Company Description Bajaj Allianz Life is one of India’s fastest-growing life insurance companies, offering a wide portfolio of solutions including ULIPs, term plans, retirement, and child policies to help individuals achieve long-term financial security. With over 3.47 crore policyholders, an AUM of ₹1.34 lakh crores, a 99.33% claim settlement ratio, and a strong solvency margin, the company is recognized for reliability and customer-centric service. Its product suite includes innovative offerings such as zero allocation charge ULIPs, specialized term plans for diabetics and women, and flexible income-focused solutions.

Bajaj Allianz

Life combines extensive physical distribution through hundreds of branches and thousands of consultants with digital platforms such as WhatsApp-based services for convenient customer access. The organization fosters an innovative and collaborative culture across 27,000+ team members and has been repeatedly recognized as a top employer and digital insurance leader.

Role Description The Relationship Manager is a full-time, on-site role based in Bengaluru South, focused on building and maintaining strong customer relationships for Bajaj Allianz Life’s insurance and investment solutions. Day-to-day responsibilities include engaging with existing and prospective customers, understanding their financial needs, and recommending appropriate life insurance and investment products. The role involves conducting regular follow-ups, managing policy renewals, supporting claim-related queries,



and ensuring high service quality at every customer touchpoint.

The Relationship

Manager will collaborate with branch teams and distribution partners to drive business growth, meet sales and service targets, and uphold regulatory and compliance standards. This position also includes tracking market trends, using digital tools and CRM systems, and participating in local marketing and customer education initiatives.

Qualifications

- Solid customer relationship management and client-servicing skills, with the ability to understand financial needs and build long-term trust.
- Sales and business development capabilities, including prospecting, negotiating, and achieving targets in financial services or related sectors.
- Excellent communication and interpersonal skills, with proficiency in presenting complex insurance and investment concepts in straightforward, clear terms.
- Ability to use digital tools, CRM systems, and basic MS Office applications for customer tracking, reporting, and workflow management.
- Good knowledge of life insurance, investment products, and basic financial planning principles; prior experience in insurance or banking is an advantage.
- Proven organizational and time-management skills, with attention to detail and adherence to regulatory and compliance requirements.
- Bachelor’s degree in any discipline (Commerce, Finance, Business, or related field preferred).
- Comfort working in an on-site, branch-based environment in Bengaluru South, with flexibility to meet customers during business hours as needed.

📌 Relationship Manager (Bengaluru)
🏢 Bajaj Life
📍 Bengaluru