Sales Team Leader

Key Responsibilities :

1. Sales Team Management :

• Supervise and manage a team of 5 10 sales executives or relationship managers.
• Assign monthly targets, track daily performance, and ensure achievement of insurance sales goals (life, health, general insurance).
• Conduct regular team meetings, reviews, and field visits to drive productivity and motivation.

2. Bancassurance Sales Strategy :

• Work in close collaboration with the bank branch staff and managers to generate leads and cross-sell insurance products to the existing customer base.
• Implement strategic initiatives to increase penetration of insurance policies within the assigned bank branches.
• Ensure seamless integration between bank relationship teams and the insurance sales team.

3. Training and Development :

• Identify training needs of the team and conduct periodic product, process, and soft-skills training.
• Support team members in customer meetings, helping close high-value deals.
• Encourage a consultative sales approach to build long-term relationships.

4. Customer Relationship Management :

• Ensure high levels of customer satisfaction by delivering professional service and personalized solutions.
• Handle escalated customer queries or complaints and ensure timely resolution.
• Maintain post-sales relationships to support renewal and up-sell opportunities.

5. Reporting and Compliance :

• Prepare daily/weekly/monthly sales reports for management.
• Ensure adherence to regulatory and compliance standards (IRDAI guidelines, documentation, KYC norms, etc.).
• Maintain accurate sales and customer records in CRM or internal systems.