Branch Executive

The Branch Executive is responsible for supporting branch operations, sales coordination, customer service, and administrative activities. The role ensures smooth day-to-day functioning of the branch while coordinating between customers, sales teams, and back-office departments in line with Kotak Life standards.

• 📍 Key Responsibilities🏢 Branch Operations SupportManage daily branch activities to ensure smooth and efficient operations.
• Support branch head and team in executing operational and administrative tasks.
• Ensure adherence to company policies, procedures, and guidelines.
• 🤝 Sales & Team CoordinationCoordinate with sales advisors, agents, and field executives for documentation and follow-ups.
• Assist in achieving branch sales and business targets through operational support.
• Maintain proper communication between branch staff and head office/back office teams.
• 📋 Documentation & ProcessingCollect, verify, and submit customer and policy documents as per Kotak Life requirements.
• Ensure timely processing of proposals, policy issuance, and service requests.
• Maintain accurate branch records and files (physical and digital).
• 📞 Customer Service & SupportHandle customer queries related to policies, documents, and basic service requests.
• Guide customers on documentation requirements and policy procedures.
• Ensure a positive and professional customer experience at the branch.
• 📊 Reporting & RecordsPrepare and maintain daily/weekly branch reports, MIS, and activity updates.
• Track pending cases, follow-ups, and escalations.
• Share timely updates with branch management.
• ⚙️ Compliance & QualityEnsure compliance with IRDAI guidelines, company SOPs, and internal controls.
• Support audits, inspections, and quality checks as required.
• 🧠 Skills & QualificationsEducation: 12th pass / Graduate preferred.
• Experience: Experience in insurance, banking, finance, or branch operations is an advantage.
• Communication: Good verbal and written communication skills.
• Computer Skills: Basic knowledge of MS Office (Excel, Word), email, and internal systems.
• Customer Handling: Polite, professional, and service-oriented approach.
• Team Player: Ability to coordinate with multiple teams efficiently.
• 💼 Work EnvironmentLocation: Branch office (MR Associates / Kotak Life).
• Reporting To: Branch Manager / Operations Manager.
• Interaction: Sales team, back office, customers, and regional office.

🎯 Role ObjectiveTo ensure efficient branch operations, customer satisfaction, and effective coordination between sales and back-office teams, contributing to the overall growth and service quality of Kotak Life Insurance.