Sales Trainee Manager - Bancassurance II Chennai
Job Description
Sales Trainee Manager(Emerging Bancassurance)
Kotak Life
Function: Sales Bancassurance
Program Duration: 1-Year Trainee Period(Convertibletoafull-timerolebasedonperformance)
Compensation: 3.5 Lakhs Per Annum(LPA)
Reportingto: Area/Cluster Manager–Bancassurance(Mentoreddirectly by Zonal Leaders)
Role Purpose
Tolearnandassistindriving Life Insurancebusinessthroughstrategicpartnerships with Emerging Bankchannelpartners of Kotak Lifeinanopenarchitecturemodel. Thisrolefocusesondevelopingtheskillstobuildstrongrelationshipsanddeliverconsistentbusinessgrowththrougheffectivesalesmanagementandpartnerengagementunderexpertguidance.
Key Responsibilities
1. Business Delivery
• Supporttheachievementofassignedsalestargets(NOP, Revenue, casecount, productmix)throughpartnerbankbranches.
- Assistindriving Life Insurancepenetrationwithinmappedbankbranches.
- Focusonlearninghigh-qualitybusinessacquisitionandpersistency.
2. Partner Relationship Management
• Assistinbuildingandnurturingstrongworkingrelationshipswithkeystakeholdersatpartnerbanks.
- Actasasupportingpointofcontactforthebankoninsurance-relatedmatters.
- Learntoalignwithpartnerbankprioritiesandidentifygrowthopportunities.
3. Sales Enablement&Capability Building
• Shadowandco-facilitateregulartrainingsessionsforbankstaffonlifeinsuranceproducts, salespitches, andcompliance.
- Accompanyrelationshipmanagers/branchteamsduringcustomermeetingstoobserveandassistindrivingclosures.
4. Branch Activation&Engagement
• Helpincreaseactivationofmappedbranchesandtrackproductivityperbranch.
- Assistinplanningandexecutingjointsalesactivities, campaigns, andcustomerengagementinitiatives.
- Ensureregularbranchvisitsandparticipateinstructuredengagementwithfrontlineteams.
5. Pipeline&Lead Management
• Workalongsidebankteamstounderstandhowtogeneratequalityleadsandmaintainastrongpipeline.
- Trackandmonitorleadconversionratiosundertheguidanceofmanagers.
- Learntoleveragedatatoidentifyopportunitiesforcross-sellandupsell.
6. Governance&Compliance
• Ensurestrictadherencetoregulatoryguidelinesandcompanypolicies.
- Maintainqualityofsalesanddocumentationstandards.
- Learnandpracticeethicalsalespracticesacrosspartnerteams.
7. Reporting&Review
• Assistinprovidingregularupdatesonbusinessperformance, branchproductivity, andthesalesfunnel.
- Learntoanalyzetrendsandproposeproactiveactionstoaddressgaps.
- Participateinperiodicreviewswithinternalstakeholders, managers, and Zonal Leadermentors.
Candidate Profile
Experience
• 0–1 yearsofexperience(Freshersarewelcometoapply; anyinternshipexperience in Life Insurance/Bancassurance/BFSISalesisanadvantage).
- Stronginterestinlearningaboutbankchannelpartnershipsand the BFSIsector.
Skills&Competencies
• Eagernesstolearnrelationshipmanagementandstakeholderinfluencing.
- Basicunderstandingofsalesplanningandexecution.
- Strongcommunicationandnegotiationskills.
- Analyticalmindsettoadoptadata-drivenapproachtosales.
Education
• Graduate
Other Requirements
• Familiaritywiththelocalgeographyandbankingecosystem.
- Willingnesstotravelextensivelyacrossassignedlocations.
Wh at Success Looks Like in Th is Role
- Successfulconversiontoafull-time Sales Managerrole uponcompletionof the 1-yeartrainingperiod.
- Developmentofstrong, trustedpartnershipswithbankstakeholders.
- Activecontributiontobranchactivationandconsistentproductivity.
- Demonstrationofsustainablebusinesspracticesandadherencetoqualitymetrics.
Free. Hopin never charges students. Reply STOP any time.
Interview advice
Going for the Sales role at KotakLifeInsurance? A few things that help freshers walk in prepared:
- Expect a role-play: be ready to pitch a product in two minutes and to keep going politely after a "no" — resilience is most of what they are testing.
- Put numbers on your achievements: "8.5/10 GPA", "cut load time by 40%", "led a team of four" lands far better than "good grades" or "hard-working".
- For a virtual interview, test your internet, camera and mic in advance, sit somewhere quiet and well-lit, and still dress formally — it signals you are serious.
- Prepare two or three thoughtful questions to ask them about the team, the work and growth; "I have no questions" reads as low interest.
- It is fine not to know something — say how you would find the answer. Freshers are hired for how they think, not for knowing everything already.