Bajaj Life Insurance Limited

JOB DESCRIPTION

Function/ Department

Nature of Job

Institutional Business (Bancassurance Channel)

Sales

Role Title • Relationship Manager Sales Trainee

- Senior Relationship Manager – MT

JOB PURPOSE:

Summarize in one statement why the job exists; and how it contributes to the overall objective of the company.

Skills & Knowledge

(Minimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this

job and not the incumbent)

PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job)

To drive insurance business through a key bank partnership by managing sales, operations, and relationships across

multiple branches, ensuring high performance, compliance, and customer satisfaction.

As a Relationship Manager, you will be part of a high-performing team managing our partnership with leading and

prestigious banks. This role offers you the opportunity to learn, grow, and contribute to key business outcomes from

Day 1.

Key Responsibilities:

Build strong working relationships with bank branch teams (across 4–5 branches) to drive insurance sales.

Promote life insurance products to bank customers through joint field calls and customer meetings.

Support business growth through new customer acquisition and upselling to existing clients.





Ensure excellent service delivery and assist in customer retention and problem resolution.

Collaborate with bank staff to conduct training and product knowledge sessions.

Track sales performance, generate reports, and share insights with your manager regularly.

Ensure adherence to company processes and regulatory guidelines in all business practices.

Interact with High Net-Worth Individuals (HNIs) and provide them with tailored financial solutions.

Maintain high satisfaction levels among bank partners and customers.

What You’ll Gain:

Hands-on experience in relationship management and sales.

Exposure to banking and insurance collaboration models.

Opportunities to interact with senior professionals and HNI clients.

Fast-track learning in financial services with mentoring support.

Master’s /Graduation in business administration or in any stream.

Communication in English, Hindi & other Regional Language

Keen to work in a highly competitive workplace.

Right attitude & never – say- die mind-set.

Effective planning, time management and organizational skills

Demonstrated ability to understand customer/partner issues and navigate to an appropriate resolution leveraging

business knowledge and technical aptitude.

Role & responsibilities

Preferred candidate profile

Perks and benefits

📌 Relationship Manager (West Bengal)
🏢 Bajaj Life Insurance
📍 West Bengal