Relationship Manager - Bancassurance

Bajaj Life Insurance Limited; Nagercoil; On-site; INR 250,000 - 550,000; Full time

Job summary

Bajaj Life Insurance Limited in India is seeking a field-based life insurance sales professional to promote and sell life insurance products through bank channel partnerships.

You will build strong relationships with bank branches, train staff to identify and generate leads, and work toward monthly, quarterly, and annual sales targets. Joint calls with bank employees will be essential to close policies.

Qualifications

• Graduate in any field (MBA or PGDM is a plus).
• 1 to 6 years of experience in life or general insurance sales.
• Prior background in bank-partnered sales or institutional channels.

Responsibilities

• Promote and sell life insurance products to bank customers.
• Build strong working relationships with bank branch managers and tellers to secure customer referrals.
• Train, motivate, and coach bank staff to identify and generate insurance leads.
• Meet or exceed assigned monthly, quarterly, and annual sales targets.
• Conduct joint sales calls with bank employees to close insurance policies.

Skills

Bank partnerships

Sales excellence

Lead generation

Coaching and training

Relationship building

Education

Graduation

MBA/PGDM a plus

Job description

Role & responsibilities

• Promote and sell life insurance products to bank customers
• Build strong working relationships with bank branch managers and tellers to secure customer referrals
• Train, motivate, and coach bank staff to identify and generate insurance leads
• Meet or exceed assigned monthly, quarterly, and annual sales targets
• Conduct joint sales calls with bank employees to close insurance policies

Preferred candidate profile

• Graduate in any field (MBA or PGDM is a plus).
• 1 to 6 years of experience in life or general insurance sales.
• Prior background in bank-partnered sales or institutional channels.