Company Description Bajaj Life Insurance is one of India’s fastest-growing life insurers, offering diverse solutions such as ULIPs, term plans, retirement, and child policies to support long-term financial goals. With over 3.47 crore policyholders, a strong AUM of ₹1.34 lakh crores, a 99.33% claim settlement ratio, and a 266% solvency margin, the company demonstrates financial stability and reliability.

Bajaj

Life provides innovative products, including specialized plans for women and people with diabetes, and leverages digital platforms like WhatsApp for convenient customer service. A robust distribution network of 598 branches, more than 1.61 lakh insurance consultants, and partnerships with leading banks ensures broad access and customer-first service. The organization fosters an innovative, collaborative culture for 27K+ employees and is consistently recognized as a top employer and digital insurance leader.

Role Description The Relationship Manager for the PFS (Personal Finance Services) channel – self-sourcing, is a full-time, on-site role based in Noida. In this role, the individual is responsible for generating business through self-sourced leads, engaging directly with prospective and existing customers to understand their insurance and investment needs, and recommending suitable Bajaj Life products.

Day-to-day activities include meeting sales and activation targets, conducting customer meetings and financial needs assessments, explaining policy features and advantages, and ensuring timely completion of proposal documentation and onboarding.

The Relationship





Manager collaborates with internal teams to resolve customer queries, maintains accurate records in CRM systems, and follows all regulatory and company compliance guidelines. The role also involves continuous market mapping, building long-term relationships with customers, and promoting cross-sell and upsell opportunities within the PFS portfolio.

Qualifications

- Candidates should possess strong sales and business development skills, including lead generation, pipeline management, and achieving defined targets in financial or insurance products.
- Candidates should possess customer relationship and service skills, such as consultative selling, needs-based conversations, handling queries, and ensuring high levels of customer satisfaction.
- Candidates should possess communication and interpersonal skills, including clear verbal and written communication, presentation abilities, and active listening in diverse customer interactions.
- Candidates should possess planning and organizational skills, including time management, territory planning, documentation accuracy, and disciplined follow-up on leads and renewals.
- Candidates should possess basic financial acumen, with an understanding of life insurance, investment concepts, and regulatory guidelines relevant to insurance sales.
- Relevant qualifications may include a bachelor’s degree in any discipline; prior experience in life insurance, banking, NBFC, or financial services sales is highly beneficial.
- Comfort with on-site field work in Noida, use of digital tools

📌 Relationship manager for PFS channel (self-sourcing) (Noida)
🏢 Bajaj Life
📍 Noida