Relationship Manager

Bajaj Life; Vadodara; On-site; INR 400,000 - 600,000; Full time

Job summary

Bajaj Life Insurance in Vadodara seeks a dedicated Relationship Manager to grow a client portfolio, assess financial needs, and offer Bajaj Life products with superior service.

You will handle policy issuance, renewals, and claims support, coordinate with branches, and maintain records. A customer-centric approach and field collaboration are essential for sustained growth.

Qualifications

• Customer relationship and service skills, including ability to build trust, understand customer needs, and provide responsive support.
• Sales and business development capabilities, such as prospecting, lead nurturing, and achieving targets in financial services or insurance.
• Communication and interpersonal skills, including clear verbal and written communication and confident client-facing interaction.
• Basic financial and insurance knowledge, with the ability to explain life insurance, investment concepts, and product features in simple terms.
• Organizational and documentation skills, including accurate record-keeping, follow-up management, and attention to detail.
• Comfort working with digital tools and CRM systems, and openness to using technology-enabled platforms to serve customers.
• Bachelor's degree in any discipline; a degree in finance, business, or related fields is an advantage.
• Prior experience in life insurance, banking, or financial services relationship management is preferred but not mandatory.
• Ability to work from the Vadodara branch full time and collaborate effectively with branch staff and consultants.

Responsibilities

• Manage and grow a customer portfolio by understanding insurance and investment needs and recommending Bajaj Life products.
• Meet prospective and existing customers; conduct financial needs assessments and explain product features and benefits.
• Assist with policy issuance, renewals, and claims-related support; coordinate with branch teams and distribution partners.
• Maintain accurate records and reports; achieve sales and customer retention targets.
• Uphold regulatory and company compliance standards while building long-term, trust-based relationships.

Skills

Customer relationship

Sales & business development

Communication

Financial concepts

Documentation

CRM tooling

Digital tools

Education

Bachelor's degree in any discipline

Finance/Business degree advantageous

Tools

CRM systems

Job description

Company Description

Bajaj Life Insurance is one of India's fastest-growing life insurance companies, offering a broad portfolio of products including ULIPs, term plans, retirement solutions, and child policies to support long-term financial security. With over 3.47 crore policyholders, strong assets under management, a high claim settlement ratio, and robust solvency, the company focuses on financial protection, wealth creation, and peace of mind. Its innovative products, such as specialized term plans and flexible income solutions, are complemented by a convenient WhatsApp service platform and extensive branch and partner networks. Bajaj Life fosters an innovative, collaborative culture for more than 27,000 employees and has been recognized with multiple employer and digital innovation awards. The organization continues to invest in technology, customer-first service, and professional growth opportunities for its workforce.

Role Description

This full-time, on-site Relationship Manager role is based at the Bajaj Life office in Vadodara. The Relationship Manager is responsible for managing and growing a portfolio of customers by understanding their insurance and investment needs, recommending suitable Bajaj Life products, and ensuring high levels of service and satisfaction. Daily activities include meeting prospective and existing customers, conducting financial needs assessments, explaining product features and benefits, and assisting with policy issuance, renewals, and claims-related support. The role also involves coordinating with branch teams and distribution partners, maintaining accurate records and reports, and achieving assigned sales and customer retention targets. The Relationship Manager is expected to uphold regulatory and company compliance standards while building long-term, trust-based relationships.

Qualifications

• Customer relationship and service skills, including the ability to build trust, understand customer needs, and provide responsive support.
• Sales and business development capabilities, such as prospecting, lead nurturing, and achieving targets in financial services or insurance.
• Communication and interpersonal skills, including clear verbal and written communication and confident client-facing interaction.
• Basic financial and insurance knowledge, with the ability to explain life insurance, investment concepts, and product features in simple terms.
• Organizational and documentation skills, including accurate record-keeping, follow-up management, and attention to detail.
• Comfort working with digital tools and CRM systems, and openness to using technology-enabled platforms to serve customers.
• Bachelor's degree in any discipline; a degree in finance, business, or related fields is an advantage.
• Prior experience in life insurance, banking, or financial services relationship management is preferred but not mandatory.
• Ability to work from the Vadodara branch full time and collaborate effectively with branch staff and consultants.