Company Description BajajCapital Insurance Broking Limited (BCIBL) is a licensed insurance broker regulated by the Insurance Regulatory and Development Authority of India and has been in the insurance broking business since 2004, serving over six hundred thousand clients. The company owns and operates BajajCapitalInsurance.com, one of India's leading insurance comparison, transaction, and service portals. BCIBL offers a wide range of life and general insurance products, enabling clients to obtain free quotes, compare plans by features, and purchase policies online where available.

The platform helps users compare term life, health/mediclaim, car, and travel insurance plans side by side, including quotes, hospital networks, and key advantages. BCIBL is focused on simplifying insurance decisions and delivering transparent, customer-centric services.

Role Description The Client Relationship Officer is a full-time role responsible for managing and strengthening relationships with individual and corporate clients of BajajCapital Insurance Broking Ltd. Based in Nashik in a hybrid work arrangement, the role involves working from the office and occasionally from home as business needs allow. Day-to-day tasks include engaging with existing and prospective clients, understanding their insurance needs, explaining suitable life and general insurance solutions, and supporting them through comparison, selection, and purchase processes.

The role requires handling client queries and concerns,



coordinating with internal teams for policy servicing, renewals, and claims support, and maintaining accurate records of client interactions and transactions in the company’s systems.

The Client Relationship

Officer also contributes to sales targets, participates in local marketing or customer outreach activities, and ensures a professional, compliant, and high-quality customer experience.

Qualifications

- Strong Business Relationship Management skills, with the ability to build, maintain, and grow long-term client partnerships.
- Foundational knowledge of Finance and insurance concepts, with the ability to understand and explain policy features and benefits.
- Excellent Communication skills, including clear verbal and written communication and active listening.
- Proven Customer Service skills, with a focus on responsiveness, empathy, and problem-solving for client issues.
- Sales skills, including lead conversion, upselling or cross-selling relevant products, and working towards defined targets.
- Bachelor’s degree in business, finance, marketing, or a related field is preferred.
- Prior experience in insurance, financial services, or client-facing roles is an advantage.
- Ability to work in a hybrid environment in Nashik, manage time effectively, and use CRM or related digital tools.
- High level of integrity, adherence to regulatory guidelines, and commitment to non-discriminatory, inclusive client interactions.

📌 Client relationship officer (Nashik)
🏢 BajajCapital Insurance Broking
📍 Nashik