Job highlights

- Graduate with 0-3 years experience in life insurance or BFSI sales and knowledge of life insurance products

- Achieve life insurance sales targets, manage relationships with branches and partners, convert leads, provide customer service, and ensure compliance

1. Sales Generation

- Achieve assigned life insurance sales targets through the AVC channel.

- Generate business from allocated partner branches and customer leads.

- Drive protection, savings, and investment product sales as per business requirements.

1. Relationship Management

- Build and maintain solid relationships with branch staff, channel partners, and customers.

- Conduct regular branch visits to increase product visibility and sales engagement.

- Ensure high partner satisfaction and long-term business association.

1. Lead Conversion

- Identify potential customers through branch references and customer databases.

- Conduct need-based financial planning discussions and recommend suitable insurance solutions.

- Convert qualified leads into business while maintaining quality standards..

1. Customer Service

- Provide prompt support to customers regarding policy issuance, servicing, and claims guidance.

- Maintain high customer satisfaction and retention levels.

- Ensure timely resolution of customer concerns.

1. Business Planning &
- Reporting





- Prepare daily activity reports and sales updates.

- Track sales pipeline, lead status, and business conversion ratios.

- Provide accurate forecasts and business plans to reporting managers.

1. Compliance &
- Process Adherence

- Follow all IRDAI guidelines and company policies.

- Ensure documentation quality and compliance standards are maintained.

- Adhere to sales governance and risk management practices.

Eligibility Criteria

- Graduate in any discipline.

- 0-3 years of experience in Life Insurance, Banking, BFSI, or Financial Services sales.

- Good communication and relationship management skills.

- Sales-oriented mindset with a customer-first approach.

- Knowledge of life insurance products and regulatory guidelines preferred.

Key Skills

- Relationship Management

- Sales &
- Business Development

- Customer Acquisition

- Lead Management

- Cross-selling &

- Upselling

- Negotiation &

- Influencing Skills

- Communication &

- Presentation Skills

- Problem Solving &

- Customer Service

KPI / Performance Metrics

- Monthly Premium Achievement

- Case Count &
- Conversion Ratio

- Productivity per Branch

- Active Branch Coverage

- Customer Retention

- Partner Engagement Score

- Compliance &

- Documentation Quality

📌 Relationship Manager (Noida)
🏢 Bajaj Life Insurance
📍 Noida