Sales Manager

6 days ago


Lucknow India Tata Mutual Fund Full time

Job Description Job Description 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.


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