Relationship Manager

Bajaj Life Insurance Limited; Siliguri; On-site; INR 250,000 - 400,000; Full time

Job summary

Bajaj Life Insurance Limited is seeking a sales professional in BFSI to manage existing client relationships and identify financial goals with tailored insurance solutions. You will also identify new business opportunities and work toward sales targets through bancassurance channels.

The role requires strong communication, the ability to work independently and in a team, and a valid two-wheeler license. Immediate joiner or 30 days' notice period is preferred.

Qualifications

• 1–3 years of BFSI sales experience (bancassurance sales).
• Understanding of banking industry trends, products and services.
• Excellent communication for client relationship-building.
• Ability to work independently and as part of a team.
• Two-wheeler license mandatory.
• Immediate joiner or 30 days' notice period.

Responsibilities

• Manage relationships with existing clients to identify financial goals and tailor insurance solutions.
• Develop new business opportunities by identifying potential customers and building relationships.
• Meet sales targets including cross-selling life insurance products through bancassurance channels.
• Provide excellent customer service to ensure high levels of client satisfaction and retention.
• Collaborate with internal teams to resolve client issues and improve relationship management.

Skills

Relationship-building

Communication skills

Independent worker

Team player

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 by identifying potential customers and building relationships with them.
• Meet sales targets set by the company, including cross-selling life insurance products through bancassurance channels.
• Provide excellent customer service to ensure high levels of client satisfaction and retention.
• Collaborate with internal teams to resolve client issues and improve overall relationship management.

Desired Candidate Profile

• 1-3 years of experience in BFSI sales or related field (bancassurance sales).
• Strong understanding of banking industry trends, products, and services.
• Excellent communication skills for effective relationship-building with clients.
• Ability to work independently as well as part of a team towards achieving shared goals.
• 2-wheeler with license mandatory.
• Immediate joiner/ 30 days' notice period