Sales relationship manager bajaj life direct channel

Bajaj Life; Dadri; On-site; INR 600,000 - 900,000; Full time

Job summary

Bajaj Life Direct Channel in Noida is seeking a Sales Relationship Manager to build and nurture customer relationships, handling inbound and outbound leads and guiding prospects through the full sales cycle for Bajaj Life products.

You will coordinate with internal teams for policy issuance, track sales metrics, ensure compliance, and pursue cross-sell and up-sell opportunities to drive growth in a fast-paced, target-driven environment.

Qualifications

• Bachelor's degree in business or related field, preferred
• Experience in life insurance or financial services is preferred but not mandatory
• Strong sales and relationship management skills
• Ability to explain product features simply and accurately

Responsibilities

• Manage inbound and outbound leads from the direct channel
• Guide prospects through the full sales cycle for Bajaj Life products
• Coordinate with internal teams for policy issuance and smooth onboarding
• Track sales performance metrics and adhere to compliance guidelines
• Follow up with existing customers for cross-sell and up-sell opportunities, supporting retention and growth

Skills

Sales experience

Relationship management

CRM proficiency

Communication skills

Time management

Ethical standards

Policy knowledge

Education

Bachelor's degree in business, finance, marketing

Tools

CRM systems

MS Office

Lead management platforms

Job description

Company Description

Bajaj Life Insurance is one of India's fastest-growing life insurers, offering a comprehensive portfolio of solutions including ULIPs, term plans, retirement, and child policies to help customers achieve long-term financial security. With over 3.47 crore policyholders, a strong AUM of ₹1.34 lakh crores, a 99.33% claim settlement ratio, and a 266% solvency margin, the company demonstrates financial strength and reliability. Bajaj Life leverages digital platforms, such as its WhatsApp Conversational Platform and award-winning Smart Assist, to provide convenient, customer-first service. A wide distribution network of 598 branches, over 1.61 lakh insurance consultants, and leading bank partnerships ensures broad access across India. The organization fosters an innovative, collaborative culture for its 27K+ employees and has been consistently recognized as a great employer and leading brand.

Role Description

The Sales Relationship Manager - Bajaj Life Direct Channel is a full-time, on-site role based in Noida. The position is responsible for managing and nurturing customer relationships, handling inbound and outbound leads from the direct channel, and guiding prospects through the full sales cycle for Bajaj Life products. Day-to-day activities include understanding customer needs, recommending appropriate life insurance solutions, explaining product features and benefits, and ensuring timely closure of sales while maintaining high service standards. The role also involves coordinating with internal teams for smooth policy issuance, tracking sales performance metrics, and adhering to compliance and regulatory guidelines. The Sales Relationship Manager is expected to proactively follow up with existing customers for cross-sell and up-sell opportunities, support retention initiatives, and contribute to overall business growth.

Qualifications

• Strong sales and relationship management skills, with the ability to understand customer needs, build trust, and convert leads into long-term policyholders.
• Proficiency in communication and interpersonal skills, including clear verbal and written communication, active listening, and professional customer interaction.
• Solid understanding of life insurance products, basic financial concepts, and the ability to explain product features, benefits, and terms in a simple and accurate manner.
• Competence in using CRM systems, MS Office tools, and digital platforms for lead management, customer follow-up, and tracking sales performance.
• Strong organizational and time-management skills, with the ability to handle multiple leads, prioritize tasks, and meet individual and team sales targets.
• Ability to work effectively in a fast-paced, target-driven environment, collaborate with cross-functional teams, and maintain high ethical and compliance standards.
• Bachelor's degree in business, finance, marketing, or a related field; prior experience in life insurance or financial services sales is preferred but not mandatory.