Branch Relationship Manager

T&N Business Services; Ludhiana; On-site; INR 350,000 - 600,000; Full time

Job summary

T&N Business Services in Ludhiana is seeking a sales-focused professional to drive life insurance and financial product sales through the Direct Channel. You will acquire new customers through walk-ins, references, and self-generated leads, and build strong relationships to secure repeat business.

The role involves need-based selling, timely policy issuance, documentation completion, and maintaining high customer service standards while resolving queries.

Qualifications

• Graduate in any discipline.
• Experience in Direct Sales / Agency / Retail Insurance preferred.
• Local market knowledge will be an added advantage.

Responsibilities

• Drive sales of life insurance / financial products through the Direct Channel.
• Acquire new customers through walk-ins, references, and self-generated leads.
• Build and maintain strong relationships with customers to ensure repeat business.
• Conduct need-based selling and provide suitable insurance solutions.
• Achieve assigned monthly and quarterly sales targets.
• Ensure timely issuance of policies and completion of documentation.
• Maintain high customer service standards and resolve customer queries.

Skills

Direct sales

Insurance sales

Education

Graduate in any discipline

Job description

Role & responsibilities

• Drive sales of life insurance / financial products through the Direct Channel.
• Acquire new customers through walk-ins, references, and self-generated leads.
• Build and maintain strong relationships with customers to ensure repeat business.
• Conduct need-based selling and provide suitable insurance solutions.
• Achieve assigned monthly and quarterly sales targets.
• Ensure timely issuance of policies and completion of documentation.
• Maintain high customer service standards and resolve customer queries.

Preferred candidate profile

• Graduate in any discipline.
• Experience in Direct Sales / Agency / Retail Insurance preferred.
• Local market knowledge will be an added advantage.