CA
Team Leader
Canara Hsbc Life Insurance Company Limited · Kolkata
Pay₹20,000–50,000a month, as listed
WhereKolkataWest Bengal
TypeFull time
Posted12 Oct8 days ago, via Apna
Kaam checked
No fee, deposit or pay-to-apply signs
Day work
No vehicle or licence needed
About this job
- Job Purpose To lead, manage, and develop a team of insurance sales professionals to achieve business targets, drive recruitment, improve team productivity, and ensure compliance with company policies and IRDAI regulations. 2. Key Responsibilities A. Sales & Business Development Achieve monthly, quarterly, and annual sales targets. Drive life insurance policy sales, premium collection, and business growth. Identify new business opportunities and expand the customer base. Monitor daily sales activities and ensure consistent business performance. B. Team Management & Leadership Lead, motivate, and manage a team of insurance advisors, agents, or sales executives. Conduct daily morning huddles, performance reviews, and sales meetings. Monitor individual and team productivity against assigned targets. Provide coaching, field support, and sales training to team members. C. Recruitment & Team Building Recruit, onboard, and develop suitable sales professionals and insurance advisors. Build a productive team to achieve business objectives. Support team members in developing their sales and recruitment capabilities. Improve team retention, engagement, and overall performance. D. Customer Relationship Management Ensure quality customer service and long-term customer relationships. Support team members in handling customer queries and resolving complaints. Promote customer retention, persistency, and ethical selling practices. E. Compliance & Reporting Ensure adherence to IRDAI regulations and company compliance policies. Promote transparent product presentations and need-based selling. Maintain accurate sales reports, recruitment records, and business documentation. Monitor policy issuance, documentation quality, and other assigned operational activities. 3. Required QualificationsGraduate in any discipline; an MBA or relevant professional qualification is an advantage. Relevant experience in life insurance sales, distribution, or team management. Valid IRDAI-prescribed authorization or certification wherever required for the assigned role and activities. 4. Required SkillsLeadership and team management Sales planning and business development Recruitment and talent development Communication and negotiation Performance monitoring and target achievement Customer relationship management Compliance awareness and problem-solving 5. Key Performance Indicators (KPIs)Monthly business and premium targets Number of active and productive team members Recruitment and onboarding targets Team productivity and target achievement Policy issuance and business quality Persistency, customer satisfaction, and compliance Team retention and development 6. CompensationSalary, incentives, and performance-linked benefits will be determined according to company policy, candidate experience, and business performance. Note: Specific responsibilities, licensing requirements, and targets may vary depending on the insurer's distribution model and internal policies.
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