Relationship Manager

Company Description Bajaj General Insurance Limited, a subsidiary of Bajaj Finserv Limited, is one of India’s leading and most trusted private general insurance companies. The organization has built a 25-year legacy of serving millions of customers through a wide advisor network, extensive hospital and motor dealer partnerships, and a strong nationwide employee base. It offers a broad portfolio of innovative, customer-focused products, including motor, health, home, and specialized insurance solutions. With a presence across nearly 1,500 towns and cities, Bajaj General Insurance focuses on accessibility, customer-first service, and long-term protection. The company is committed to helping individuals, families, and businesses live with confidence and peace of mind.

Role Description This is a full-time, on-site Relationship Manager role based in Delhi, NY. The Relationship Manager will be responsible for managing and growing relationships with individual and corporate customers, understanding their insurance needs, and recommending suitable products and solutions. Daily activities include conducting client meetings, handling inquiries, providing policy information and support, coordinating with internal teams for proposals and claims, and ensuring timely renewals. The role involves monitoring customer satisfaction, identifying upsell and cross-sell opportunities, and maintaining accurate records of interactions and account status. The Relationship Manager will also support business development initiatives, participate in local marketing activities, and uphold the company’s customer-first standards in every interaction.

Qualifications

• Customer relationship and account management skills, including the ability to build trust, retain clients, and address concerns effectively.
• Sales and business development capabilities, with experience in identifying opportunities, presenting solutions, and meeting performance targets.
• Strong communication and interpersonal skills for clear explanations of insurance products, negotiations, and collaboration with internal teams.
• Organizational and time management skills to handle multiple accounts, follow up on renewals, and maintain accurate documentation.
• Basic understanding of insurance concepts, preferably in general insurance (motor, health, property), with willingness to learn product specifics.
• Comfort with using CRM tools, spreadsheets, and standard office software to track activities, prepare reports, and analyze customer data.
• Bachelor’s degree in business, finance, marketing, or a related field; relevant experience in financial services or insurance is an advantage.
• Ability to work on-site in Delhi, NY, collaborate within a team environment, and adapt to a fast-paced, customer-focused setting.