Retail Partner

Company Description Bajaj Life Insurance is one of India’s fastest-growing life insurance companies, offering a wide range of solutions including ULIPs, term insurance, retirement, and child plans to support diverse financial goals. With over 3.47 crore policyholders, strong assets under management, a high claim settlement ratio, and a robust solvency margin, the company emphasizes reliability, financial protection, and long-term wealth creation. Its product portfolio includes innovative offerings such as ULIPs with zero allocation charges, specialized term plans, systematic investment solutions, and dedicated plans for women. Bajaj Life combines a wide distribution network of branches, consultants, and bank partnerships with digital platforms like WhatsApp-based services to ensure convenient customer access. The organization promotes an innovative, collaborative culture for its 27K+ employees and has received multiple awards for digital innovation and employer excellence.

Role Description The Retail Partner role at Bajaj Life in Puri is a full-time, on-site position focused on driving retail sales of life insurance products and delivering excellent customer service. Day-to-day responsibilities include engaging walk-in and referred customers, understanding their financial protection and investment needs, and recommending suitable Bajaj Life plans. The role involves developing strong product knowledge, explaining policy features and benefits in a clear and compliant manner, and supporting customers through the application and documentation process. Retail Partners are expected to build and maintain long-term customer relationships, support branch-level sales initiatives, and collaborate with internal teams to meet individual and branch targets. Regular activities also include following up on leads, maintaining accurate records, and adhering to regulatory and company guidelines.

Qualifications

• Strong retail sales capabilities, with proven ability to meet or exceed targets and convert customer inquiries into policy sales.
• Solid product knowledge and willingness to learn the features, benefits, and compliance aspects of various life insurance and investment plans.
• Focus on customer satisfaction and customer service, with a consultative approach to understanding needs and providing suitable solutions.
• Excellent communication skills, including clear verbal and written communication in English and local languages as applicable.
• Prior experience in retail financial services, insurance, banking, or related sectors is highly beneficial.
• Minimum of a high school diploma; a bachelor’s degree in business, finance, or a related field is preferred.
• Comfort working in a fast-paced branch environment, with strong interpersonal skills and a collaborative mindset.
• Basic proficiency in digital tools and CRM or sales tracking systems to manage customer information and follow-ups.