Relationship Manager

Bajaj Life Insurance Limited; Paschim Bardhaman; On-site; INR 300,000 - 540,000; Full time

Job summary

Bajaj Life Insurance Limited in West Bengal is seeking a driven sales professional to manage client relationships and identify financial goals, offering tailored life insurance solutions. You will develop new business through networking, conduct needs analysis, and collaborate with underwriting to resolve client issues, with immediate joining and 30 days notice.

Candidates with 1–3 years in bancassurance or BFSI sales, the ability to communicate benefits clearly, and a valid two-wheeler license

Qualifications

• 1–3 years of bancassurance sales, BFSI sales, or insurance sales experience.

Responsibilities

• Manage relationships with existing clients to identify 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 various insurers.
• Ensure timely follow-ups on leads generated by the team to convert them into sales.
• Collaborate with internal teams (e.g., underwriting) to resolve client issues and improve customer satisfaction.

Skills

Build client relationships

Life insurance knowledge

Two-wheeler license

Independent and team player

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 various insurance companies.
  


• Ensure timely follow-ups on leads generated by the team to convert them into sales.
  


• Collaborate with internal teams (e.g., underwriting) to resolve client issues and improve overall customer satisfaction.
  

Desired Candidate Profile

• 1-3 years of experience in bancassurance sales, BFSI sales, or insurance sales.
  


• Strong understanding of life insurance products and ability to communicate effectively about their benefits.
  


• Excellent relationship management skills with a focus on building long-term partnerships with clients.
  


• Ability to work independently as well as part of a team towards achieving common goals.


• 2-wheeler with license mandatory


• Immediate join / 30 days' notice Period