Jay Patel

To drive life insurance sales by building and managing client relationships, maximizing lead conversion, and achieving business targets through cross-selling, renewals, and efficient operations.

Senior Financial Service Manager-ST / Relationship Manager – ST - Bajaj Life Insurance Limited

You will be part of a dynamic sales team responsible for offering life insurance solutions to customers.

• Achieve sales targets for life insurance by engaging with prospective customers.
• Understand customer needs and offer suitable life insurance products, including cross-selling and upselling.
• Build and maintain strong relationships with clients to ensure timely renewals and customer satisfaction.
• Utilize provided leads effectively on a daily basis to maximize business opportunities.
• Maintain accurate customer data and update systems regularly.
• Drive performance through weekly goal sheet achievements and participation in sales contests.
• Ensure high standards in product mix, policy persistency, and lead conversion rates.
• Operate efficiently with a focus on cost-effectiveness and quality business.

Master's/Graduation - Business Administration or any stream