About this role
Overview:
We are seeking a motivated and dynamic individual for the role of Insurance Sales Manager in the Cross-Sell team. The ideal candidate will have prior experience in life/general insurance sales, demonstrate strong leadership skills, and possess a passion for driving team success. In this role, you will be responsible for achieving the Cross-Sell sales target & managing a team of 3-4 Customer Relationship Executives (CREs) and ensuring the team meets sales targets while maintaining high levels of customer satisfaction.
Key Responsibilities:
• Drive insurance sales through interaction with insurance partners and prospective customers.
• Build and maintain strong relationships with both insurance partners and potential customers to close sales deals efficiently.
• Work towards meeting monthly, quarterly, and yearly sales targets while developing strategies for achieving growth and improving sales processes.
• Supervise and guide a team of 3-4 CREs, ensuring that they are on track to achieve individual and team sales targets.
• Provide ongoing coaching, training, and performance feedback to CREs to help them improve their sales skills and achieve KPIs.
• Monitor individual and team performance against set goals, and provide motivation, guidance, and corrective actions when needed.
• Optimize team productivity by effectively managing the team of relationship managers so to assure achievement of team results and thereby meet the business targets and profitability of the area.
• Stay updated on industry trends and competitive landscape to effectively pitch and close insurance sales.
• Track sales performance and provide regular updates to supervisors on team progress, potential risks, and areas for improvement.
• Ensure compliance to all Audit / RBI / IRDAI regulations as well as processes, policies and reports as per company designed systems.
Skills and Competencies:
• Minimum 4 year of experience in insurance sales, with a proven track record of achieving sales targets.
• Strong team management skills with the ability to motivate, mentor, and lead a team.
• Good verbal and written communication skills, with the ability to build relationships with clients and internal teams effectively.
Desired Qualifications:
• Graduate in any discipline.
• Proficient in MS Office.
• Knowledge of insurance products and the market.