Company Description Bajaj Life Insurance is one of India’s fastest-growing life insurers, offering a wide range of products including ULIPs, term plans, retirement solutions, and child policies to help individuals secure their financial future. With over 3.47 crore policyholders, an AUM of ₹1.34 lakh crores, a 99.33% claim settlement ratio, and a 266% solvency margin, the company demonstrates strong financial stability and customer trust.

Bajaj

Life combines creative digital platforms, such as its WhatsApp Conversational Platform and Smart Assist, with a robust distribution network of 598 branches, 1.61 lakh insurance consultants, and leading bank partnerships for easy access and service. The organization fosters an innovative, collaborative culture across its 27K+ employees and is consistently recognized as a Great Place to Work, earning awards such as the World’s Digital Insurance Award 2025 and multiple Best Employer India accolades.

Role Description The Senior Relationship Manager is a full-time, on-site role based in Kolkata, responsible for managing and growing a portfolio of retail and/or corporate life insurance customers. The role involves building long-term, trust-based relationships, understanding customer goals, and recommending suitable Bajaj Life products and solutions to meet protection and investment needs.

The Senior Relationship

Manager will drive business growth by prospecting new clients, following up on leads, conducting needs-based financial discussions, delivering product presentations, and closing sales in line with company policies.



Daily responsibilities include regular customer meetings, policy servicing support, renewal retention, coordinating with branch teams and bank partners, and ensuring high levels of customer satisfaction. The role also includes tracking performance against targets, maintaining accurate records in CRM systems, complying with regulatory and internal guidelines, and participating in training and development programs.

Qualifications

- Strong relationship management and customer service skills, with the ability to build trust, manage client expectations, and provide proactive support.
- Sales and business development capabilities, including prospecting, lead conversion, negotiation, and achieving or exceeding assigned targets.
- Financial understanding and advisory skills, with the ability to explain life insurance, investment, and protection solutions in clear, simple terms.
- Excellent communication and interpersonal skills, including confident presentation abilities and professional conduct in client-facing situations.
- Organizational and planning skills, with attention to detail, accurate documentation, and effective time management in a fast-paced environment.
- Comfort with digital tools and CRM systems, and willingness to use technology-enabled platforms for customer engagement and servicing.
- Bachelor’s degree in Business, Finance, Commerce, Marketing, or a related field; an MBA or relevant professional certification in finance or insurance is an advantage.
- Prior experience in

📌 Senior Relationship Manager (Kolkata)
🏢 Bajaj Life
📍 Kolkata