Client Relationship Officer Job in Bajaj Capital
Client Relationship Officer
- Varanasi, Uttar Pradesh
- Not Disclosed
- Full-time
Position: Sr. Client Relationship Officer
Location: Varanasi, Uttar Pradesh
Department: Sales
Function: Business Development
Entity: Bajaj Capital Insurance Broking Ltd.
Number of Positions: 25
Company Overview
Bajaj Capital Insurance Broking Limited (BCIBL) is a licensed insurance broker (License No. 241, Code CB042/02), incorporated under the Companies Act, 1956. Since receiving its IRDA license in 2004, BCIBL has served over 600,000 clients across India, offering a broad portfolio of life and general insurance products. The company is known for its trusted advisory approach and commitment to customer-centric solutions.
Role Overview
We are seeking enthusiastic and customer-focused Sr. Client Relationship Officers to join our Sales team in Varanasi. In this role, you will be responsible for presenting financial products to clients, managing policy documentation, and ensuring a seamless experience from consultation to policy issuance.
Key Responsibilities
- Deliver detailed financial product presentations to walk-in clients
- Generate new leads by collecting minimum 5 client references from each interaction and follow up to convert them into walk-ins
- Verify, collect, and submit client documents required for policy issuance
- Ensure timely collection and deposit of premium payments with the Venue Manager or Operations Executive
- Maintain strong client relationships through follow-ups and service delivery
- Meet daily targets and support the overall business development efforts at the venue
Qualifications & Requirements
- Graduate in any discipline (mandatory)
- Strong communication and interpersonal skills
- Customer service-oriented with a sales mindset
- Basic understanding of insurance and financial products (preferred but not mandatory)
- Proactive, persuasive, and target-driven
Why Join Us?
- Be a part of one of India s leading insurance broking firms
- Work in a client-facing role with clear career growth paths
- Gain hands-on experience in financial consulting and relationship management
- Opportunity to build your career in insurance sales and advisory services
Qualification : Graduate in any discipline (mandatory)
