Relationship Manager

Company Description Bajaj Capital Insurance Broking Limited (BCIBL) is a licensed insurance broker regulated by the Insurance Regulatory and Development Authority (IRDA) and has been in operation since 2004, serving over six lakh clients across India. The company owns and operates BajajCapitalInsurance.com, a leading online portal for insurance comparison, transactions, and services. BCIBL offers a broad range of life and general insurance products, providing free quotes and online purchase options where available. Through its platform, customers can compare plans side by side, review hospital networks, and assess key benefits for term life, health (mediclaim), car, and travel insurance. The organization focuses on helping customers make informed, transparent insurance decisions with ease and convenience.
Role Description The Relationship Manager role is a full-time, on-site position based in Chennai. The Relationship Manager will be responsible for managing and growing a portfolio of clients by understanding their insurance needs, recommending suitable life and general insurance products, and ensuring a seamless service experience. Day-to-day activities include engaging with prospective and existing clients, explaining product features and benefits, assisting with policy comparisons, handling documentation, and coordinating with internal teams for policy issuance and servicing. The role also involves maintaining accurate records in CRM systems, following up on renewals, resolving client queries, and supporting sales targets through proactive relationship-building. The Relationship Manager is expected to uphold regulatory and company standards while providing clear, trustworthy guidance to clients.
Qualifications

• Strong client relationship management and customer service skills, with the ability to build trust and long-term engagement.
• Sales and negotiation capabilities, including experience in promoting financial or insurance products and meeting defined targets.
• Effective communication and interpersonal skills, with proficiency in explaining complex insurance concepts in clear, simple language.
• Basic analytical and problem-solving abilities to compare insurance plans, interpret benefits, and support suitable product recommendations.
• Familiarity with insurance products (life and general) or financial services is preferred; prior experience in insurance broking or banking is an advantage.
• Comfort with using digital tools, online portals, and CRM or sales tracking systems for managing leads and client information.
• Minimum qualification: Bachelor's degree in any discipline; professional certifications in insurance or finance are beneficial.
• Ability to work in an on-site environment in Chennai, with a proactive, goal-oriented, and ethical approach to client advising.