Relationship Manager

About BajajCapital Insurance Broking Limited

BajajCapital Insurance Broking Limited (BCIBL), established since 2004, is an IRDA-regulated insurance broker serving over 600,000 clients. The company offers a leading online platform, BajajCapitalInsurance.com, which facilitates insurance comparison, transactions, and services. Users can obtain free insurance quotes, compare product features, and purchase various life and general insurance policies online. The portal helps customers review quotes, hospital network details, and key benefits for term life, health/mediclaim, car, and travel insurance, promoting informed and transparent insurance purchases.

Role Overview

Based in Patna, this full-time onsite Relationship Manager position focuses on cultivating and managing strong client relationships. The incumbent will identify client insurance needs, recommend appropriate life and general insurance solutions, handle client meetings, elucidate policy details, assist with plan comparisons and documentation, and collaborate with internal teams to ensure timely policy issuance and service delivery.

Key Responsibilities

• Engage with existing and potential clients to build trust and long-term relationships.
• Present and explain insurance policies effectively to customers.
• Assist clients in comparing insurance plans and completing necessary documentation.
• Follow up on sales leads and maintain detailed client interaction records in the CRM system.
• Address customer queries and provide support pertaining to claim procedures.
• Meet designated sales and service targets while adhering to regulatory and company policies.

Candidate Requirements

• Excellent customer service and relationship management skills focused on trust and client retention.
• Proven sales and negotiation capabilities, especially in cross-selling and upselling insurance or financial products.
• Strong communication and presentation skills in English and local languages to clarify complex insurance terms.
• Basic proficiency with MS Office suite, CRM applications, and digital insurance platforms.
• Familiarity with life and general insurance products, regulations, and claims processing is advantageous.
• Availability to work full-time onsite in Patna, managing multiple client meetings daily with minimal supervision.
• At least an undergraduate degree in any field; backgrounds in finance, insurance, or business are preferred.
• Relevant experience in insurance, banking, financial services, or customer-facing roles will be viewed positively.