Relationship Manager

Company Description Bajaj Life Insurance is one of India’s fastest-growing life insurance companies, offering diverse products ranging from ULIPs and term plans to retirement and child policies to support long-term financial security. With over 3.47 crore policyholders, a strong AUM, and a high claim settlement ratio, the company emphasizes trust, protection, and wealth creation at every stage of life. Its wide distribution network of hundreds of branches, thousands of insurance consultants, and leading bank partnerships ensures accessible, customer-first service across the country. Bajaj Life invests heavily in digital platforms, including WhatsApp-based services and award-winning smart assist technology, to enhance customer experience and convenience. The organization promotes an innovative, collaborative culture for its 27K+ employees and has been consistently recognized as a top employer and rising brand in India.

Role Description This is a full-time, on-site Relationship Manager role based in Murshidabad. The Relationship Manager will be responsible for building and maintaining strong relationships with customers, understanding their financial protection and investment needs, and recommending suitable Bajaj Life products. The role involves managing a portfolio of clients, conducting regular follow-ups, handling queries, and ensuring a seamless customer experience throughout the policy lifecycle. The Relationship Manager will collaborate with branch teams and consultants to drive sales, meet assigned targets, and support customer retention initiatives. Daily activities include customer meetings, product presentations, documentation support, and adherence to company policies and regulatory guidelines.

Qualifications

• Strong customer relationship management and client servicing skills, with the ability to build trust and long-term engagement.
• Sales and business development capabilities, including prospecting, cross-selling, and achieving defined targets in a competitive environment.
• Effective communication and interpersonal skills, with proficiency in explaining insurance and financial concepts in a clear, simple manner.
• Basic financial acumen and understanding of life insurance, investment, and protection solutions (prior experience in financial services or insurance is an advantage).
• Good organizational and documentation skills, including attention to detail and compliance with regulatory and company processes.
• Comfort with using digital tools and CRM platforms for customer interaction, record-keeping, and reporting.
• Ability to work on-site in Murshidabad, manage field visits, and collaborate with branch teams and distribution partners.
• Preferred qualifications: Bachelor’s degree in any discipline; prior experience in sales, banking, insurance, or financial products is beneficial.