Deputy Manager - Insurance Business

Bajaj Finserv · Pune Division

  • Experience1–2 yrs
  • SalaryNot disclosed
  • Work modeonsite
  • Leveljunior
  • Posted12 Sept 2026
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About Bajaj Finserv

Bajaj Finserv is hiring in Pune Division in financial services. This role looks for around 1+ years of experience.

Skills

  • insurance cross-selling
  • branch relationship management
  • CRM portals
  • policy issuance
  • agency distribution

The role

An insurance business manager at a financial services company drives insurance cross-selling through branch relationship management and generates leads for partner relationship managers. The role uses CRM portals, supports policy issuance, and develops agency distribution.

Full job description

Location Name: Pune Corporate Office - HO

Job Purpose

“This position is open with Bajaj Finance ltd.”

To drive insurance cross sell at designated BFL branches, achieve AOP business numbers and contribute to the company’s bottom line

Duties And Responsibilities

PRINCIPAL ACCOUNTABILITIES

(Accountabilities associated with the job)

Hub branch – CSB & create beat plan for CSB+ branches Ensure branch relationship management to generate leads for partner RM Lobby management – Tap walk-in customers in CSB+ branches to generate LI & GI volumes for the branches Use supervisor rights on CRM portal to monitor lead utilizations & dispositions by partner RM’s Support Contest & R&R drives through the branch team Coordinate with partner RM’s for policy issuance & branch team for pending resolutions Take part in the morning huddle for the branch & discuss on Insurance products , prospects , lead status Engage partner RM’s to participate in branch huddle for any pending issue resolution Deliver self productivity target designated as per branch mapping Facilitate cluster meet in alignment with the partners Ensure partner mix delivery Generate leads from cashier teams across branches & ensure self closure Ensure 100% branch visits every week for branch & cashier activation

Required Qualifications And Experience

nimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this job and not the incumbent)

Educational Qualifications

Qualifications preferable MBA Work Experience

1-2 years minimum of Insurance Industry experience preferably in Agency / DST channel.