Branch Relationship Executive

The Branch Relationship Executive is responsible for building and maintaining customer relationships within the branch channel, promoting life insurance products, and achieving sales targets. The role involves lead generation, customer servicing, and coordination with branch staff to drive business growth.

• 🔹 Key Responsibilities🏦 Work closely with branch staff to generate leads for life insurance products
• 👥 Meet customers in-branch and explain suitable insurance plans
• 📈 Achieve monthly and quarterly sales targets
• 📞 Follow up on leads and maintain strong customer relationships
• 📝 Assist customers with documentation and policy processing
• 🔄 Ensure timely renewal premium collection and policy servicing
• 📊 Maintain daily sales reports and MIS updates
• 🤝 Cross-sell and upsell insurance products as per customer needs
• 🎯 Participate in branch activities, campaigns, and promotional drives
• 🧠 Required SkillsStrong communication and interpersonal skills
• Sales and persuasion ability
• Customer relationship management
• Target-oriented mindset
• Basic knowledge of life insurance products
• MS Office proficiency
• 🎓 QualificationGraduate in any discipline
• 0–3 years of experience in sales / banking / insurance preferred
• IRDAI certification (if required as per company norms)
• 💼 Work EnvironmentBranch-based role
• Direct customer interaction
• Performance-driven incentives structure
• Coordination with bank/branch staff and reporting to Channel Manager