Branch Manager - Agency channel / Direct channel

0 - 5 years

2 - 6 Lacs

Posted:5 hours ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

Position - Branch Manager - Agency channel / Direct channel

KEY RESPONSIBILITIES

Service through relationship management

  • Establishing and strengthening relationship with the allocated customer base.

  • Ensure retention of customers in his/her allocated Book of Relations (existing customer database).

  • Act as single point of contact for customers for any customer query/complaint.

  • Identify financial goals of customers and providing financial planning assistance.

  • Competition Analysis for giving professional advice to customer

  • Fix self appointments everyday from the given customer database as per the campaign Sales

  • Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards.

Key Relationships (Internal /External)

  • Internal HR/Trainers/Supervisors/Peers

  • External- Customers Key competencies/skills required

  • Process & Result orientation

  • Customer centricity & relationship building

  • Basic Computer Knowledge.

  • Good communication skills- English and regional language

Qualification :- Graduation / Post Graduation

Experience 8 to 15 Years in Life Insurance

Salary - No bar for Right Candidate

Location - Jalandhar ,Chandigarh ,Patiala ,Amritsar

Industry - Insurance

Interested Candidates please send your cv on

Contact number - 9893711935

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