Senior Team Leader

• Team Leadership & CoachingLead, mentor, and manage a team of Financial / Insurance Advisors (or junior team leaders) to achieve sales goals and performance targets.
• Conduct regular coaching and training to help team members improve skills, product knowledge, selling techniques, and customer handling.
• Delegate tasks and responsibilities based on team members’ strengths.

• 2. Recruitment & Expand Distribution NetworkRecruit and onboard new financial advisors or agents.
• Guide them through training and early sales cycles (including understanding IRDA guidelines if applicable).
• Expand the team’s reach via territory growth / partner acquisition.
• 3. Sales Strategy & Target ManagementSet sales, persistency and performance KPIs aligned with company goals.
• Plan and implement strategies (e.g., prospecting, cold calling, referrals) to achieve monthly / quarterly targets.
• Monitor team performance continuously; analyze gaps and drive corrective actions.

• 4. Customer Engagement & Product Advisory OversightOversee quality of client interactions—ensure accurate product explanation, regulatory compliance and client satisfaction.
• Resolve escalations, complaints, or critical policy/case issues in coordination with other departments.
• 5. Operational & Process ManagementEnsure smooth functioning of work flows: leads allocation, documentation (KYC etc.), premium collection, policy issuance.
• Maintain operational discipline – meet timelines, adhere to SLAs, ensure compliance with regulatory guidelines.

• 6. Reporting & AnalyticsMaintain accurate records of performance metrics (sales, retention, productivity, etc.).
• Prepare and present periodic reports to senior management on team performance, challenges, and opportunities.
• Use data & feedback to refine strategy.

🎯 Skills & QualificationsQualification / ExperienceDetailsEducationBachelor’s degree preferred. Higher secondary/diploma acceptable depending on role.ExperienceSeveral years (often 3‑7 yrs) in insurance / financial services sales, with 1‑2 yrs in leadership.CommunicationStrong verbal & written skills; able to motivate and influence people.Analytical & PlanningAbility to set goals, plan execution, monitor metrics, make adjustments.Interpersonal SkillsConfidence in handling team & customer relations, conflict resolution.

• 🏆 Performance Metrics (KPIs)Sales volume / revenue generated
• Number of new agents recruited and onboarded
• Persistency / retention of clients/policies
• Quality of documentation / claim / underwriting issues
• Team productivity (conversion rates, lead closure, complaint resolution)
• Compliance adherence (IRDA / internal standards)
• 💡 Compensation & Salary ExpectationsAnnual salary for Senior Team Leader roles at Kotak Life is typically in the range ₹3.5‑7.5 lakh depending on experience & region. AmbitionBox
• Additional incentives / commissions / bonuses are common based on performance.