Relationship Manager

Bajaj Life Insurance Limited; Ludhiana, Khanna, Firozpur; Sur place; INR 300 000 - 520 000; Plein temps

Résumé du poste

Bajaj Life Insurance Limited in Ludhiana is seeking a field sales professional to promote life insurance products through joint field calls and meetings. You will work with bank partners to acquire new customers and upsell to existing clients while ensuring top‑notch service delivery.

You will coordinate with bank staff for product training sessions, track sales performance, and provide insights to your manager.

Responsabilités

• Promote life insurance products through joint field calls and meetings.
• Acquire new customers and upsell to existing clients.
• Ensure service delivery and assist in retention and resolution.
• Train bank staff and provide product knowledge sessions.
• Track sales performance, generate reports, and share insights with your manager regularly.
• Follow company processes and regulatory guidelines in all business practices.
• Interact with High Net-Worth Individuals (HNIs) and provide them with tailored financial solutions.
• Maintain high satisfaction levels among bank partners and customers.

Description du poste

• Promote life insurance products to customers through joint field calls and customer meetings.
• Support business growth through new customer acquisition and upselling to existing clients.
• Ensure excellent service delivery and assist in customer retention and problem resolution.
• Collaborate with bank staff to conduct training and product knowledge sessions.
• Track sales performance, generate reports, and share insights with your manager regularly.
• Ensure adherence to company processes and regulatory guidelines in all business practices.
• Interact with High Net-Worth Individuals (HNIs) and provide them with tailored financial solutions.
• Maintain high satisfaction levels among bank partners and customers.