Role & responsibilities1.Sales & Business Delivery (Quantitative KRAs) Ensure average 40% RM - Dealer activation per branch (quarterly). Ensure monthly branch activation. Track and drive minimum 2 insurance joint meetings per RM/Dealer per week. Conduct at least 1 insurance training in every branch, every month. Increase insurance participation from loss-making units/teams and support non-performers to achieve RSR through insurance contribution. Support branch wise target planning and implementation of sales strategy & processes in coordination with Branch Managers. Assist Regional Directors to do Insurance target planning for the region (bottoms up approach) 2.Premium-BasedIssuance Drive lead generation through direct channels. Conduct joint sales calls with regional teams and intermediaries. Ensure timely closures and smooth policy issuance. Manage leakage to ensure revenue retention. Ensure process adherence. Coordinate closely with Regional Directors and local Insurance Company representatives. Manage group insurance enquiries, facilitate RFQ completion, enable accurate and timely quotations, and provide end-to-end support for Group Insurance- GTL, GMC. Generate NRI business through sales team. 3.Employee&ChannelActivation(Direct) Facilitate SP and POSP certifications as per regulatory norms. Drive employee activation initiatives and sales contests to enhance productivity. Provide effective sales tools, pitching material, and support to field teams. 4.PersistencyManagement Maintain persistency benchmarks of Life: 90% and Health: 75%. Track renewal performance and support, co-ordination with sales teams, IC and Jodhpur central team for timely renewal collection Support ECS mandate attachment to improve renewal efficiency. 5.Training&Development Conduct regular training sessions on processes and internal communication. Co-ordinate with Insurance companies for calendarize regular training. Deliver product and process training for Life, Health, and Group Insurance. Ensure compliance with IRDAI guidelines and regulatory requirements.Preferred candidate profileStrong communication with negotiation and closure skills Should have knowledge of Life, Health, Group (GTL/GMC), and NRI insurance products. Understanding of issuance, renewal, and ECS processes. Required MIS reporting, data analysis, and follow-up skillsIf anyone is interested please share your updated profiles to -vidyashinde@
Job Title
Insurance Sales Specialist