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Client Relationship Officer

Bajaj Capital

0-1 Years • Full-time • Varanasi, Uttar Pradesh, India

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 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)

Client Relationship Client Relationship Officer Relationship officer +25 more

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