Sales Lead – Embedded and Cross Sell Insurance

We're hiring! Fataksecure, the insurance arm of Fatakpay, is looking for passionate professionals to be part of our journey.

Job Title: Sales Lead – Embedded and Cross Sell Insurance

Location: Mumbai, Andheri

Experience: 5+ Years

Type: Full-time | On-site

Kindly share your resume at [email protected]

About Us

FatakSecure is a subsidiary of FatakPay Digital. It is licensed as Composite Corporate Agent to solicit and sale insurance products. The company aims to deliver simple, transparent and affordable technology driven insurance solutions using digital platform. The company sell insurance products to retail and corporates to fulfil the vision of insurance of all.

For more information, please visit www.fataksecure.com

Role Description

This is a full-time role for Sales Lead – Embedded and Cross Sell Insurance for business sourced through Fatakpay platform. The role will be on-site, located in Mumbai.

We are seeking an entrepreneurial, data-driven, and highly dynamic professional to spearhead the growth of our Insurance Embedded and Cross-Sell business lines. In this critical role, you will be responsible for maximizing the insurance attachment rate within the Fatakpay loan journey and scaling the cross-sell portfolio of sachet insurance products to existing customers through digital channels and tele-calling operations

You will own the complete customer lifecycle, from mapping the loan journey to defining the product mix and optimizing multi-channel conversions.

The ideal candidate will have a strong understanding of the digital lending and NBFC business, digital customer acquisition and insurance sales, analytics and sales execution. This is a high-impact role requiring close collaboration with Product, Technology, Credit, Marketing, Operations, Analytics, and Insurance teams. The individual will be responsible for building a profitable and scalable embedded and cross-sell insurance portfolio through FatakPay's digital ecosystem and customer base.

Prior experience of digital insurance sales – preferably in insurance broking and/or lending business is mandatory

Key Responsibilities

1. Embedded and Cross-sell Insurance Strategy & Journey Optimization

• Maximize Attachment Rates: Own and drive the Core Attachment Rate (KPI) for insurance products embedded directly within the Fatakpay loan onboarding and disbursement journeys.

• Customer Journey Mapping: Deeply analyze the Fatakpay loan customer journey to identify friction points, optimal drop-in screens, and high-intent moments to present insurance solutions.

• UI/UX Collaboration: Partner with the Product and Tech teams to implement native, seamless, and frictionless single-click insurance opt-ins.

Digital & Performance Marketing Sales: Design data-led digital communication strategies to cross-sell insurance products to loan customers.

Tele-calling Engine Execution: Build, train, and optimize a high-performing tele-calling team to reach out to the Fatakpay customer base for higher-ticket or personalized cross-sell offerings.

2. Strategic Partnerships & Analytics

Insurer: Liaise with insurance companies to co-create custom, cost-effective sachet products and 

negotiate competitive commissions and SLAs.

Data-Driven Decisions: Leverage customer loan data, repayment behavior, and demographic profiles to run predictive segmentations for targeted insurance cross-selling.

Funnel Optimization: Continuously monitor and report on the sales funnel—from impressions and clicks to quote generations and successful issuances

Preferred Qualifications

• Education: Post Graduate degree in Business administration preferred. Additional insurance certifications preferred (e.g., Licentiate from III) or Agent/ SP examination passed.

• Experience and Skills
• Minimum 5 years’ plus experience in Insurance Distribution, Fintech, or Insurtech ecosystems, with a heavy focus on Embedded Insurance, Digital Sales and Tele-calling Sales. Prior experience of digital insurance sales.

• Domain Expertise: Proven track record of managing insurance attachments in digital lending, 

NBFC, or banking environments. Proven experience in driving insurance sales through digital platforms and Tele-calling sales channels

• Analytical Mindset: Strong analytical skills with the ability to use customer data and insights to 

improve conversion and customer engagement. Highly data-oriented with the ability to look at a 

loan funnel, identify drop-offs, and design A/B tests for insurance banners/prompts.

• Sales/Operations Leadership: Prior experience managing digital campaign tools as well as 

scaling and driving performance out of a tele-calling sales team.