Bancassurance Sales Manager| Kotak Securities

Kotak Life Insurance; Udaipur District, Bhilwara, Kota; On-site; INR 600,000 - 900,000; Full time

Job summary

Kotak Life Insurance is currently hiring a Sales Manager for our Banca Channel in India. The role focuses on formulating and implementing sales plans for partners to achieve targets, while leading and training partners for sustained performance.

You will set objectives, monitor progress, assist with lead generation and closure, and help partners upsell and cross-sell. Regular feedback collection and growth reviews are part of the day-to-day duties, with payroll under Kotak Life.

Qualifications

• Formulate and implement sales plans for the partner to achieve targets.
• Lead, motivate and train the partner for better performance.
• Set clear objectives to meet partner sales targets.
• Help partners generate and track leads and close sales.
• Assist partners in upsell and cross-sell based on need analysis.
• Facilitate ongoing partner training to maintain productivity.
• Collect regular feedback from partners and customers on selling process.
• Review partner sales plans and support growth.

Responsibilities

• Formulate and implement sales plan for the partner for achieving business targets of sales unit.
• Lead, motivate and train the partner.
• Set and monitor clear objectives to achieve the agreed sales targets for the partners.
• Help partners to generate and track leads, close sales.
• Help partners to upsell and cross sell to customers basis need analysis.
• Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times.
• Take regular feedback from partners and customers on satisfaction on selling process and products.
• Review Sales plan of the partner and support their growth.

Skills

Sales planning

Team leadership

Channel management

Lead generation

Job description

Greetings from Kotak Life Insurance!!

We are Currently hiring for a Sales Manager In our Banca Channel.

Role & responsibilities

Job description:

• 1. The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner.
• 2. Set and monitor clear objectives to achieve the agreed sales targets for the partners.
• 3. Help partners to generate and track leads, close sales.
• 4. Help partners to upsell and cross sell to customers basis need analysis
• 5. Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times.
• 6. Take regular feedback from partners and customers on satisfaction on selling process and products.
• 7. Review Sales plan of the partner and support their growth.
• 8. The employee will be on payroll of Kotak Life.