Relationship Manager

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 diverse life goals. With over 3.47 crore policyholders, strong assets under management, and a high claim settlement ratio, the organization focuses on financial protection, wealth creation, and long-term security. A robust distribution network of hundreds of branches, thousands of insurance consultants, and partnerships with major banks ensures easy access and customer-first service. Bajaj Life emphasizes innovation, collaboration, and employee well-being, reflected in multiple employer-of-choice and digital innovation awards. Team members work in a culture recognized as a Great Place to Work, with a focus on customer-centricity and continuous improvement.

Role Description The Relationship Manager role at Bajaj Life is a full-time, on-site position based in Varanasi. The role involves building and maintaining strong relationships with customers, understanding their financial protection and investment needs, and recommending suitable Bajaj Life insurance products and solutions. Responsibilities include meeting sales and service targets, conducting regular follow-ups, assisting customers through policy onboarding and servicing, and ensuring high levels of customer satisfaction. The Relationship Manager collaborates with branch teams and distribution partners, participates in local marketing and customer engagement activities, and maintains accurate records in line with company processes and regulatory guidelines. The role also requires ongoing learning about Bajaj Life’s product portfolio, digital tools, and service platforms to deliver a seamless customer experience.

Qualifications

• Strong customer relationship management and client servicing skills, with the ability to build trust and long-term engagement.
• Sales, negotiation, and business development skills, including experience working with financial or insurance products (preferred).
• Effective communication, presentation, and interpersonal skills for interacting with diverse customer profiles and teams.
• Basic financial literacy and the ability to understand and explain life insurance, investment, and protection concepts clearly.
• Ability to work in a target-driven environment, manage time efficiently, and handle multiple customer interactions each day.
• Proficiency in using digital tools, CRM systems, and mobile or web-based platforms for customer servicing and documentation.
• Prior experience in banking, financial services, or insurance is an advantage; local market knowledge in Varanasi is beneficial.
• Bachelor’s degree in any discipline is preferred; relevant certifications in insurance or financial services are an added advantage.