Bajaj Capital Insurance
Website:
bajajcapitalinsurance.com
Job details:
Company Description BajajCapital Insurance Broking Limited (BCIBL) is a licensed insurance broker regulated by the Insurance Regulatory and Development Authority of India (IRDA) and has been serving clients since 2004. The company has supported over six hundred thousand clients with a broad range of life and general insurance solutions. Through its online platform, BajajCapitalInsurance.com, BCIBL operates one of India’s leading insurance comparison, transaction, and service portals. Customers can access free insurance quotes, compare plans by features, hospital networks, and key benefits, and purchase policies online as available. The platform covers term life, health and mediclaim, car, and travel insurance, helping individuals and businesses make informed insurance decisions.
Role Description This is a full-time, on-site Relationship Manager role based in the Greater Kolkata Area. The Relationship Manager will build and maintain strong relationships with existing and prospective clients, understand their insurance needs, and recommend appropriate life and general insurance products. The role involves guiding clients through policy comparison and selection, assisting with documentation and application processes, and coordinating with internal teams and insurance partners to ensure smooth service delivery. The Relationship Manager will follow up on leads, manage a portfolio of clients, support renewals and cross-selling opportunities, and ensure high levels of customer satisfaction. The position also requires maintaining accurate records, meeting assigned sales and service targets, and adhering to regulatory and company compliance standards.
Qualifications
- Strong client relationship management and customer service skills, with the ability to understand and address diverse insurance needs.
- Experience in sales, business development, or financial services, preferably in insurance or related domains.
- Good communication and interpersonal skills, with the ability to explain insurance products and processes clearly and confidently.
- Basic analytical and problem-solving skills, including the ability to compare policy features and benefits and suggest suitable options.
- Comfort with using online platforms, CRM tools, and standard office software for managing client information and transactions.
- Bachelor’s degree in business, finance, commerce, or a related field is preferred; relevant professional certifications in insurance are an advantage.
- Ability to work on-site in the Greater Kolkata Area, meet performance targets, and collaborate effectively with internal and external stakeholders.
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