Branch Manager

HIRING: CORPORATE SALES – DIRECT B2B

Locations: Delhi / Mumbai

Industry: General Insurance / Insurance Broking

We are hiring Corporate Sales professionals to drive new business acquisition and revenue growth across Large Corporate and SME accounts.

Key Responsibilities:

Acquire new Large Corporate and SME clients through direct B2B business development.

Generate new business and achieve assigned revenue and profitability targets.

Build and maintain a strong pipeline through direct market development, networking, referrals, and industry connections.

Develop long-term relationships with CXOs, CFOs, HR Heads, Finance Heads, Procurement Teams, and Business Owners.

Understand client requirements and provide suitable insurance and risk management solutions.

Drive cross-selling, up-selling, client retention, and portfolio growth.

Coordinate with underwriting, placement, claims, servicing, and operations teams.

Manage the complete business development cycle from prospecting to closure.

Monitor sales performance, revenue, collections, and portfolio profitability.

Maintain compliance with company policies and applicable insurance regulations.

Relevant Insurance Products:

Employee Benefits

Group Mediclaim / GHI / GMC

Group Personal Accident / GPA

Group Term Life

Property Insurance

Marine Insurance

Liability Insurance

Cyber Liability

Directors & Officers Liability

Professional Indemnity

Product Liability

Other Commercial and Specialty Insurance

Candidate Profile:

Proven experience in Corporate/B2B Sales within General Insurance, Insurance Broking, Insurance Consultancy, or Risk Advisory.

Strong direct market and new business acquisition experience.

Experience in EB, Non-EB, or both is acceptable.

Group Insurance experience such as GHI/GMC/GPA is preferred.

Candidates from Direct and Non-Retail Insurance Sales backgrounds are preferred.

Strong corporate/SME client network.

Candidates with revenue targets and incentive-driven sales experience will be preferred.

Qualification:

Graduate in any discipline.

MBA/PGDM in Marketing, Sales, Finance, or Insurance will be an advantage

Key Responsibilities:

👉🏼 Demonstrate effective selling skills and product understanding to uncover customer needs

to position an appropriate solution.

👉🏼 Update and create tailored client proposals and negotiate further to close the deals.

👉🏼 Understand, monitor, and evaluate industry trends and customer drivers.

👉🏼 Manage proposal response process, including detailed RFP requirements, content

creation, and inputs from various sources.

👉🏼 Nurturing accounts and contacts through various mediums of communication.

👉🏼 Develop and implement overarching sales and business development strategy, sales

processes, structure, and best practices across the company.

👉🏼 Support deal structure and pricing with business value analysis; negotiate prices for

proactive bids and proposals.

Sales Strategy and Revenue Management

Develop and implement company-wide sales strategies to achieve revenue, gross profit, and profitability targets.

Set and monitor sales budgets, targets, and performance objectives across all branches and sales teams.

Identify sales gaps and implement corrective actions to improve performance and achieve company objectives.

Sales Team Leadership and Performance Management

Lead, coach, and develop Sales Managers, Branch Managers, and sales personnel to achieve individual and team targets.

Conduct regular sales performance reviews, provide direction, and identify training and development needs.

Promote a high-performance sales culture focused on accountability, customer service, teamwork, and results.

Business Development and Market Expansion

Identify and pursue new business opportunities, major accounts, projects, and strategic partnerships.

Develop strategies to expand the company’s market presence across Papua New Guinea.

Monitor market trends, competitor activities, customer requirements, and emerging opportunities to guide sales initiatives.

Key Account and Customer Relationship Management

Build and maintain strong relationships with key corporate, government, and institutional customers.

Support branches and sales teams in major quotations, tenders, negotiations, and strategic account development.

Ensure high standards of customer service and timely resolution of significant sales and customer concerns.

Sales Forecasting, Pipeline and Reporting

Maintain accurate company-wide sales forecasts and monitor the sales pipeline, quotations, tenders, and major opportunities.

Review branch and sales team performance against budget and provide regular sales reports and recommendations to senior management.

Ensure accurate and timely reporting of sales activities, results, margins, and business opportunities.

Product, Pricing and Margin Management

Work closely with management and relevant departments on product positioning, pricing, promotions, and sales campaigns.

Ensure sales teams understand the company’s ICT solutions, copiers, hardware, furniture, appliances, and other product offerings.

Monitor sales margins and ensure transactions support the company’s profitability objectives.

