Branch Relationship Manager

Max Life Insurance

Pune

8-13 Years

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Posted 6 hours ago
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Job Description

Customer Relationship ManagementBuild and maintain strong relationships with customers, providing personalized service and addressing their financial needs
Conduct regular meetings and reviews with customers to understand their goals, financial situations, and requirements
Recommend and offer appropriate banking products and services, such as loans, deposits, investment options, and insurance
Handle customer inquiries, complaints, and requests, ensuring prompt and satisfactory resolution
Sales and Business DevelopmentDevelop and implement strategies to achieve branch sales targets and revenue goals
Identify cross-selling and upselling opportunities to promote additional banking products and services
Actively prospect for new customers through networking, referrals, and community involvement
Conduct sales presentations, product demonstrations, and financial education sessions for customers
Team Leadership and CollaborationLead and manage a team of customer service representatives, providing guidance, training, and performance evaluations
Foster a positive and motivating work environment, encouraging teamwork, collaboration, and professional growth
Collaborate with other departments, such as lending, operations, and marketing, to ensure seamless customer experiences and efficient branch operations
Coordinate with internal stakeholders to address customer issues, escalate complex problems, and streamline processes
Compliance and Risk ManagementEnsure compliance with regulatory requirements, internal policies, and procedures
Stay updated with industry regulations and changes, implementing necessary measures to mitigate risks and maintain a compliant branch
Conduct regular audits and reviews to identify and resolve any compliance or risk-related issues
Educate branch staff on compliance guidelines and best practices
Branch Performance and Operational ExcellenceMonitor and analyze branch performance metrics, such as sales targets, customer satisfaction, and operational efficiency
Develop action plans to address performance gaps and improve overall branch performance
Implement operational processes and controls to ensure smooth branch operations, cash management, and security measures
Collaborate with the regional or area manager to align branch goals with organizational strategies
QualificationsBachelor's degree in Business, Finance, or a related field
Advanced degrees or certifications are a plus
Proven experience in retail banking, branch management, or relationship management roles
Strong knowledge of banking products, services, and financial industry trends
Excellent customer service and relationship-building skills
Sales-oriented mindset with a track record of meeting or exceeding sales targets
Leadership abilities, with experience in managing and motivating a team
Understanding of compliance regulations and risk management in the banking industry
Strong communication, negotiation, and interpersonal skills
Analytical thinking and problem-solving abilities
Proficiency in banking software and systems
Ability to work in a fast-paced and dynamic environment
Availability to work flexible hours, including evenings and weekends, as needed by the branch's operational hours

More Info

Job Type:

Permanent Job

Industry:

Life Insurance

Role:

Relationship Mgr /Account Servicing

Function:

Sales/Business Development

Employment Type:

Full time

Open to candidates from:

Indian

About Company

Max Life Insurance

Max Life Insurance Company Limited is an Indian life insurance company headquartered in New Delhi. It is the largest non-bank private-sector life insurer in India and operates as an 80:20 joint venture between Max Financial Services and Axis Bank. Max Life provides a range of life insurance plans, including protection, savings, child, and pension plans. In FY 2024, Max Life reported an Embedded Value (EV) of 19,494 crore.

Job ID: 113103721

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