Senior Relationship Manager

Bajaj Life Insurance Limited; Puri; On-site; INR 350,000 - 550,000; Full time

Job summary

Bajaj Life Insurance Limited in India is seeking a bancassurance sales professional with 1–3 years of experience to build client relationships and drive growth.

You will collaborate with bank partners, identify cross-sell opportunities, and maintain records. A valid two-wheeler license and willingness to join immediately or on short notice are required.

This role emphasizes independence, target achievement, and a dynamic BFSI environment.

Qualifications

• 1-3 years of experience in bancassurance sales or BFSI.
• Strong understanding of life insurance industry trends and regulations.
• Excellent communication, negotiation, and relationship-building skills.
• Ability to work independently with minimal supervision while meeting targets.
• 2-wheeler with license mandatory.
• Immediate join/ 30-day notice period.

Responsibilities

• Manage relationships with existing clients to identify their financial goals and provide tailored solutions.
• Develop new business opportunities through referrals, networking, and market research.
• Collaborate with internal teams to ensure seamless delivery of services to customers.
• Identify cross-selling opportunities for life insurance products within the bank's customer base.
• Maintain accurate records of client interactions, sales activities, and performance metrics.

Skills

Communication

Negotiation

Relationship-building

Self-motivation

Target oriented

Job description

Roles and Responsibilities

• Manage relationships with existing clients to identify their financial goals and provide tailored solutions.
  
• Develop new business opportunities through referrals, networking, and market research.
  
• Collaborate with internal teams to ensure seamless delivery of services to customers.
  
• Identify cross-selling opportunities for life insurance products within the bank's customer base.
  
• Maintain accurate records of client interactions, sales activities, and performance metrics.
  

Desired Candidate Profile

• 1-3 years of experience in bancassurance sales or related field (BFSI).
  
• Strong understanding of life insurance industry trends and regulations.
  
• Excellent communication, negotiation, and relationship-building skills.
  
• Ability to work independently with minimal supervision while meeting targets.
• 2-wheeler with license mandatory
• immediate join/ 30-day notice period