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Branch Operations Manager( Insurance)

1.00 to 10.00 Years Chandigarh 16 Sep, 2026

WealthVault Research and Analytics Pvt Ltd

Job Location	Chandigarh
Education	Not Mentioned
Salary	Not Disclosed
Industry	BFSI
Functional Area	Not Mentioned
EmploymentType	Full-time

Job Description

Key Roles & ResponsibilitiesManage 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 & CompetenciesStrong 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.Good 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. .

Keyskills :
Insurance operationsPolicy processingDocumentationRenewalsEndorsementsClient servicingUpsellingWealth managementSales coordination

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