Relationship Officer

🏦 Job Title: Relationship Manager / Sales Officer – Bajaj Allianz Life Insurance

📍 Location: As per business requirement🕒 Experience: Fresher / Experienced🔍 Job SummaryThe Relationship Manager / Sales Officer at Bajaj Allianz Life Insurance is responsible for generating new business, managing customer relationships, achieving sales targets, and promoting life insurance products through direct and indirect channels.

• 🎯 Key Responsibilities📞 Generate leads through cold calling, referrals, and field activities
• 🤝 Meet potential customers and explain life insurance products
• 🏢 Conduct daily field visits and client meetings
• 📈 Achieve monthly/quarterly sales and revenue targets
• 📝 Complete proposal documentation and follow-up for policy issuance
• 🔄 Ensure timely renewal and customer servicing
• 💼 Build and maintain long-term customer relationships
• 📊 Maintain daily MIS, call reports, and activity updates
• 🎓 Participate in training and product knowledge sessions
• 🧠 Required Skills & Competencies🗣️ Good communication and convincing skills
• 🤝 Customer-focused approach
• 📊 Target-oriented and result-driven mindset
• 🕒 Strong time management and discipline
• 💻 Basic knowledge of MS Office / CRM tools
• 🎓 Qualifications🎓 Graduate / Undergraduate (as per role)
• 📌 Experience in Insurance / BFSI sales preferred (not mandatory)
• 💰 Benefits💵 Fixed salary + attractive incentives
• 🏆 Performance-based rewards & recognition
• 📚 Professional training & career growth
• 🛡️ Work with a trusted and leading life insurance brand

If you want, I can also provide:

• Agency Manager / Unit Manager JD
• Senior Business Development JD
• HR / Recruitment JD
• Short JD for Naukri / Apna / Indeed

Just tell me 👍