Relationship Manager

Bajaj Life Insurance Limited; Rampurhat; On-site; INR 200,000 - 300,000; Full time

Job summary

Bajaj Life Insurance Limited is seeking a sales professional in Rampurhat to build and manage client relationships, identify financial goals, and offer suitable life insurance solutions. The role emphasizes networking, prospecting, and timely follow-up to drive sales.

The candidate should have 1-3 years of bancassurance or BFSI sales experience, strong product knowledge, excellent communication, and a valid two-wheeler license for on-site client visits.

Qualifications

• 1-3 years of experience in bancassurance sales, BFSI sales, or insurance sales.
• Strong understanding of life insurance products and services offered by different companies.
• Excellent communication skills for effective relationship management with clients.
• Ability to work independently with minimal supervision while meeting targets set by the organization.
• 2 Wheeler with license mandatory
• Immediate join / 30 Days' notice period

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 life 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 customer issues and improve overall service delivery.

Skills

Bancassurance sales

BFSI sales

Life insurance products

Communication skills

Target driven

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 life 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 customer issues and improve overall service delivery.
  

Desired Candidate Profile

• 1-3 years of experience in bancassurance sales, BFSI sales, or insurance sales.
  
• Strong understanding of life insurance products and services offered by different companies.
  
• Excellent communication skills for effective relationship management with clients.
  
• Ability to work independently with minimal supervision while meeting targets set by the organization.
• 2 Wheller with license mandatory
• Immediate join / 30 Days' notice period