Branch Relationship Manager - Loyalty channel

Roles and Responsibilities – Branch Relationship Manager (Loyalty Channel) | Life Insurance Customer Relationship ManagementBuild and maintain strong relationships with existing customers.Ensure high customer satisfaction and long-term retention.Address customer queries and provide timely resolution.Business Development & SalesAchieve assigned sales targets for life insurance products.Generate business from the existing customer base through cross-selling and up-selling.Identify opportunities for additional insurance needs.Customer Retention & Loyalty ManagementFocus on retaining high-value and loyal customers.Conduct regular follow-ups with customers for renewals and policy servicing.Develop strategies to increase customer engagement and loyalty.Lead GenerationGenerate leads through branch walk-ins, references, and customer interactions.Convert potential customers into policyholders.Policy ServicingAssist customers with policy issuance, renewals, claims coordination, and documentation.Ensure smooth onboarding and post-sales service.Coordination with Internal TeamsWork closely with branch staff and operations teams for customer support.Coordinate with underwriting and service teams for quick issue resolution.Compliance & DocumentationFollow company policies, IRDA guidelines, and regulatory requirements.Maintain accurate records and documentation.Performance TrackingMonitor daily sales activities and maintain MIS reports.Track business performance and customer retention metrics.Market AwarenessStay updated on competitors, products, and industry trends.Share market insights with management when required. Key Skills Required Communication and relationship-building skillsSales and negotiation abilitiesCustomer handling skillsProblem-solving approachTarget-oriented mindsetKnowledge of life insurance products and processes