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Relationship Manager at Bajaj Finserv — Surat

Experience2–7 yrs
SalaryNot disclosed
Work modeonsite
Levelmid
Posted15 Sept 2026

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About Bajaj Finserv

Bajaj Finserv is hiring in Surat in financial services. This role looks for around 2+ years of experience.

Skills

Customer relationship management
Client servicing
Account management
Sales
Business development
Cross-selling
Upselling
Financial product knowledge
Lending
Insurance
Investment and wealth advisory
CRM tools
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Digital customer engagement platforms
Negotiation
Regulatory compliance

The role

A relationship manager at a non-banking financial services company manages retail and corporate customers through lending, insurance, and wealth advisory, while driving cross-selling and upselling. The role applies client servicing, account management, and customer relationship management to onboard customers, resolve service requests, monitor accounts, and support compliant financial solutions.

Full job description

Company Description Bajaj Finserv, founded in April 2007, is the financial services arm of the Bajaj Group and one of the fastest-growing, most diversified non-banking financial companies (NBFCs) in India. The organization offers an extensive portfolio across lending, insurance, and wealth advisory, with 24 products covering 12 product lines. Its philosophy of striving for greatness rather than settling for good drives continuous innovation and customer-centric solutions. Bajaj Finserv has a nationwide footprint, providing career opportunities and growth across the length and breadth of India.

Role Description The Relationship Manager is a full-time, on-site role based in Surat, responsible for managing and growing a portfolio of retail and/or corporate customers. This role involves building long-term relationships, understanding customer financial needs, and recommending appropriate lending, insurance, and wealth advisory products. Day-to-day activities include meeting clients, onboarding new customers, handling queries and service requests, and ensuring timely resolution of issues to maintain high satisfaction levels. The Relationship Manager will collaborate with internal teams to process applications, monitor accounts, drive cross-sell and upsell opportunities, and ensure compliance with internal policies and regulatory guidelines. The role also requires regular tracking of performance metrics, preparing reports, and contributing to local marketing or customer engagement initiatives.

Qualifications

Strong customer relationship management, client servicing, and account management skills.Sales and business development capabilities, including cross-selling, upselling, and target achievement.Excellent communication, negotiation, and interpersonal skills to engage with diverse customer segments.Basic financial product knowledge across lending, insurance, and investment/wealth advisory solutions.Analytical and problem-solving abilities for assessing customer needs and resolving issues effectively.Comfort with CRM tools, MS Office (Excel, Word, PowerPoint), and digital customer engagement platforms.Bachelor’s degree in business, finance, commerce, or a related field; prior NBFC or banking experience is an advantage.High level of integrity, customer-centric mindset, and willingness to work from the Surat location on-site.