Branch relationship manager

Zurich Kotak General Insurance; Hyderabad; On-site; INR 450,000 - 650,000; Full time

Job summary

Zurich Kotak General Insurance in Hyderabad seeks a Branch Relationship Manager to build and sustain strong customer relationships, assess insurance needs, and recommend motor, health, and home policies. This full-time, on-site role focuses on delivering service excellence, timely policy issuance, renewals, and cross-functional collaboration with underwriting and claims teams.

You will drive branch-level sales, meet revenue targets, participate in local marketing initiatives, and contribute to

Qualifications

• CRM and client servicing experience.
• Sales and revenue target achievement experience.
• Excellent communication and interpersonal skills.
• Analytical approach to portfolio performance and client needs.
• Knowledge of motor/health/home insurance products and regulatory norms.
• Experience in branch banking/insurance is beneficial.

Responsibilities

• Build and maintain strong customer relationships and understand insurance needs.
• Manage branch-level sales activities and meet revenue targets.
• Handle customer queries, service requests, and ensure timely policy issuance/renewals.
• Coordinate with underwriting and claims teams and monitor portfolio performance.
• Support local marketing initiatives and participate in branch reviews to drive improvements.

Skills

CRM management

Sales & business development

Communication

Analytical skills

Insurance product knowledge

Stakeholder collaboration

Regulatory compliance awareness

Education

Bachelor's degree in business/finance/commerce

Tools

CRM software

Job description

Company Description

Zurich Kotak General Insurance Company (India) Limited is a 70:30 joint venture between Zurich Insurance Group and Kotak Mahindra Bank, formed in August 2024 through Zurich's majority acquisition of Kotak Mahindra General Insurance Company Limited. As one of the youngest and fastest-growing non-life insurance franchises in India, the company focuses on building a brighter future by insuring the things people value. Established originally in 2015 as Kotak General Insurance, it serves the expanding non-life insurance segment across diverse customer groups and geographies. Zurich Kotak General Insurance offers a broad range of products including Motor, Health, and Home insurance. The company emphasizes a differentiated value proposition through customized products and services, supported by advanced technology and robust digital infrastructure.

Role Description

This is a full-time, on-site Branch Relationship Manager role based in Hyderabad. The Branch Relationship Manager will build and maintain strong relationships with customers, understand their insurance needs, and recommend appropriate non-life insurance products such as motor, health, and home policies. Responsibilities include managing branch-level sales activities, meeting business targets, handling customer queries and service requests, and ensuring timely policy issuance and renewals. The role involves coordinating with internal teams for underwriting and claims, monitoring portfolio performance, and maintaining high standards of customer satisfaction and compliance. The Branch Relationship Manager will also support local marketing initiatives, participate in branch reviews, and contribute to process improvements and operational efficiency.

Qualifications

• Candidates should possess strong customer relationship management and client servicing skills, with the ability to build trust and long-term engagement.
• Candidates should possess sales and business development capabilities, including cross-selling, upselling, and achieving branch-level revenue targets.
• Candidates should possess communication and interpersonal skills, including clear spoken and written communication and effective stakeholder collaboration.
• Candidates should possess basic analytical and problem-solving skills to assess client needs, review portfolio performance, and resolve issues efficiently.
• Candidates should possess knowledge of general insurance products and processes, preferably in motor, health, and home insurance, along with awareness of regulatory and compliance norms.
• Relevant experience in branch banking, insurance, or financial services relationship management is beneficial.
• A bachelor's degree in business, finance, commerce, or a related field is preferred; professional certifications in insurance are an advantage.
• Ability to work on-site in Hyderabad, manage multiple priorities, and use standard office and CRM tools efficiently.