Team Leader - PD - KBL Banca - Vile parle

Bharti AXA Life Insurance Company

United States

On-site

USD 60,000 - 120,000

Full time

3 days ago
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Job summary

Bharti AXA Life Insurance Company is seeking a results-driven leader for its Partnership/ Bancassurance channel. The role focuses on sales orientation, recruitment, and customer persistency, with emphasis on coaching and performance development.

The ideal candidate will drive performance, train the sales team on product knowledge, and foster strong customer relationships to boost repeat business and loyalty.

Qualifications

  • Competency- Results Orientation: encourages the team to set challenging yet achievable sales, recruitment and persistency goals.
  • Competency- Sales Orientation: researches and stays updated on life insurance products and services.
  • Meets or exceeds monthly/quarterly sales targets.
  • Proactively identifies and addresses customer needs and concerns.
  • Knows customer segments in locality and builds loyalty with customers.
  • Provides product knowledge training to sales team.
  • Analyzes customer feedback and improves processes and services.
  • Promotes integrity and ethical behavior within the team.
  • Leads with a clear vision and strategy for the team.
  • Develops a diverse pipeline of potential advisors and partners.

Responsibilities

  • Regularly reviews team performance on KPI, incentive targets and provides feedback.
  • Recognizes and rewards team members who exceed targets.
  • Meets or exceeds monthly/quarterly sales targets.
  • Develops strong relationships with existing customers to drive repeat business.
  • Identifies customer needs and recommends suitable solutions.
  • Provides product knowledge training to sales team to enhance customer experience.
  • Ensures ethical sales practices and compliance with regulations.
  • Motivates and inspires the team to perform at a high level.
  • Delegates tasks effectively and coaches team members.
  • Leads recruitment and distribution of high-potential advisors.

Skills

Goal Setting
Time Management
Target Focus
Performance Review
Feedback Use
Product Knowledge
Prospecting
Communication
Customer Understanding
Closing Skills
Customer Service
Relationship Building
Active Listening
Problem Solving
Feedback Handling
Integrity
Compliance
Fairness
Responsibility
Ethical Behavior
Motivation
Teamwork
Delegation
Coaching
Support
Lead Generation
Networking
Interviewing

Job description

2 - 10 Years

Permanent - FLS

Job Description
  • Competency- Result Orientation
    Definition-
    Encourages the team to set challenging yet achievable sales, recruitment and persistency goals (13th and 25th month)

Regularly reviews self and team performance on KPI, incentive targets and provides feedback to help them improve

Recognizes and rewards team members who consistently exceed their sales, recruitment and persistency targets (KPI)
Skillset required-
Goal Setting, Time Management, Target Focus, Performance Review, Feedback Use

  • Competency - Sales Orientation
    Definition-
    Proactively researches and stays updated on new life insurance products and services

Identifies customer needs and recommends appropriate solutions

Develops strong relationships with existing customers to drive repeat business

Meets or exceeds monthly/quarterly sales targets
Skillset required-
Product Knowledge, Prospecting, Communication, Customer Understanding, Closing Skills

Proactively identifies and addresses customer needs and concerns

Knows customer segments in the locality and develops strong relationships with customers to foster loyalty and trust

Provides product knowledge training to sales team to enhance customer experience

Analyzes customer feedback and implements improvements to processes and services
Skillset required-
Customer Service, Relationship Building, Active Listening, Problem Solving, Feedback Handling

  • Competency- Work Ethics
    Definition-
    Promotes a culture of integrity and ethical behavior within the team

Ensures sales practices comply with relevant laws, regulations, and industry standards

Provides guidance to sales representatives on ethical dilemmas and decision-making

Takes prompt action to address any unethical conduct or misconduct towards brand values
Skillset required-
Integrity, Compliance, Fairness, Responsibility, Ethical Behavior

  • Competency - People and Team Leadership
    Definition-
    Communicates a clear vision and strategy for the team to achieve organizational objectives

Motivates and inspires the team to perform at a high level

Delegates tasks and responsibilities effectively to leverage team members' capabilities

Provides constructive feedback and coaching to help team members develop their skills

Skillset required-
Motivation, Teamwork, Delegation, Coaching, Support

  • Competency - Recruitment/Distribution Skills
    Definition-
    Proactively identifies and maintains a diverse pipeline of potential advisors and partners using established criteria, competitor mapping, and professional networking.

Develops and delivers a compelling value proposition that clearly articulates the career opportunity, compensation, and support structure, effectively influencing and convincing high-potential advisors and partners to join the team.

Skillfully anticipates and manages advisor objections through clear communication, factual evidence, and motivational techniques.

Effectively leverages existing networks, professional referrals, and natural market opportunities to consistently generate quality leads for distribution expansion.

Demonstrates the ability to attract established and high-performing distributors or teams from competitor organizations by highlighting the unique advantages and growth opportunities the company offers.

Ensures a good selection process is followed, and successful recruits are smoothly integrated by providing initial training and necessary resources to facilitate a fast start in the role.

Skillset required-
Lead Generation, Networking, Prospecting, Communication, Interviewing

Job Snapshot

Updated Date

15-10-2026

Job ID

Job_9140

Department

Partnership Distribution - Bancassurance SSF - KBL

Location

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