Cross-Functional Coordination and Compliance

Work closely with Branch, Operations, Service, Software, Stocks, Accounts, and Purchasing teams to support customer requirements and business objectives.

Ensure sales activities comply with company policies, procedures, approved pricing, credit requirements, and applicable standards.

Assistant Sales Manager

The Assistant Sales Manager supports the Sales Manager in achieving sales targets, expanding the customer base, managing sales operations, and driving revenue growth. The role involves supervising the sales team, developing customer relationships, identifying new business opportunities, and ensuring effective execution of sales strategies.

Key Responsibilities:

• Assist in developing and implementing sales strategies and plans.
• Support the Sales Manager in achieving monthly and annual sales targets.
• Manage and motivate the sales team to improve performance.
• Generate leads and identify new business opportunities.
• Build and maintain strong customer relationships.
• Handle key customers and support account management activities.
• Monitor sales pipeline, leads, conversions, and follow-ups.
• Prepare sales reports, forecasts, and performance updates.
• Conduct market research and monitor competitor activities.
• Support pricing, negotiation, and deal-closing activities.
• Manage distributors, dealers, channel partners, or sales territories.
• Coordinate with marketing, operations, finance, and customer service teams.
• Track team performance and ensure timely achievement of targets.
• Provide sales training, coaching, and guidance to team members.
• Resolve customer issues and ensure high customer satisfaction.
• Ensure proper usage and updating of CRM and sales databases.

Position: Corporate Sales (Direct B2B)

Location : Mumbai

Experience: 6 to 12 years

Job Purpose

Drive business growth by acquiring and managing Large Corporate and SME clients while expanding Insurance Brokers & presence in the commercial insurance market. The role is responsible for generating revenue, developing long-term client relationships, and delivering

risk management solutions across multiple insurance product lines.

Key Responsibilities

Business Development & Revenue Growth

 Acquire and develop Large Corporate and SME accounts to achieve assigned revenue and profitability targets.

 Identify new business opportunities, emerging market segments, and growth areas within the commercial insurance space.

 Build a strong pipeline of prospects through networking, referrals, industry associations, and direct business development initiatives.

 Drive client retention, cross-selling, and up-selling opportunities to maximize account value.

Consultative Sales & Risk Advisory

 Engage with CXOs, CFOs, HR Heads, Finance Leaders, Procurement Teams, and Business

Owners to understand business risks and insurance requirements.

 Provide customized risk management and insurance solutions rather than competing solely on price.

 Deliver end-to-end insurance advisory services, including risk assessment, policy structuring, and coverage optimization.

Product Portfolio Management

Promote and grow business across key commercial insurance lines, including:

 Property Insurance

 Marine Insurance

 Employee Benefits (Group Mediclaim, Group Personal Accident, Group Term Life, etc.)

 Liability Insurance (Directors & Officers Liability, Public Liability, Professional Indemnity,

Cyber Liability, Product Liability, etc.)

 Other Commercial & Specialty Insurance Solutions

Client Relationship Management

 Build and maintain strong relationships with key decision-makers across client

organizations.

 Act as a trusted advisor and primary point of contact for corporate clients.

 Ensure exceptional client servicing and timely resolution of customer requirements.

Business Operations & Stakeholder Management

 Coordinate with underwriting, placement, claims, servicing, and operations teams for

seamless execution of business.

 Ensure profitable business growth by maintaining an optimal product mix and healthy portfolio quality.

 Monitor business performance and take corrective actions to achieve both top-line and bottom-line objectives.

Compliance & Governance

 Adhere to company policies, operational processes, and internal controls.

 Ensure full compliance with IRDAI regulations, insurance broking guidelines, and statutory requirements.

 Maintain high standards of ethical business conduct and corporate governance.

Key Performance Indicators (KPIs)

 New Client Acquisition

 Revenue Generation (Top Line)

 Portfolio Profitability (Bottom Line)

 Client Retention Ratio

 Cross-Sell & Upsell Revenue

 Product Mix Penetration

 Collection Efficiency

 Customer Satisfaction & Service Excellence

Qualifications

 Graduate in any discipline.

 MBA/PGDM in Marketing, Sales, Finance, or Insurance preferred.

Experience

 Proven experience in Corporate Sales, Commercial Insurance, Employee Benefits, or Risk Advisory.

 Strong network among corporate clients, SMEs, and decision-makers.

 Experience in General Insurance, Insurance Broking, or Financial Services industry preferred.

