Upstox - Manager - Contact Center (Insurance)

Location: Mumbai
Department: Operations
Employment Type: Full-time
Work Type: On-site

Job Description

Manager - Contact Center (Insurance)

The Upstox Story
Upstox is one of India's leading fintech companies with a mission to simplify trading & investing to make it easily accessible to the masses. We aim to enable everyone, from new investors to seasoned traders, to invest across multiple categories with our state-of-the-art trade & investment platform and commission-free pricing.

Our mission is simple - to break down the complexities of investing and make it more effortless, accessible, affordable, and easy for the masses to adopt.

Here is what you need to know about this role:

Job Title: Manager - Contact Center

Sales Leadership:

• Lead and manage the Insurance Telesales function.
• Work closely with Outsourced Vendor Team to drive sales.
• Analyse the funnel volume, quality and implement approach to drive revenue.
• Work closely with the Product, Tech, and CRM Team to enhance the workflow and customer experience.
• Develop and implement sales strategies to achieve revenue targets.
• Monitor sales performance and provide coaching/feedback.
• Own the Sales Target, identify and implement interventions to achieve the predefined targets.
• Monitor & enhance performance at Agent & Team level.

Sales Operations:

• Manage sales processes, workflows, and systems.
• Ensure compliance with regulatory requirements and company policies.
• Maintain accurate sales records and publish reports.

Customer Service:

• Ensure exceptional customer experience through timely issue resolution.
• Foster strong relationships with customers and stakeholders.

Training and Development:

• Develop and deliver training programs for sales representatives.
• Identify skill gaps and provide coaching/mentoring.

Focus Products:

• Life Insurance
• Health Insurance
• General Insurance (Motor, Travel, any other product)

Must Have:

• Proven track record of meeting/surpassing sales targets.
• Strong leadership, communication, and interpersonal skills.
• Insurance industry knowledge (life, health, motor).

Great to Have:

• Insurance licensing.
• Experience with CRM software.

If you fit the above description, we would love to connect with you! APPLY NOW!

Upstox is an Equal Opportunity Employer; all qualified applicants will receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or other characteristics.

• Job Function: Sales/Business Development
• Industry: Banking, Financial Services & Insurance (Other Banking, Financial Services & Insurance)