Senior Relationship Manager

Bajaj Life Insurance Limited; Bardhaman; On-site; INR 300,000 - 600,000; Full time

Job summary

Bajaj Life Insurance Limited in India is seeking a field sales professional to manage relationships with existing clients and identify financial goals, offering tailored insurance solutions and cross-selling from multiple providers. You will develop new business through referrals, networking, and prospecting, conduct needs analysis, ensure timely follow-ups, and maintain accurate records of interactions and sales performance.

A two-wheeler with license is mandatory.

Qualifications

• 1-3 years of experience in bancassurance sales or related field (BFSI).
• 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 referrals, networking, and prospecting.
• Conduct needs analysis to understand client requirements and recommend suitable products from various companies.
• Ensure timely follow-ups on leads generated by the team to convert them into sales.
• Maintain accurate records of client interactions, transactions, and sales performance.

Skills

Communication skills

Independent worker

Target-driven

Relationship management

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 referrals, networking, and prospecting.
• Conduct needs analysis to understand client requirements and recommend suitable products from various companies.
• Ensure timely follow-ups on leads generated by the team to convert them into sales.
• Maintain accurate records of client interactions, transactions, and sales performance.

Desired Candidate Profile

• 1-3 years of experience in bancassurance sales or related field (BFSI).
• 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.