Assistant Manager - Client Retention & Placements
at A Financial Services Company
About Company
Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.
Roles & responsibilities:
• Key connect with Insurance Companies to procure competitive pricing and terms
• Timely and compliant placements of all lines of General Insurance Products
• Assisting the sales team to close business
• Client onboarding, retention & renewals, and servicing requirements
• Assisting onboard clients for all their new / renewal requirements
• Keeping customers updated on the latest products to increase sales.
• Preparing RFQ’s for all General Insurance requirements
• Retention – Manage servicing team for renewal retention; visiting clients for managing relationships; retention of existing policies/clients
Requirements:
Technical Skills:
• MS Office – Word, Excel, PowerPoint, and Outlook.
Education, experience & skills required:
• Graduate / MBA or relevant degree. Insurance degree would be an added advantage.
• Knowledge of insurance / General Insurance domain preferred.
• 2 to 4 years of experience in Insurance Broking / Placement & Retention.
• Excellent interpersonal and communication skills
• Proficient in all Microsoft Applications
• Superior product knowledge
• A team player with leadership skills
• Maintain a positive attitude focused on customer satisfaction.

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Background :
Praan (Praan, Inc.) is an impact-focused deep-tech startup democratising clean air using breakthrough filterless technology. The company is backed by top-tier VCs and CXOs globally and currently operates between the United States and India. Our team puts extreme attention to detail and loves building technology that's aspirational. Praan's team and culture is positioned to empower people to solve large global problems at an accelerated pace.
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Everyone worries about the doomsday in climate change which is expected to occur in the 2050s. However, there's one doom's day which is the reality for millions of people around the world today. Air pollution takes more than 7 Million lives globally every single year. Over 5% of premature child deaths occur due to air pollution in developing countries. Everyone has relied on governments or experts to solve the problem, but most solutions up until today have either been too expensive or too ineffective. Praan is an attempt to make the future cleaner, healthier, and safer for the generations to come.
Job Description :
- Create B2B target lists and prospect lists for Praan's MKII or HIVE product lines
- Conduct outbound prospecting activities, including cold calling, emailing, and networking, to generate new leads and opportunities.
- Research and identify key decision-makers within target industries and companies to pitch our products and solutions.
- Engage with prospects to understand their business needs, challenges, and pain points, and effectively communicate how our offerings can address their requirements.
- Develop and maintain a deep understanding of our products, services, and competitive positioning to effectively articulate our value proposition.
- Qualify leads based on predefined criteria to ensure alignment with our target market and ideal customer profile.
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- Coordinate and schedule meetings between qualified leads and our CEO or other key stakeholders.
- Provide regular updates and reports on lead generation activities, pipeline status, and conversion metrics.
Skill Requirements :
- Bachelor's degree in Business Administration, Marketing, or related field.
- Proven track record of success in a sales or lead generation role in a B2B environment.
- Strong sales acumen with excellent communication and negotiation skills.
- Ability to build rapport quickly with diverse stakeholders, including C-level executives and decision-makers.
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- Proficiency in Microsoft Office Suite.
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Praan is an equal-opportunity employer and does not discriminate based on race, religion, caste, gender, disability or any other criteria. We just care about working with great human beings!
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