Company Description Bajaj Life Insurance is one of India’s fastest-growing life insurance companies, offering a wide range of solutions including ULIPs, term plans, retirement, and child policies to support long-term financial security and life goals. With over 3.47 crore policyholders, strong assets under management, and a high claim settlement ratio, the company focuses on trust, protection, and wealth creation.

Bajaj

Life combines innovative products—such as plans for specific needs and demographics—with a robust digital service experience, including a WhatsApp Conversational Platform for convenient customer support. A nationwide network of branches, consultants, and bank partners ensures easy access and customer-first service. The company fosters an innovative, collaborative culture for over 27,000 team members and has been recognized with multiple awards for digital innovation and employer excellence.

Role Description The Executive Relationship Manager is a full-time, on-site role based in Ludhiana, responsible for managing and growing relationships with existing and prospective customers. This role includes understanding customers’ financial and protection needs, explaining suitable Bajaj Life insurance solutions, and guiding customers through the purchase and servicing journey.

The Executive Relationship

Manager will regularly meet clients, follow up on leads, and maintain robust service standards to ensure customer satisfaction and retention. Daily activities involve coordinating with internal teams, tracking portfolio performance, preparing reports, and meeting assigned sales and relationship targets.



The role also includes participation in local marketing initiatives, branch events, and training sessions to stay updated on products, processes, and regulatory requirements.

Qualifications

- Candidates should possess strong customer relationship management skills, including the ability to build trust, maintain long-term client connections, and handle customer queries with empathy and professionalism.
- Candidates should possess solid sales and business development skills, such as lead generation, opportunity identification, consultative selling, and target-driven execution.
- Candidates should possess effective communication and interpersonal skills, including clear verbal and written communication, presentation abilities, and confident client-facing interaction.
- Candidates should possess analytical and problem-solving skills to assess customer needs, interpret financial information, and recommend suitable insurance and investment solutions.
- Candidates should possess strong organizational and time-management skills to manage multiple client accounts, prioritize activities, and maintain accurate records and reports.
- Relevant experience in life insurance, financial services, or relationship management roles is highly beneficial.
- A bachelor’s degree in business, finance, marketing, or a related field is preferred; equivalent practical experience will also be considered.
- Familiarity with digital tools, CRM systems, and basic MS Office applications, along with willingness to learn new platforms and processes, is advantageous.
- Ability to work on-site in Ludhiana, adapt

📌 Executive Relationship Manager (Ludhiana)
🏢 Bajaj Life
📍 Ludhiana