Key Relationship Manager
BAJAJ LIFE INSURANCE
MUMBAI
05.2026 - 09.2026
- Cultivated and strengthened partner relationships for Bajaj Life Insurance clients, enhancing client satisfaction and retention.
- Managed a portfolio of large-scale accounts while maintaining high levels of service excellence.
- Facilitated review meetings with clients to assess their policies and identify evolving needs, driving tailored service solutions with clients and business partners
- Coordinated timely premium renewal follow-ups for existing policyholders, ensuring continuity of coverage and service.
- Presented insurance products and plan benefits to clients.
- Researched potential customers, identified their needs, and created customized solutions to meet those needs.
- Maintained client records and updates in CRM systems.
- Addressed customer questions and concerns regarding products and services.