Branch Relationship Manager Loyalty channel

Roles and Responsibilities Branch Relationship Manager (Loyalty Channel) Life Insurance

1. Customer Relationship Management

• Build and maintain strong relationships with existing customers.
• Ensure high customer satisfaction and long-term retention.
• Address customer queries and provide timely resolution.

1. Business Development & Sales

• Achieve 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.

1. Customer Retention & Loyalty Management

• Focus 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.

1. Lead Generation

• Generate leads through branch walk-ins references and customer interactions.
• Convert potential customers into policyholders.

1. Policy Servicing

• Assist customers with policy issuance renewals claims coordination and documentation.
• Ensure smooth onboarding and post-sales service.

1. Coordination with Internal Teams

• Work closely with branch staff and operations teams for customer support.
• Coordinate with underwriting and service teams for quick issue resolution.

1. Compliance & Documentation

• Follow company policies IRDA guidelines and regulatory requirements.
• Maintain accurate records and documentation.

1. Performance Tracking

• Monitor daily sales activities and maintain MIS reports.
• Track business performance and customer retention metrics.

1. Market Awareness

• Stay updated on competitors products and industry trends.
• Share market insights with management when required.

Key Skills Required:

• Communication and relationship-building skills
• Sales and negotiation abilities
• Customer handling skills
• Problem-solving approach
• Target-oriented mindset
• Knowledge of life insurance products and processes