Role Summary
The Team Leader manages a team of 6-10 sales executives embedded in partner bank branches to drive health insurance sales (retail/group policies). This role achieves FYC/renewal targets, activates bank RMs, ensures IRDAI compliance, and maximizes cross-sell within banking customers.

Key Responsibilities

- Team Management & Targets: Lead daily huddles; assign 25-40 leads/executive daily. Achieve 2-4 Cr annual health premium per branch cluster (80% retail family floaters, 20% group). Track activation rate >20%, case rate 3+/RM/month.
- Bank RM Activation: Train 50-100 bank RMs quarterly on health products (5-25L sum insured, OPD, maternity covers). Run campaigns targeting bank customers (home loan = family floater cross-sell).
- Lead Pipeline & Conversion:



Generate leads from bank's HNI/salary accounts; achieve 25% lead-to-policy conversion. Handle objections on waiting periods/pre-existing diseases.
- Performance Tracking: Monitor CRM dashboards (branch-wise sales, RM productivity, persistency 85% 13th month). Conduct weekly contests; escalate top performers for incentives.
- Compliance & Servicing: Ensure 100% IRDAI bancassurance adherence, e-KYC, policy wording demos. Resolve claims escalations within 48 hours via insurer coordination.
- Relationship Management: Single point of contact for branch manager; attend bank sales meetings. Report monthly KPIs to regional head.

For more information please call Gopakumar@(phone hidden)

📌 ASM Health Insurance- Bancassurance -12 lacs Tirupati
🏢 Wego Consultants
📍 Tirupati