Branch Manager

Position: Direct Channel Branch Sales & Loyalty Executive/Manager

Department: Direct Channel - Branch Sales & Loyalty

Industry: Life Insurance

Key Responsibilities

• Drive life insurance sales through branch walk-ins, customer references, and lead generation activities.
• Manage and strengthen relationships with existing customers to improve retention and policy persistency.
• Achieve monthly, quarterly, and annual sales targets assigned by the organization.
• Cross-sell and up-sell life insurance products to existing customers based on their financial needs.
• Ensure high-quality customer service and timely resolution of customer queries and complaints.
• Conduct customer meetings and financial need analysis to recommend suitable insurance solutions.
• Maintain strong engagement with loyal customers and execute retention initiatives.
• Ensure compliance with IRDAI guidelines, company policies, and operational processes.
• Coordinate with internal teams for policy issuance, servicing, renewals, and claims support.
• Monitor branch business performance and prepare regular sales and activity reports.
• Build a strong customer database and generate referrals for new business opportunities.

Desired Candidate Profile

• Graduate in any discipline
• 6-10 years of experience in Life Insurance, Banking, Financial Services, or Direct Sales.
• Strong understanding of life insurance products and sales processes.
• Excellent communication, relationship management, and customer servicing skills.
• Proven track record of achieving sales targets.
• Ability to work in a target-driven environment.

Key Skills

• Direct Sales
• Branch Sales
• Customer Retention
• Loyalty Management
• Life Insurance
• Relationship Management
• Cross Selling
• Customer Service