Executive Sales Manager

BAJAJ LIFE INSURANCE LIMITED
JOB DESCRIPTION
Role Title
Relationship Manager Sales Trainee
Institutional Business (Bancassurance Channel)
Field Sales
Function/ Department
Nature of Job
I.
JOB PURPOSE: Summarize in one statement why the job exists; and how it contributes to the overall objective of
the company.
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To drive insurance business through a key bank partnership by managing sales, operations, and relationships across
multiple branches, ensuring high performance, compliance, and customer satisfaction.
II.
PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job)
As a Relationship Manager, you will be part of a high-performing team managing our partnership with leading and
prestigious banks. This role offers you the opportunity to learn, grow, and contribute to key business outcomes from Day 1.
Key Responsibilities:
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Build strong working relationships with bank branch teams (across 45 branches) to drive insurance sales.
Promote life insurance products to bank customers through joint field calls and customer meetings.
Support business growth through new customer acquisition and upselling to existing clients.
Ensure excellent service delivery and assist in customer retention and problem resolution.
Collaborate with bank staff to conduct training and product knowledge sessions.
Track sales performance, generate reports, and share insights with your manager regularly.
Ensure adherence to company processes and regulatory guidelines in all business practices.
Interact with High Net-Worth Individuals (HNIs) and provide them with tailored financial solutions.
Maintain high satisfaction levels among bank partners and customers.
What Youll Gain:
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Hands-on experience in relationship management and sales.
Exposure to banking and insurance collaboration models.
Opportunities to interact with senior professionals and HNI clients.
Fast-track learning in financial services with mentoring support.
III.
Skills & Knowledge
(Minimum acceptable proficiency for this job which best indicates the education and/or experience
requirements of this job and not the incumbent)
Graduation in any stream.
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Communication in English, Hindi & other Regional Language
Keen to work in a highly competitive environment.
Right attitude & never say- die mind-set.
Effective planning, time management and organizational skills
Demonstrated ability to understand customer/partner issues and navigate to an appropriate resolution leveraging
business knowledge and technical aptitude.