Assistant Sales Manager

r3 Consultant; Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

r3 Consultant seeks an energetic Assistant Sales Manager to lead a sales team in Mumbai and Pune. You will drive life insurance sales, build distribution, and hit revenue targets while ensuring compliance with IRDAI guidelines.

The role requires 2–5 years in life insurance or channel sales, strong leadership, excellent communication, and hands-on field work to expand the customer base and improve persistency.

Qualifications

• 2–5 years of experience in Life insurance sales, and direct/channel sales.
• Experience in team handling and target achievement preferred.
• Strong communication and interpersonal skills.
• Good negotiation and convincing abilities.
• Ability to generate business through field sales and relationship management.
• Strong leadership and team-management skills.
• Comfortable with field work and local-market visits.
• Basic knowledge of insurance products and sales processes.
• Good understanding of MS Excel/CRM systems.

Responsibilities

• Achieve monthly, quarterly, and annual sales and revenue targets.
• Recruit, train, mentor, and manage Insurance Advisors/Agents/Sales Executives.
• Generate new business through direct sales, referrals, and local market activities.
• Develop and maintain strong relationships with customers and channel partners.
• Monitor daily sales activities, lead conversion, and team performance.
• Conduct regular field visits and support the team in customer meetings.
• Identify new business opportunities and expand the customer base.
• Ensure proper follow-up on leads and maximize conversion ratios.
• Educate customers about suitable insurance products such as Life Insurance, Health.
• Ensure compliance with company policies, IRDAI guidelines, and sales processes.
• Prepare daily/weekly/monthly sales reports and provide performance updates to the reporting manager.
• Handle customer queries and coordinate with internal teams for smooth policy issuance and servicing.
• Drive persistency, renewals, cross-selling, and up-selling initiatives.

Skills

Sales leadership

Life insurance sales

Channel sales

Team management

Communication

Negotiation

Field sales

CRM/Excel

Tools

MS Excel

CRM systems

Job description

Job Description:

Position: Assistant Sales Manager (ASM)

Industry: Insurance

Department: Sales

Experience: 2–5 Years

Location:Mumbai and Pune

Employment Type: Full-time

Job Summary

We are looking for a dynamic and target-oriented Assistant Sales Manager (ASM) to drive insurance sales, manage a sales team, develop distribution channels, and achieve business targets. The candidate will be responsible for customer acquisition, team productivity, partner management, and ensuring strong market penetration.

Key Responsibilities

• Achieve monthly, quarterly, and annual sales and revenue targets.
• Recruit, train, mentor, and manage Insurance Advisors/Agents/Sales Executives.
• Generate new business through direct sales, referrals, and local market activities.
• Develop and maintain strong relationships with customers and channel partners.
• Monitor daily sales activities, lead conversion, and team performance.
• Conduct regular field visits and support the team in customer meetings.
• Identify new business opportunities and expand the customer base.
• Ensure proper follow-up on leads and maximize conversion ratios.
• Educate customers about suitable insurance products such as Life Insurance, Health .
• Ensure compliance with company policies, IRDAI guidelines, and sales processes.
• Prepare daily/weekly/monthly sales reports and provide performance updates to the reporting manager.
• Handle customer queries and coordinate with internal teams for smooth policy issuance and servicing.
• Drive persistency, renewals, cross-selling, and up-selling initiatives.

Required Skills

• 2–5 years of experience in Life insurance sales, and direct/channel sales.
• Experience in team handling and target achievement preferred.
• Strong communication and interpersonal skills.
• Good negotiation and convincing abilities.
• Ability to generate business through field sales and relationship management.
• Strong leadership and team-management skills.
• Comfortable with field work and local-market visits.
• Basic knowledge of insurance products and sales processes.
• Good understanding of MS Excel/CRM systems.

Key Performance Indicators (KPIs)

• Monthly/annual premium or revenue achievement.
• Number of new policies/customer acquisitions.
• Lead-to-conversion ratio.
• Team productivity and achievement.
• Advisor/agent recruitment and activation.
• Renewal/persistency performance.
• Cross-selling and up-selling.