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Branch Relationship Executive - Sales And Operations

Branch Relationship Executive - Sales And Operations

TekPillar

1 - 3 years

2 - 3 Lacs

surat cuddalore

Posted:4 days ago| Platform:

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Skills Required

branch operations insurance aftersales bank life insurance bfsi renewals after sales service client satisfaction customer relationship customer support upselling lead generation sales support associate operations li sales service client relationship post sales

Work Mode

Work from Office

Job Type

Full Time

Job Description

Location:

Job Overview

Branch Relationship Executive (Sales & Operations)

This is strictly a 50% Sales + 50% Operations role.
Candidates who are interested only in operations should not apply.
Apply only if you are comfortable handling sales activities along with branch operations.

Key Responsibilities

Branch Operations

Handle day-to-day branch operations and ensure smooth functioning
Coordinate with internal teams for timely execution of tasks
Maintain accurate records, MIS, and reports
Identify operational issues and suggest process improvements
Ensure compliance with company policies and procedures
Maintain a safe and organized branch environment

Sales & Customer Engagement

Calling for
policy revival
Sales support to the branch team
Cross-sell and up-sell insurance products to walk-in customers
Handle customer queries and provide excellent service
Support branch targets and meet assigned timelines

Mandatory Experience

Minimum 1 year of experience in the BFSI sector is mandatory
Experience in insurance, banking, NBFC, or financial services preferred

Qualification

Graduate in any discipline

Preferred Skills

Strong communication skills (verbal and written)
Customer-focused approach
Good problem-solving ability
Organized with strong time management skills
Comfortable with calling, sales interaction, and branch operations
Ability to work in a fast-paced environment

Important Note

Please apply only if you are genuinely interested in both Sales and Operations.

For More Information:

Komal B. / HR Team

Phone/WhatsApp: +91 93289 59079

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