18 Aug
|
Bajaj Life
|
Raipur
Company Description Bajaj Life Insurance is one of India’s fastest-growing life insurance companies, providing a broad portfolio of products including ULIPs, term plans, retirement, and child policies to support customers’ long-term financial goals. With over 3.47 crore policyholders, a robust AUM of ₹1.34 lakh crores, and a consistently high claim settlement ratio, the company emphasizes financial protection, wealth creation, and reliability.
Bajaj
Life leverages digital platforms, including an extensive WhatsApp conversational service, to offer convenient and accessible customer support. A strong distribution network of branches, insurance consultants, and leading bank partnerships ensures wide reach and customer-first service. The organization cultivates an innovative, collaborative culture across 27K+ employees and has been recognized with multiple awards for digital innovation and employer excellence.
Role Description The Relationship Manager role at Bajaj Life in Raipur is a full-time, on-site position focused on building and managing long-term relationships with customers and channel partners. Daily responsibilities include understanding customer financial needs, presenting suitable life insurance and investment solutions, and guiding customers through policy selection, onboarding, and servicing. The role involves regular follow-ups, renewal management, and proactive communication to enhance customer satisfaction and retention.
Relationship
Managers collaborate with internal teams and external partners to achieve sales targets, maintain high service standards, and support branch-level business growth. The position requires accurate documentation, adherence to regulatory and company guidelines, and consistent use of CRM or related tools to track customer interactions and performance.
Qualifications
- Candidates should possess solid customer relationship management, client servicing, and stakeholder communication skills.
- Candidates should possess sales, cross-selling, and upselling skills with the ability to achieve and exceed business targets.
- Candidates should possess consultation and needs-analysis skills to recommend appropriate insurance and investment solutions.
- Candidates should possess negotiation, persuasion, and conflict-resolution skills to handle objections and close deals effectively.
- Candidates should possess basic financial literacy and an understanding of life insurance, investment, and wealth management concepts.
- Candidates should possess proficiency with CRM tools, MS Office, and digital communication platforms used in customer engagement.
- Bachelor’s degree in business, finance, commerce, or a related field is preferred; relevant experience in insurance or financial services is an advantage.
- Strong ethics, attention to detail, ability to work in a fast-paced branch environment, and fluency in English and local languages will be beneficial.
📌 Relationship Manager (Raipur)
🏢 Bajaj Life
📍 Raipur