Senior Relationship Manager

BajajCapital Insurance Broking Ltd.; Chennai District; On-site; INR 900,000 - 1,200,000; Full time

Job summary

Bajaj Capital Insurance Broking Limited in Chennai (on-site) invites applications for a Senior Relationship Manager to manage and grow a portfolio of clients by understanding their insurance needs and recommending life and general insurance products.

You will build long-term relationships, coordinate with internal teams for policy issuance, renewals, and claims support, meet sales targets, and stay updated on product features, regulatory changes, and competitive offerings.

Qualifications

• Strong client relationship management and service orientation.
• Proven track record in sales or business development within financial services or insurance.
• Knowledge of life and general insurance products and their features.
• Excellent English communication; local language knowledge is a plus.

Responsibilities

• Manage and grow a client portfolio through BajajCapitalInsurance.com and offline channels.
• Meet sales and service targets; prepare client proposals.
• Maintain accurate CRM records and coordinate policy issuance, renewals, and claims support.
• Stay updated on product features, regulatory changes, and competitive offerings.

Skills

Client relationship management

Sales & business development

Insurance product knowledge

English communication

Analytical thinking

CRM & digital tools

Education

Bachelor’s degree in business/finance/insurance

Insurance or financial advisory certifications

Tools

CRM systems

Policy comparison platforms

Job description

Company Description

Bajaj Capital Insurance Broking Limited (BCIBL) is a licensed insurance broker regulated by the Insurance Regulatory and Development Authority of India (IRDA) and has been serving clients since 2004. The company operates BajajCapitalInsurance.com, one of India’s leading insurance comparison, transaction, and service portals. BCIBL offers a wide range of life and general insurance products, enabling customers to obtain free quotes, compare plans, and purchase policies online where available. Through its platform, the company helps customers evaluate term life, health or mediclaim, car, and travel insurance plans by presenting quotes, hospital networks, and key benefits side by side. BCIBL has served over six lakh clients and continues to focus on transparent, customer-centric insurance solutions.

Role Description

The Senior Relationship Manager role is a full-time, on-site position based in Chennai. The Senior Relationship Manager will manage and grow a portfolio of clients by understanding their insurance needs, recommending suitable life and general insurance products, and ensuring a smooth buying experience through BajajCapitalInsurance.com and offline channels. Day-to-day responsibilities include building long-term client relationships, conducting regular follow-ups, resolving queries, and coordinating with internal teams to ensure timely policy issuance, renewals, and claims support. The role involves meeting sales and service targets, preparing client proposals, maintaining accurate records in CRM systems, and staying updated on product features, regulatory changes, and competitive offerings. The Senior Relationship Manager will also support business development initiatives, participate in customer outreach campaigns, and uphold high standards of compliance and ethical conduct.

Qualifications

• Strong client relationship management skills, including the ability to build trust, handle objections, and deliver high-quality customer service.
• Sales and business development capabilities, with experience in achieving targets in financial services or insurance preferred.
• Knowledge of life and general insurance products, with the ability to explain features, benefits, and exclusions clearly.
• Effective communication and interpersonal skills, including proficiency in spoken and written English; local language fluency is an advantage.
• Good analytical and problem-solving skills to assess client needs and recommend appropriate solutions.
• Comfort using digital tools, CRM systems, and online platforms for policy comparison, documentation, and reporting.
• Bachelor’s degree in business, finance, insurance, or a related field; relevant certifications in insurance or financial advisory are an added advantage.
• Prior experience in insurance broking, banking, or financial advisory roles is preferred.
• Ability to work in a fast-paced environment, manage multiple client engagements, and maintain high ethical and compliance standards.