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Senior Branch Relationship Manager - Direct Loyalty Sales - Life Insurance
Prodigy Recruitment Consulting
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Bhopal, Pune, Chhatrapati SambhajinagarInsuranceCybersecurityFintech
Relationship ManagementSalesLife InsuranceFinancial ServicesCustomer ServiceFinancial PlanningDirect SalesBranch ManagementCommunicationFinancial Advice
Senior Branch Relationship Manager - Direct Loyalty Sales - Life Insurance
This role is focused on building and maintaining strong relationships with clients while driving direct sales of life insurance products. The Senior Branch Relationship Manager will be responsible for identifying opportunities, providing tailored financial solutions, and ensuring exceptional customer service within a branch setting.
Key Responsibilities:
- Building and maintaining a portfolio of clients.
- Identifying and pursuing sales opportunities for life insurance products.
- Providing financial advice and recommending suitable insurance solutions.
- Ensuring compliance with regulatory requirements and company policies.
- Achieving sales targets and contributing to branch growth.
- Providing excellent customer service and resolving client inquiries.
- Collaborating with team members to achieve overall branch objectives.
Requirements/Qualifications:
- Minimum of 9 to 14 years of experience in sales, preferably in the financial services or insurance industry.
- Proven track record of achieving sales targets.
- Strong relationship-building and communication skills.
- Excellent understanding of life insurance products and financial concepts.
- Ability to work independently and as part of a team.
- Customer-focused approach with a commitment to providing exceptional service.
About the Company: Prodigy Recruitment Consulting is a firm specializing in connecting talented professionals with leading organizations. They focus on providing recruitment solutions across various industries, helping businesses find the right people to drive their success.
AI enhanced job description
Source: hudsonsignalsRecruiter: Rekroot
Posted: 9/8/2026d31ecc29-24c9-439a-9290-5e5cedc8ed46