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.