Key Responsibilities: Build and maintain long-term relationships with existing and prospective customers. Understand customers’ financial needs and recommend suitable life insurance products. Explain policy features, perks, premiums, terms and conditions clearly.

Generate leads through customer meetings, referrals, branch activities and follow-ups. Achieve monthly/annual sales and business targets. Handle customer queries, complaints and policy-related service requests.

Provide after-sales service and support customer retention and renewals. Cross-sell and upsell suitable insurance products to existing customers. Coordinate with internal teams for smooth policy issuance, documentation and servicing.

Maintain accurate customer information and update activities in CRM systems. Follow company processes, IRDAI/regulatory requirements and ethical sales practices. Prepare sales/relationship reports and regularly update the reporting manager. �

📌 Customer Relationship Manager (Bhubaneswar)
🏢 Bajaj Life Insurance Company
📍 Bhubaneswar