Team Lead - Banca channel

1. Sales Management

• Drive life insurance sales through bank branch channels to achieve monthly and annual targets.
  
• Monitor daily business performance, lead generation, conversion ratios, and productivity metrics.
  
• Implement effective sales strategies, campaigns, and goal-setting for the team.
  
• Ensure cross-selling and upselling of suitable life insurance solutions based on customer profiles.
  

2. Team Leadership & People Development

• Manage and motivate a team of Relationship Managers/Insurance Specialists.
  
• Conduct regular coaching, joint field calls, and performance reviews.
  
• Identify skill gaps and conduct training sessions on products, sales skills, and compliance.
  
• Support recruitment and onboarding of new team members.
  

3. Bank Branch Relationship Management

• Build strong relationships with branch managers, staff, and key stakeholders to ensure consistent support.
  
• Conduct daily/weekly branch meetings to align on sales activities and business opportunities.
  
• Provide product knowledge sessions and motivate bank staff to participate in insurance sales.
  

4. Customer Engagement

• Support the team in identifying customer needs and recommending appropriate life insurance solutions.
  
• Ensure high-quality customer interactions, high persistency, and superior service experience.
  
• Resolve complex customer concerns and ensure adherence to service quality standards.
  

5. Compliance & Process Adherence

• Ensure all sales activities comply with IRDAI, company, and bank partner regulations.
  
• Maintain accurate records, documentation, and reporting.
  
• Monitor quality of sales, prevent mis-selling, and ensure ethical business practices.
  

6. Business Planning & Reporting

• Prepare daily/weekly/monthly dashboards and share insights with senior management.
  
• Analyze branch performance, identify gaps, and implement corrective action plans.
  
• Track market trends and competitor offerings to optimize sales strategies.
  

Key Skills & Competencies

• Strong knowledge of life insurance products and bancassurance operations.
  
• Team management and leadership skills.
  
• Excellent communication, negotiation, and relationship-building capabilities.
  
• Target-driven mindset with strong analytical and problem-solving skills.
  
• Customer-centric approach with high integrity.