Relationship Manager

Company Description Bajaj Life Insurance is one of India’s fastest-growing life insurance companies, offering a broad portfolio of products including ULIPs, term plans, retirement, and child policies to support long-term financial goals. Serving over 3.47 crore policyholders with an AUM of ₹1.34 lakh crores, a 99.33% claim settlement ratio, and a strong solvency margin, the company is focused on financial protection, wealth creation, and peace of mind. Its innovative solutions, such as specialized term plans, flexible income options, and women-centric products, are supported by a robust WhatsApp service platform for convenient customer access. With 598 branches, extensive consultant and bank partner networks, and a workforce of over 27,000 employees, Bajaj Life emphasizes a collaborative, innovative culture recognized by multiple employer and digital excellence awards. The company continues to invest in technology-driven customer experiences and career growth opportunities across India.
Role Description This is a full-time, on-site Relationship Manager role based in Chennai. The Relationship Manager will be responsible for managing and growing a portfolio of customers by understanding their financial protection and investment needs, and recommending suitable Bajaj Life products. Daily activities include engaging with customers through scheduled meetings and follow-ups, providing policy information and guidance, assisting with applications and documentation, and coordinating with internal teams to ensure smooth onboarding and servicing. The role also involves working closely with branch staff and distribution partners to drive sales targets, tracking performance metrics, and maintaining accurate records in company systems. The Relationship Manager is expected to deliver a high standard of customer-first service, handle queries and concerns promptly, and contribute to branch-level campaigns and initiatives.
Qualifications
Strong customer relationship management skills, including the ability to build trust, understand customer needs, and provide clear, solution-focused guidance.
Sales and business development capabilities, such as prospecting, pipeline management, target achievement, and cross-selling or up-selling financial products.
Excellent communication and interpersonal skills, with proficiency in explaining insurance and investment concepts in simple terms and handling objections professionally.
Sound analytical and problem-solving skills to assess customer profiles, interpret financial information, and suggest appropriate plans.
Basic proficiency in using CRM tools, MS Office, and digital communication platforms to manage customer data and daily reporting.
Bachelor’s degree in business, finance, commerce, or a related field; a relevant certification in insurance or financial services is an advantage.
Prior experience in life insurance, banking, or financial services in a customer-facing or sales role is preferred.
Ability to work from the Chennai branch location, with flexibility to meet customers and partners as required, and a commitment to ethical, compliant

Work arrangement
No