Sales relationship manager bajaj life direct channel

Company Description Bajaj Life Insurance is one of India's fastest-growing life insurers, offering a comprehensive portfolio of solutions including ULIPs, term plans, retirement, and child policies to help customers achieve long-term financial security. With over 3.47 crore policyholders, a strong AUM of ₹1.34 lakh crores, a 99.33% claim settlement ratio, and a 266% solvency margin, the company demonstrates financial strength and reliability. Bajaj Life leverages digital platforms, such as its WhatsApp Conversational Platform and award-winning Smart Assist, to provide convenient, customer-first service. A wide distribution network of 598 branches, over 1.61 lakh insurance consultants, and leading bank partnerships ensures broad access across India. The organization fosters an innovative, collaborative culture for its 27K+ employees and has been consistently recognized as a great employer and leading brand.

Role Description The Sales Relationship Manager – Bajaj Life Direct Channel is a full-time, on-site role based in Noida. The position is responsible for managing and nurturing customer relationships, handling inbound and outbound leads from the direct channel, and guiding prospects through the full sales cycle for Bajaj Life products. Day-to-day activities include understanding customer needs, recommending appropriate life insurance solutions, explaining product features and benefits, and ensuring timely closure of sales while maintaining high service standards. The role also involves coordinating with internal teams for smooth policy issuance, tracking sales performance metrics, and adhering to compliance and regulatory guidelines. The Sales Relationship Manager is expected to proactively follow up with existing customers for cross-sell and up-sell opportunities, support retention initiatives, and contribute to overall business growth.

Qualifications

• Strong sales and relationship management skills, with the ability to understand customer needs, build trust, and convert leads into long-term policyholders.
• Proficiency in communication and interpersonal skills, including clear verbal and written communication, active listening, and professional customer interaction.
• Solid understanding of life insurance products, basic financial concepts, and the ability to explain product features, benefits, and terms in a simple and accurate manner.
• Competence in using CRM systems, MS Office tools, and digital platforms for lead management, customer follow-up, and tracking sales performance.
• Strong organizational and time-management skills, with the ability to handle multiple leads, prioritize tasks, and meet individual and team sales targets.
• Ability to work effectively in a fast-paced, target-driven environment, collaborate with cross-functional teams, and maintain high ethical and compliance standards.
• Bachelor's degree in business, finance, marketing, or a related field; prior experience in life insurance or financial services sales is preferred but not mandatory.