Roles and Responsibilities – Branch Relationship Manager (Agency Channel) | Life Insurance
• Agency Partner Recruitment
• Recruit and onboard insurance advisors/agents for the branch.
• Identify potential candidates and build a strong agency network.
• Advisor Training & Development
• Train agents on products, sales processes, and compliance guidelines.
• Conduct regular coaching sessions to improve productivity.
• Sales Target Achievement
• Drive life insurance sales and achieve assigned business targets.
• Monitor daily, weekly, and monthly performance.
• Business Development
• Generate new business opportunities through agents and referrals.
• Develop strategies to increase branch revenue.
• Relationship Management
• Maintain solid relationships with advisors and key stakeholders.
• Resolve partner concerns and provide support.
• Team Management
• Motivate and guide agency advisors to improve performance.
• Track advisor activation and retention.




• Customer Acquisition
• Support agents in customer meetings and policy closures.
• Ensure quality customer service and customer retention.
• Compliance & Documentation
• Ensure adherence to company policies and regulatory guidelines.
• Verify proper documentation and policy issuance processes.
• Market Analysis
• Track competitor activities and market trends.
• Identify opportunities for growth in the assigned territory.
• Reporting
• Prepare sales reports and provide updates to management.
• Monitor branch productivity and business metrics. Key Skills Required
• Sales and relationship management
• Team handling and leadership
• Communication and negotiation skills
• Target-oriented approach
• Knowledge of life insurance products and processes

📌 Branch Relationship Manager (India)
🏢 SkillLabs
📍 India