Relationship Manager

Company Description Bajaj Life Insurance is one of Indias fastest-growing life insurance companies, offering a wide range of solutions including ULIPs, term plans, retirement, and child policies to support diverse financial goals. With over 3.47 crore policyholders, substantial assets under management, a high claim settlement ratio, and a strong solvency margin, the company emphasizes reliability and long-term value. Its innovative products, such as specialized plans for women and individuals with diabetes, reflect a strong focus on customer needs and inclusivity. Bajaj Life delivers convenient service through a WhatsApp conversational platform, an extensive branch network, and partnerships with leading banks. The organization fosters an innovative, collaborative culture for over 27,000 employees and has been recognized with multiple awards for digital innovation and employer excellence.

Role Description The Relationship Manager is a full-time, on-site role based in the Kolkata metropolitan area, focused on building and maintaining strong relationships with customers and distribution partners. This role involves understanding customers financial protection and investment needs, recommending appropriate Bajaj Life products, and ensuring a seamless experience throughout the policy lifecycle. The Relationship Manager will manage a portfolio of clients, conduct regular follow-ups, assist with documentation, and coordinate with internal teams to resolve queries and service requests. Responsibilities include achieving sales and retention targets, conducting in-person meetings, participating in branch or partner activities, and providing timely, accurate information about products and services. The role requires adherence to regulatory guidelines, accurate reporting, and active contribution to a customer-first culture.

Qualifications

• Strong customer relationship management and client servicing skills, with a focus on trust-building and long-term engagement.
• Sales and business development abilities, including prospecting, needs analysis, and converting leads into successful policy issuance.
• Excellent communication and interpersonal skills, with proficiency in presenting complex financial information in a clear, simple manner.
• Basic understanding of life insurance and investment products, and willingness to learn regulatory and compliance requirements.
• Ability to work on-site in the Kolkata metropolitan area, manage targets, and collaborate effectively with branch staff and distribution partners.
• Bachelors degree in business, finance, commerce, or a related field preferred; prior experience in financial services or insurance is an advantage.
• Strong organizational and time-management skills, with attention to detail in documentation and customer records.
• Comfort with using digital tools and CRM systems to track interactions, leads, and policy information.