Team Leader

About the Role

Kotak Life Insurance is seeking a dedicated Team Leader based in Lucknow to lead and expand their financial advisory team. The individual will play a pivotal role in recruiting, managing, and motivating a group of Financial Advisors/Consultants, focusing on driving sales through the agency channel while ensuring customer satisfaction and team performance.

Key Responsibilities

• Recruit candidates for multiple positions through online platforms and referrals, facilitating a smooth onboarding process.
• Support and mentor candidates to meet their sales targets effectively.
• Drive insurance sales collectively through the agency channel by managing team activities.
• Provide assistance in lead generation, client interactions, and securing policy closures.
• Monitor and track the team's performance against NOPs and premium metrics, ensuring targets are met consistently.
• Develop and nurture strong relationships with clients to ensure ongoing engagement.
• Organize regular meetings to review the team's progress and performance.

Qualifications and Skills

• Graduate or currently pursuing a degree in any field.
• Excellent communication and interpersonal skills.
• Strong sales orientation with proven leadership abilities.
• Capable of building and managing an effective team.
• Basic knowledge of financial products related to insurance.

Experience

Open to freshers with up to 3 years of experience, especially those with strong networking skills.

Compensation and Benefits

• Monthly payouts starting at ₹25,000 plus appealing incentives.
• Bonuses based on performance metrics.
• Opportunities for career advancement within Kotak Life Insurance.
• Access to training and development programs to enhance skills and growth.

Career Development

Successful performance may lead to higher managerial roles within the agency channel, offering long-term growth prospects.