Relationship Manager

Bajaj Life Insurance Limited; Nagercoil; On-site; INR 300,000 - 600,000; Full time

Job summary

Bajaj Life Insurance Limited is seeking a field sales professional to build strong relationships with 45 bank branches and drive insurance sales through joint field calls and customer meetings. You will promote life insurance products to bank customers, support growth via new customer acquisition and upselling, and ensure excellent service while resolving issues in collaboration with bank staff.

The role requires adherence to processes, regular performance tracking, and sharing insights with

Responsibilities

• Build strong working relationships with bank branch teams (across 45 branches) to drive insurance sales.
• Promote life insurance products to bank 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

Job description

Role & responsibilities

Build strong working relationships with bank branch teams (across 45 branches) to drive insurance sales.

Promote life insurance products to bank 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