Company Description Bajaj Life Insurance is one of India’s fastest-growing life insurance companies, offering a broad portfolio of products including ULIPs, term plans, retirement solutions, and child policies to support long-term financial security. With over 3.47 crore policyholders, strong assets under management, a high claim settlement ratio, and robust solvency, the company focuses on financial protection, wealth creation, and peace of mind. Its innovative products, such as specialized term plans and adaptable income solutions, are complemented by a convenient WhatsApp service platform and extensive branch and partner networks.

Bajaj

Life fosters an innovative, collaborative culture for more than 27,000 employees and has been recognized with multiple employer and digital innovation awards. The organization continues to invest in technology, customer-first service, and professional growth opportunities for its workforce.

Role Description This full-time, on-site Relationship Manager role is based at the Bajaj Life office in Vadodara.

The Relationship

Manager is responsible for managing and growing a portfolio of customers by understanding their insurance and investment needs, recommending suitable Bajaj Life products, and ensuring high levels of service and satisfaction. Daily activities include meeting prospective and existing customers, conducting financial needs assessments, explaining product features and benefits, and assisting with policy issuance, renewals, and claims-related support.



The role also involves coordinating with branch teams and distribution partners, maintaining accurate records and reports, and achieving assigned sales and customer retention targets.

The Relationship

Manager is expected to uphold regulatory and company compliance standards while building long-term, trust-based relationships.

Qualifications

- Customer relationship and service skills, including the ability to build trust, understand customer needs, and provide responsive support.
- Sales and business development capabilities, such as prospecting, lead nurturing, and achieving targets in financial services or insurance.
- Communication and interpersonal skills, including clear verbal and written communication and confident client-facing interaction.
- Basic financial and insurance knowledge, with the ability to explain life insurance, investment concepts, and product features in simple terms.
- Organizational and documentation skills, including accurate record-keeping, follow-up management, and attention to detail.
- Comfort working with digital tools and CRM systems, and openness to using technology-enabled platforms to serve customers.
- Bachelor’s degree in any discipline; a degree in finance, business, or related fields is an advantage.
- Prior experience in life insurance, banking, or financial services relationship management is preferred but not mandatory.
- Ability to work from the Vadodara branch full time and collaborate effectively with branch staff and consultants.

📌 Relationship Manager (Vadodara)
🏢 Bajaj Life
📍 Vadodara