Branch Manager

Company Description Bajaj Life Insurance is one of India’s fastest-growing life insurance companies, offering a wide range of solutions including ULIPs, term insurance, retirement, and child plans to help individuals meet long-term financial goals. With over 3.47 crore policyholders, assets under management of ₹1.34 lakh crores, and a 99.33% claim settlement ratio, the company focuses on financial protection, wealth creation, and reliability. Bajaj Life operates through 598 branches, over 1.61 lakh insurance consultants, and leading bank partnerships, ensuring strong reach and customer-first service. An innovation-driven and collaborative culture supports more than 27,000 employees, earning recognition as a Great Place to Work and multiple “Best Employer India” awards. The company also invests in digital platforms such as WhatsApp-based services and its Smart Assist Platform to provide convenient, technology-enabled customer experiences.

Role Description The Branch Manager role at Bajaj Life in Agra is a full-time, on-site position responsible for leading branch operations and driving business growth. The Branch Manager oversees sales activities, manages and mentors the branch team, and ensures achievement of targets for life insurance products across customer segments. Daily responsibilities include monitoring performance metrics, implementing local marketing initiatives, maintaining strong relationships with customers and distribution partners, and ensuring adherence to company policies and regulatory requirements. The role involves reviewing branch processes for efficiency, resolving customer queries or issues promptly, and ensuring high standards of service delivery. The Branch Manager collaborates with regional leadership to execute strategic plans, support talent development, and maintain a culture of ethical conduct and continuous improvement within the branch.

Qualifications

• Strong leadership and people management skills, including team coaching, performance monitoring, and conflict resolution.
• Experience in branch operations, sales management, and business development within financial services or insurance.
• Customer relationship management abilities, with a focus on service quality, problem-solving, and retention.
• Solid understanding of life insurance products, compliance standards, and regulatory guidelines.
• Analytical and planning skills to interpret data, set targets, forecast business, and optimize branch performance.
• Effective communication and interpersonal skills for working with customers, consultants, and internal stakeholders.
• Proficiency in basic office productivity tools and comfort with digital platforms and CRM systems.
• Bachelor’s degree in business, finance, marketing, or a related field; an MBA or equivalent postgraduate qualification is an advantage.
• Prior experience in managing a branch or a large sales team is highly preferred.
• Ability to work on-site in Agra and travel locally for client and partner meetings as needed.