Relationship Manager

Company Description BajajCapital Insurance Broking Limited (BCIBL) is a licensed insurance broker regulated by the Insurance Regulatory and Development Authority (IRDA) and has been in the insurance broking business since 2004, serving over six lakh clients. Through its online platform, BajajCapitalInsurance.com, the company operates one of India’s leading insurance comparison, transaction, and service portals. BCIBL offers a wide range of life and general insurance products, enabling individuals to access free insurance quotes, compare plans by features, and purchase policies online where available. The platform allows users to review quotes, hospital networks, and key benefits side by side for term life, health/mediclaim, car, and travel insurance. The company focuses on transparent, convenient insurance purchasing to help customers make informed coverage decisions.
Role Description The Relationship Manager role is a full-time, on-site position based in Patna. The Relationship Manager will build and maintain strong relationships with existing and prospective clients, understand their insurance needs, and recommend appropriate life and general insurance products. Daily responsibilities include meeting clients, explaining policy features, supporting plan comparisons, assisting with documentation, and coordinating with internal teams to ensure timely policy issuance and service. The role also involves following up on leads, tracking client interactions in the CRM, resolving queries, and supporting claim-related guidance to enhance client satisfaction. The Relationship Manager is expected to achieve sales and service targets while upholding regulatory and company standards.
Qualifications
Strong client relationship management and customer service abilities, with a focus on trust-building and long-term engagement.
Sales and negotiation skills, including experience in cross-selling and up-selling financial or insurance products.
Good communication and presentation skills in English and local languages, with the ability to explain complex insurance concepts clearly.
Basic proficiency in MS Office and CRM tools, and comfort working with online insurance platforms and digital documentation.
Knowledge of life and general insurance products, regulatory guidelines, and claims processes is highly beneficial.
Ability to work on-site in Patna, manage multiple client meetings daily, and meet performance targets under minimal supervision.
Undergraduate degree in any discipline; a background in finance, insurance, or business is an advantage.
Prior experience in insurance, banking, financial services, or customer-facing roles will be considered a strong plus.

Work arrangement
No