01Key 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. .
