Premier Relationship Mnager Direct Channel Life Insurance

Company Description

Bajaj Life Insurance is one of India's fastest-growing life insurance providers, offering a diverse range of products, including ULIPs, term insurance, retirement, and child policies to help customers secure their financial futures. With over 3.85 crore policyholders, ₹1.3 Lakh Crores in Assets Under Management (AUM), and a 99.33% claim settlement ratio, Bajaj Life is committed to delivering financial protection and wealth creation. Supported by a vast network of 597 branches, 1.62 lakh insurance consultants, and partnerships with leading banks, the company ensures accessibility and customer-driven service across India. Known for its innovation and employee-friendly culture, Bajaj Life has earned recognition as a Great Place to Work and has received multiple industry accolades. The company is dedicated to redefining financial security with cutting-edge solutions and a customer-first approach.

Role Description

This is a full-time, on-site role located in Noida for a Premier Relationship Manager in the Direct Channel division of Life Insurance at Bajaj Life. In this role, you will build and maintain strong relationships with high-net-worth clients, understand their life insurance requirements, and provide tailored solutions. You will also work closely with the Direct Channel team to achieve business targets through customer engagement, cross-selling, and upselling insurance products. Responsibilities include managing client portfolios, coordinating with underwriting teams, resolving customer queries, and ensuring seamless onboarding of new customers.

Qualifications

• Proven sales experience in banking, insurance, wealth management, or financial services.
• Strong client relationship management and communication skills.
• Knowledge of life insurance products, investment options, and financial planning.
• Problem-solving, negotiation, and upselling skills to identify and address customer needs effectively.
• Proficiency in using CRM tools and Microsoft Office applications (Word, Excel, PowerPoint).
• Ability to meet sales targets and work independently in a fast-paced environment.
• Bachelor's degree in Business Administration, Finance, Marketing, or related field; relevant certifications (such as IRDA certification) are a plus.
• Prior experience in customer-focused roles in the insurance or banking industry is advantageous.