Job Title
Sales Manager
Department
Sales & Business Development
Reports To
Director
Job Location
Hathras
Employment Type
Full-Time
Job Summary
The Sales Manager is responsible for driving business growth by leading the sales team, insurance advisor, developing sales strategies, achieving revenue targets, and building strong relationships with customers and insurance partners. The role involves recruiting, training, motivating, and monitoring the sales force while ensuring excellent customer service and compliance with IRDAI guidelines.
Key Responsibilities Sales & Business Development
- Develop and implement sales strategies to achieve monthly, quarterly, and annual business targets.
- Generate new business through direct sales, referrals, corporate tie-ups, and channel partnerships.
- Drive sales of Life, Health, Motor, Travel, Personal Accident, and General Insurance products.
- Identify new market opportunities and expand the customer base.
- Increase revenue through cross-selling and upselling of insurance products.
Team Management
- Recruit, train, mentor, and develop Relationship Managers, Insurance Advisors, and Sales Executives.
- Allocate sales targets and monitor individual performance.
- Conduct regular sales meetings, coaching sessions, and performance reviews.
- Motivate the team through incentives, recognition, and performance improvement plans.
- Ensure productivity and discipline within the sales team.
Customer Relationship Management
- Build and maintain long-term relationships with key customers and corporate clients.
- Handle high-value customer interactions and resolve escalated complaints.
- Ensure high customer satisfaction and retention.
- Support the team in closing large or strategic business opportunities.
Operational Responsibilities
- Monitor daily sales activities and pipeline management.
- Maintain accurate sales reports, MIS, and CRM records.
- Ensure timely policy issuance, renewals, and documentation.
- Coordinate with insurance companies for quotations, underwriting, claims support, and policy servicing.
- Ensure compliance with company policies and IRDAI regulations.
Reporting & Analysis
- Prepare daily, weekly, and monthly sales reports.
- Analyze sales performance and identify improvement opportunities.
- Track KPIs and recommend corrective actions where required.
- Present business performance updates to senior management.
Required Qualifications
- Bachelor's Degree in any discipline.
- MBA in Marketing, Finance, or Sales (Preferred).
- IRDAI certification (Preferred, if applicable).
Experience
- 3–8 years of experience in Insurance, BFSI, Banking, Financial Services, or Sales Management.
- Minimum 2 years of experience leading a sales team is preferred.
- Experience in handling multiple insurance products is an added advantage.
Required Skills
- Strong leadership and people management skills.
- Excellent sales and business development abilities.
- Team building and coaching expertise.
- Customer relationship management.
- Negotiation and presentation skills.
- Strategic planning and execution.
- Strong analytical and problem-solving skills.
- Knowledge of Life, Health, Motor, and General Insurance products.
- Proficiency in MS Office and CRM software.
- Excellent verbal and written communication skills.
Key Performance Indicators (KPIs)
- Monthly and annual sales target achievement.
- Gross Written Premium (GWP) generated.
- Revenue and profitability growth.
- Team productivity and target achievement.
- Lead conversion ratio.
- Customer acquisition and retention rate.
- Policy renewal percentage.
- Cross-selling and upselling performance.
- Employee retention and team engagement.
- Customer satisfaction score.
Salary
- Competitive salary based on experience.
- Performance-based incentives.
- Annual performance bonus.
Benefits
- Attractive incentive structure.
- Career advancement opportunities.
- Professional training and leadership development.
- Health insurance and statutory benefits (as applicable).
- Paid leave and company-recognition programs.
Pay: ₹25,000.00 - ₹500,000.00 per month
Benefits:
- Cell phone reimbursement
- Internet reimbursement
Work Location: In person
