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.
Tata Capital Limited is a subsidiary of Tata Sons Limited. The Company is registered with the Reserve Bank of India as a Core Investment Company and offers through itself and its subsidiaries fund and fee-based financial services to its customers, under the Tata Capital brand.
As a trusted and customer-centric, one-stop financial services provider, Tata Capital caters to the diverse needs of retail, corporate and institutional customers, across various areas of business namely the Commercial Finance, Infrastructure Finance, Cleantech Finance, Wealth Management, Consumer Loans and distribution and marketing of Tata Cards. Tata Capital has over 500+ branches spanning all critical markets in India.
