Client Relationship Officer

Company Description

Bajaj Capital Insurance Broking Limited (“BCIBL”) a company incorporated under the provisions of the Companies Act, 1956, was granted the licence (Licence No. 241, Licence Code CB042/02) to act as an Insurance Broker by the Insurance Regulatory and Development Authority (“IRDA”) in the year 2004 and is in the business of insurance broking since then and has served over six lakh clients. BCIBL offers a wide range of insurance products comprising both life and general insurance.

Job Description

To give proper financial presentation to all walk-in clients on daily basis

To take 5 references from each walk-in client and work towards calling them in the venue

To check and collect documents from the clients and ensure timely issuance of insurance policy.

To collect premium amount from the clients and timely deposit the same to Operation Executive/ Venue Manger on daily basis