect a commitment to inclusive protection and wealth creation. Bajaj Life combines a wide distribution network of branches, consultants, and banking partners with strong digital capabilities, including WhatsApp-based services, to provide convenient customer-first experiences. The organization fosters an innovative, collaborative culture for over 27,000 employees and has been consistently recognized with major industry and employe

r awards.

Locations- Dindori, Mandala, Betul, Balaghat

CTC- upto 3,50,000/-

Company Description Bajaj Life Insurance is one of India’s fastest-growing life insurance companies, offering a broad portfolio of solutions, including ULIPs, term insurance, retirement, and child plans to support long-term financial security and life goals. With over 3.47 crore policyholders, ₹1.34 lakh crores in assets under management, a 99.33% claim settlement ratio, and a 266% solvency margin, the company emphasizes reliability, customer trust, and financial strength. Its innovative products, such as India’s first term plan for diabetics and dedicated solutions for women, reflect a commitment to inclusive protection and wealth creation. Bajaj Life combines a wide distribution network of branches, consultants, and banking partners with strong digital capabilities, including WhatsApp-based services, to provide convenient customer-first experiences. The organization fosters an innovative, collaborative culture for over 27,000 employees and has been consistently recognized with major industry and employe

r awards.

Role Description

The Relationship Manager is a full-time, on-site role based in the Greater Jabalpur Area, responsible for managing and growing a portfolio of customers for Bajaj Life Insurance. In this role, the Relationship Manager will engage with existing and potential customers, understand their financial protection and investment needs, and recommend suitable life insurance and investment solutions. Day-to-day responsibilities include conducting customer meetings, providing product explanations and benefit illustrations, handling queries, and ensuring timely follow-up to support policy issuance and renewals. The Relationship Manager will collaborate with branch teams and distribution partners, maintain accurate records in CRM tools, and adhere to regulatory and company compliance standards. The role also involves working towards sales and service targets, enhancing customer satisfaction, and contributing to the overall business growth of the region.

Qualifications Graduate and above

• Strong relationship management, client servicing, and customer support skills, with the ability to build trust and long-term engagement.
• Sales and negotiation capabilities, including prospecting, lead conversion, and achieving individual and team targets.
• Effective communication and interpersonal skills, with proficiency in explaining financial products in clear, simple language.
• Basic financial and insurance domain understanding, including life insurance concepts, investment planning, and regulatory awareness.
• Comfort with digital tools and CRM systems, along with the ability to use online platforms and mobile applications for customer interaction.
• Bachelor’s degree in Business, Commerce, Finance, or a related field; relevant certifications in insurance or financial services are an advantage.
• Prior experience in banking, insurance, or financial services sales is preferred, especially in customer-facing roles.
• Ability to work in a target-driven environment, manage time effectively, and collaborate with cross-functional teams at the branch level.