Manager - Cross Sell/Upsell (Revenue Generation & Sales Analytics)

Role Summary:

We are looking for a driven and result-oriented professional to handle the TCVM (Telecalling Voice Model) vertical within the E-Commerce channel at HDFC Life. This is a performance-driven sales role, focused on driving cross-sell and up-sell of insurance products to existing customers through tele-calling.

The ideal candidate will be responsible for planning, strategizing, and executing sales campaigns, managing a team of both inbound/ outbound agents, and achieving aggressive revenue targets using data-backed insights.

Key Responsibilities (KRAs):

Sales Strategy & Target Achievement:

• Own end-to-end delivery of monthly, quarterly, and yearly sales targets for the TCVM vertical.
• Drive cross-sell and up-sell initiatives to existing customers using outbound voice-based communication.
• Conceptualize and execute product-specific sales campaigns based on customer profiles, behavior, and product suitability.
• Build and maintain robust sales pipelines using daily calling data and lead funnels.

Team & Call Centre Management:

• Lead and coordinate with a team of tele-calling agents to maximize productivity and conversions.
• Ensure consistent agent performance through target setting, tracking, and real-time feedback loops.
• Identify training needs, sales enablers, and process improvements to improve conversion rates and reduce drop-offs.
• Understand /study /research competition, Work with CC to define Focused Sale script and sales Punchlines , Track performance sales scripts and select the best script which willnhep improve sales

Data-Driven Decision Making:

• Analyze customer databases to segment and prioritize calling lists based on product relevance and purchase propensity.
• Work closely with the analytics and lead management teams to allocate the right data to the right campaigns.
• Track performance metrics daily, and fine-tune strategies to maximize efficiency and sales outcomes

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Campaign Management & Execution:

• Design and execute tactical and strategic campaigns aimed at enhancing sales volumes.
• Closely monitor campaign-wise performance and take corrective actions where needed.
• Liaise with internal teams including product, marketing, operations, and tech to ensure smooth execution.

Reporting & Governance:

• Provide regular sales reports, performance dashboards, and MIS updates to leadership.
• Ensure governance, compliance, and discipline across the calling processes.

Key Requirements:

• Experience:

  3-5 years of strong experience in sales(Insurance only), preferably in insurance, financial services, fintech, or voice-based e-commerce.

• Creative

  Should be highly creative and should have out of box thinking approach , should have Zeal to try different ideas and make them work for process

• Sales Leadership:

  Proven ability to manage sales teams and deliver on aggressive revenue targets.

• Data Orientation:

  Hands-on experience with Excel, SQL, sales dashboards, lead management tools; ability to analyze data to optimize sales efforts.

• Execution Focus:

  High sense of ownership, attention to detail, and ability to drive outcomes through large tele-calling setups.

• Communication:

  Strong interpersonal and communication skills; must be able to influence and drive performance through teams.

Preferred Qualifications:

• Bachelor's degree in Business, Marketing, Finance, or a related field.
• Exposure to CRM platforms and voice-based sales environments.
• Prior experience in managing outsourced or captive call centre partners.