Bajaj Life Insurance is one of the fastest-growing life insurance companies in India, offering a diverse range of plans including ULIPs, term insurance, retirement, and child policies. Serving over 3.85 crore policyholders with an AUM of ₹1.3 Lakh Crores and a 99.29% claim settlement ratio, Bajaj Life is committed to financial protection and wealth creation at every life stage. The company boasts a strong distribution network of 597 branches, 1.62 lakh insurance consultants, and partnerships with leading banks. Bajaj Life fosters innovation and collaboration, earning it recognition as a Great Place to Work for its 25K+ employees.

Role Description

This is a full-time on-site role for a Relationship Manager located in Haridwar. The Relationship Manager will be responsible for managing client relationships, understanding clients' financial objectives, and recommending suitable insurance products. Day-to-day tasks include client meetings, policy servicing, handling client queries, and ensuring high levels of customer satisfaction. The role also involves maintaining detailed records of client interactions and updating clients on new products and services.

Qualifications

Strong interpersonal and communication skills
Proficiency in client relationship management
Experience in financial planning and insurance products
Problem-solving and conflict-resolution skills
Excellent organizational and time-management skills
Ability to work independently and as part of a team
Familiarity with local insurance regulations and compliance
Bachelor's degree in Finance, Business Administration, or related field
Relevant certification in insurance or financial planning is a plus

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Relationship Manager