Team Leader (TL)

The Team Leader (TL) is responsible for recruiting, managing, developing, and motivating a team of Insurance Advisors/Agents to achieve sales targets for Kotak Life Insurance. The role involves team management, business development, customer relationship building, and ensuring compliance with company standards. Key Responsibilities 1. Team Recruitment & Development Recruit, onboard, and train Insurance Advisors/Agents. Guide team members on products, sales techniques, and field activities. Conduct regular team meetings, coaching sessions, and performance reviews. 2. Sales & Target Achievement Drive sales from the team to achieve monthly and yearly targets. Monitor daily activities and performance of advisors. Create action plans for business growth in assigned territory. 3. Business Development Identify new market opportunities and expand business. Support advisors in client meetings, joint calls, and closing sales. Promote Kotak Life products through effective strategies. 4. Customer Relationship Management Ensure high-quality customer service and policy servicing. Maintain long-term relationships with clients to encourage renewals and referrals. 5. Compliance & Reporting Ensure team follows all regulatory guidelines (IRDAI norms). Maintain records of advisor performance, sales reports, and market feedback. Submit regular updates to the Branch Manager/Unit Manager. Skills & Competencies Strong communication & leadership skills. Ability to motivate and manage a team. Good knowledge of life insurance products. Target-oriented with strong sales skills. Relationship-building and negotiation abilities. Eligibility & Requirements Minimum qualification: Graduate (preferred). 1–3 years of experience in sales/insurance; leadership experience preferred. Age: 22–35 years (may vary by branch). Must be comfortable with field sales and advisor recruitment.