Relationship Manager

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

Job summary

Bajaj Life Insurance Limited is seeking a proactive sales professional to manage client relationships, assess financial needs, and offer tailored life insurance solutions. You will generate new business via networking, referrals, and prospecting, while ensuring smooth policy servicing and timely applications and claims.

Ideal candidates have 1-3 years of bancassurance/BFSI experience, deep product knowledge, and strong negotiation skills.

Qualifications

• 1-3 years of bancassurance sales or BFSI experience.
• Strong knowledge of life insurance products and services.
• Excellent relationship management and client trust building.
• Proven sales target achievement and negotiation skills.
• Two-wheeler with license is mandatory.
• Immediate joining or 30 days' notice period.

Responsibilities

• Manage relationships with existing clients to identify financial goals and tailor insurance solutions.
• Develop new business opportunities through networking and referrals.
• Conduct needs analysis and recommend appropriate life insurance products.
• Ensure timely processing of applications, policy issuance, and claims.
• Collaborate with internal teams to resolve policy servicing issues.

Skills

Bancassurance sales

Life insurance products

Relationship management

Negotiation

Two-wheeler license

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 appropriate products from our range of life insurance offerings.
• Ensure timely processing of applications, policy issuance, and claims settlement while maintaining high levels of customer satisfaction.
• Collaborate with internal teams (e.g., underwriting, operations) to resolve issues related to policy servicing.

Desired Candidate Profile

• 1-3 years of experience in bancassurance sales or similar roles within the BFSI industry.
• Strong understanding of life insurance products and services; ability to communicate complex concepts effectively.
• Excellent relationship management skills; ability to build trust with clients at all levels.
• Proven track record of meeting sales targets; strong negotiation skills for closing deals.
• 2-wheeler with license mandatory
• immediate join/ 30 days' notice period