Key Roles & Responsibilities

- Manage and oversee the day-to-day operational activities of the branch.
- Handle end-to-end insurance operations, including policy processing, documentation, renewals, endorsements, and servicing.
- Ensure timely coordination with insurance companies, internal teams, advisors, and clients.
- Maintain accurate records and documentation related to insurance policies and client transactions.
- Identify opportunities for cross-selling and up-selling insurance products to existing and prospective clients.
- Coordinate with the wealth management and sales teams to support insurance business growth.
- Assist Relationship Managers and Business Development teams with operational and product-related requirements.
- Monitor policy renewals and follow up with clients to ensure timely renewals and retention.
- Handle client queries, complaints, and service-related concerns professionally and within defined timelines.
- Ensure smooth onboarding and documentation of clients as per organizational and regulatory requirements.
- Maintain MIS, operational reports, branch records, and other management reports.
- Ensure adherence to company policies, compliance requirements, and standard operating procedures.




- Coordinate with senior management regarding branch performance, operational challenges, and process improvements.
- Support the branch in achieving business and revenue targets through efficient operations and client servicing.
- Develop and maintain strong relationships with clients, insurance partners, and internal stakeholders.
- Identify operational gaps and suggest process improvements to enhance efficiency and client experience.

Required Skills & Competencies

- Strong knowledge of insurance operations and policy servicing.
- Experience in handling insurance products within a wealth management or financial services environment.
- Proven experience in cross-selling insurance policies and identifying business opportunities.
- Strong client servicing and relationship management skills.
- Excellent coordination and stakeholder management abilities.
- Positive understanding of documentation, compliance, and operational processes.
- Strong communication, interpersonal, and problem-solving skills.
- Ability to manage multiple responsibilities and work in a target-oriented environment.
- Proficiency in MS Excel, MS Office, MIS, and reporting.

📌 Branch Operations Manager( Insurance) (Chandigarh)
🏢 WealthVault Research and Analytics
📍 Chandigarh