Relationship Manager (India)

Relationship Manager (India)

31 Jul
|
Bajaj Life
|
India

31 Jul

Bajaj Life

India

Company Description Bajaj Life Insurance is one of India’s fastest-growing life insurance providers, offering diverse products such as ULIPs, term plans, retirement, and child policies to support long-term financial security. With over 3.47 crore policyholders, a robust asset base and strong claim settlement and solvency metrics, the company focuses on financial protection, disciplined wealth creation, and peace of mind. Its customer-first approach is supported by an extensive distribution network of branches, insurance consultants, leading bank partnerships, and convenient digital services, including WhatsApp-based support.

Bajaj

Life promotes an innovative, collaborative culture for its 27,000+ employees and has been recognized with multiple awards, including World’s Digital Insurance Award 2025 and repeated Best Employer India honors. The organization continues to strengthen its brand as a trusted, technology-driven insurer for individuals and families across India.

Role Description This full-time, on-site Relationship Manager role is based in the Pune/Pimpri-Chinchwad area for Broking Channel.

The Relationship

Manager is responsible for building and maintaining robust, long-term relationships with channel partners & customers, understanding their financial protection and investment needs, and recommending suitable Bajaj Life products and solutions. Daily activities include meeting existing and prospective channel partners, explaining policy features and benefits, providing timely support on service requests, and ensuring high levels of customer satisfaction and retention.



The role involves coordinating with internal teams and distribution partners, tracking sales targets, preparing proposals and documentation, and adhering to regulatory and company compliance standards.

The Relationship

Manager is also expected to monitor market trends, share product feedback, and contribute to business growth through effective cross-selling and upselling of insurance offerings.

Qualifications Strong customer relationship management and client servicing skills, with the ability to understand customer needs and build long-term trust.

Sales and negotiation skills, including experience in consultative selling, cross-selling, and achieving or exceeding business targets.

Excellent communication and interpersonal skills, with proficiency in clear verbal and written communication and active listening.

Basic financial and insurance domain understanding, including familiarity with life insurance concepts, investment planning, and regulatory guidelines.

Proficiency in using digital tools and CRM systems for customer follow-ups, documentation, and reporting; comfort with WhatsApp and online platforms.

Ability to work on-site in the Pune/Pimpri-Chinchwad area, manage multiple channel partners, and prioritize tasks in a fast-paced environment.

Bachelor’s degree in business, finance, commerce, or a related field; prior experience in insurance, banking, or financial services is preferred.

High level of integrity, customer-centric mindset, and a proactive, goal-oriented approach to contributing to team and organizational growth.

📌 Relationship Manager (India)
🏢 Bajaj Life
📍 India

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