Relationship Manager Direct channel Bajaj Life Insurance

Company Description Bajaj Life Insurance is one of India’s fastest-growing life insurance companies, offering a broad portfolio of solutions including ULIPs, term plans, retirement, and child policies to support diverse financial goals. Serving over 3.47 crore policyholders with an AUM of ₹1.34 lakh crores, a 99.33% claim settlement ratio, and a 266% solvency margin, the company focuses on financial protection, wealth creation, and long-term security. Its product suite includes innovative offerings such as zero allocation charge ULIPs, specialized term plans for people with diabetes, and tailored solutions like Bajaj Superwoman Term for women. Bajaj Life combines strong digital capabilities, including an extensive WhatsApp service platform, with a robust distribution network of thousands of branches, consultants, and banking partners. The organization fosters an innovative, collaborative culture across 27K+ team members and has been recognized with multiple awards, including the World’s Digital Insurance Award 2025 and repeated “Best Employer India” honors.

Role Description The Relationship Manager – Direct Channel at Bajaj Life will focus on acquiring, managing, and growing customer relationships through the direct sales and digital channels. This full-time, on-site role based in Noida involves engaging with prospective and existing customers, understanding their financial protection and investment needs, and recommending suitable Bajaj Life insurance products. The role includes managing the end-to-end sales cycle, from lead generation and follow-up to proposal discussion, documentation, and policy issuance, while ensuring high standards of customer experience. The Relationship Manager will coordinate with internal teams for smooth onboarding, handle queries and service requests, and proactively cross-sell and up-sell relevant solutions. Daily responsibilities also include tracking performance against targets, using CRM and digital tools, and adhering to regulatory and company compliance guidelines.

Qualifications

• Strong relationship management and customer service skills, with the ability to understand customer needs and build long-term trust.
• Sales and business development capabilities, including lead generation, negotiation, closing, and achieving defined targets in financial services or related domains.
• Good communication and presentation skills, with proficiency in explaining complex insurance and investment concepts in clear, simple language.
• Comfort with digital tools, CRM systems, and data entry, along with basic proficiency in MS Office (Excel, Word, PowerPoint).
• Knowledge of life insurance products, financial planning concepts, or previous experience in insurance, banking, or NBFC roles is highly beneficial.
• Ability to work in a fast-paced, target-driven environment, with strong time management, problem-solving, and collaboration skills.
• Minimum qualification: Graduate degree in any discipline; a postgraduate degree or relevant certifications in finance or insurance (e.g