Sales Manager Banca -AU Bank
Kotak Life Insurance · Jaipur, Rajasthan, India - Jodhpur, Rajasthan, India
Kotak Life Insurance · Jaipur, Rajasthan, India - Jodhpur, Rajasthan, India
**Role & responsibilities** **Key Responsibilities1. Business Delivery** - Achieve assigned sales targets (NOP, Revenue, case count, product mix) through partner bank branches - Drive Life Insurance penetration within mapped bank branches - Focus on high-quality business acquisition and persistency **2. Partner Relationship Management** - Build and nurture strong working relationships with key stakeholders at partner banks - Act as a single point of contact for the bank on all insurance-related matters - Ensure alignment with partner bank priorities and identify growth opportunities **3. Sales Enablement & Capability Building** - Conduct regular training sessions for bank staff on life insurance products, sales pitches, and compliance - Work closely with relationship managers/branch teams during customer meetings to drive closures **4. Branch Activation & Engagement** - Increase activation of mapped branches and improve productivity per branch - Plan and execute joint sales activities, campaigns, and customer engagement initiatives - Ensure regular branch visits and structured engagement with frontline teams **5. Pipeline & Lead Management** - Work closely with bank teams to generate quality leads and maintain a strong pipeline - Track and monitor lead conversion ratios and take corrective actions - Leverage data to identify opportunities for cross-sell and upsell **6. Governance & Compliance** - Ensure adherence to regulatory guidelines and company policies - Maintain quality of sales and documentation standards - Drive ethical sales practices across partner teams **7. Reporting & Review** - Provide regular updates on business performance, branch productivity, and sales funnel - Analyze trends and take proactive actions to address gaps - Participate in periodic reviews with internal and external stakeholders **Preferred candidate profile** **Experience** - 2- 8 years in Life Insurance / Bancassurance / BFSI Sales - Strong experience in managing bank channel partnerships (preferably SIB, ESAF, Bandhan Bank, AU or similar institutions) - Proven track record of achieving sales target