Company Description Bandhan Life is a life insurance company focused on making protection solutions easy to understand, simple to buy, and straightforward to claim. The organization is dedicated to empowering ambitions and securing dreams for millions of people across India, with a strong emphasis on trust, safety, and financial security. Teams at Bandhan Life are encouraged to pursue entrepreneurial ambitions, achieve success in diverse environments, and continuously grow in their careers. The company is committed to innovation and transformation in the life insurance sector, offering meaningful opportunities for professionals who want to shape the future of insurance in India. Bandhan Life positions itself as a reliable partner for both customers and collaborators, inviting talent to join its mission of building a more secure tomorrow. Role Description As a Senior Relationship Manager at Bandhan Life, you will manage and grow a portfolio of customers, providing tailored life insurance solutions and ensuring high levels of service and satisfaction. You will cultivate long-term relationships through regular in-person meetings, policy reviews, and proactive communication, while identifying opportunities for cross-selling and upselling suitable products. The role involves collaborating with internal teams to ensure smooth policy issuance, claims support, and resolution of customer queries in a timely and professional manner.



You will be expected to meet defined sales and relationship management targets, maintain accurate records in CRM tools, and provide insights from customer interactions to improve offerings and processes. This is a full-time, in office position based in Balurghat, requiring consistent presence at the branch and within the local market. Qualifications
• Strong customer relationship management, client servicing, and stakeholder engagement skills.
• Proficiency in consultative sales, cross-selling and upselling, and maintaining a structured sales pipeline.
• Ability to communicate clearly and professionally, with solid interpersonal and negotiation skills.
• Skill in using CRM systems, basic MS Office tools, and maintaining accurate and timely documentation.
• Understanding of life insurance products, financial planning concepts, and regulatory guidelines (experience in insurance or financial services preferred).
• Proven track record in meeting or exceeding sales or relationship-based targets in a similar role.
• Bachelor’s degree in Business, Finance, Marketing, or a related field; advanced certifications in insurance or financial services are an advantage.
• High level of integrity, customer-centric mindset, and willingness to work on-site in Balurghat with regular field visits.

📌 Senior Relationship Manager (Balurghat)
🏢 Bandhan Life
📍 Balurghat