Required Skills & Competencies

 Strong understanding of commercial insurance products and risk management concepts.

 Knowledge of IRDAI regulations and the Indian insurance market.

 Excellent consultative selling, negotiation, and presentation skills.

 Strong relationship management and stakeholder engagement abilities.

 Business acumen with focus on revenue growth and profitability.

 Ability to work in a fast-paced, target-driven environment.

 Proficiency in CRM platforms, sales tools, and Microsoft Office applications.

Duties and Responsibilities

1. Build, lead, and motivate large teams, fostering a growth mindset and high performance
2. Develop and execute business strategies aligned with the company's vision to drive revenue, client acquisition, and market share expansion
3. Lead new account acquisition, product development, and management of the existing product suite
4. Build and maintain strong relationships with key clients, providing regular advice on market opportunities and trading strategies
5. Innovate and leverage technology for new product launches and cost optimization.
6. Ensure high levels of customer experience and satisfaction.
7. Analyze market trends, customer feedback, and competitor activities to identify new business opportunities and cross-selling avenues
8. Oversee day-to-day operations, ensuring efficiency and regulatory compliance across all channels
9. Present and implement plans for client base and revenue growth, operational efficiency, cost optimization, and digitization
10. Helping clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
11. Prepare and present investment and portfolio reports to clients, and conduct meetings or presentations as needed
12. Achieve revenue and client activation targets through effective advisory and relationship management
13. Attain through knowledge about stock market terms and trading practices

Key Responsibilities:

• Drive revenue through inbound and outbound sales, lead conversion, customer reactivation, and repeat purchases.
• Lead and manage a team of 5–7 sales professionals, ensuring productivity, target achievement, and performance improvement.
• Own individual and team sales targets, revenue goals, upselling, and cross-selling opportunities.
• Identify and prioritize high-potential leads using customer data, purchase history, and engagement patterns.
• Engage customers through calls, emails, chat, WhatsApp, and video consultations to improve conversions.
• Build strong client relationships and drive customer retention through personalized sales strategies.
• Oversee post-sales support, follow-ups, issue resolution, exchanges, and refunds wherever required.
• Collaborate with customer experience, marketing, and operations teams to improve the overall customer journey.
• Monitor sales performance, prepare reports, analyze trends, and implement strategies to achieve business objectives.
• Coach and mentor team members to build a customer-focused and performance-driven sales culture.

Required Skills:

• Sales Management and Revenue Generation
• E-commerce Sales and Client Development
• Business Development and Relationship Management
• Upselling, Cross-selling, and Customer Retention
• Team Leadership, Coaching, and Mentoring
• Strategic Planning and Market Analysis
• Sales Reporting and Performance Management
• Excellent Communication and Negotiation Skills
• Customer Experience and Cross-functional Collaboration

Work with the Founder to identify and prioritise the most promising customer segments, then build and manage a qualified sales pipeline. Potential channels include cafés and restaurants, corporate and institutional accounts, premium retail, gifting, events and residential communities. • Prospect actively through cold outreach, referrals, LinkedIn, WhatsApp, field visits, networking and direct introductions. • Conduct product meetings, tastings and sampling with prospective customers and decisionmakers. • Understand customer requirements, prepare commercial proposals, negotiate terms and convert opportunities into paid orders. • Manage the complete account journey—from first conversation and order confirmation through payment, collections, reorder and account growth. • Maintain an accurate CRM or sales tracker covering leads, meetings, proposals, next actions, closures, lost opportunities, account revenue and reorder behaviour. • Coordinate with production and operations so that samples, stock and deliveries remain aligned with active opportunities. 

Position: Corporate Sales Manager –

Mutual Fund Role Overview The role involves engaging with Corporate, HNI, UHNI and Retail clients to provide customized investment advisory solutions, manage key relationships, and drive business growth.

Depending on experience, the incumbent will be responsible for one or more activities related to client acquisition, surplus management, financial advisory, relationship development, and marketing of investment products.

This position requires strong client-facing abilities, strong understanding of financial products, and the capability to deliver high-quality, insights-led advisory services.

Key Responsibilities

● Understand client requirements and recommend investment products aligned with financial objectives and risk profile.

● Advise Corporate, HNI, and Retail clients on surplus fund management and portfolio suitability.

● Stay updated on financial markets, economic conditions, and investment product offerings.

● Meet corporate clients (primarily Treasury, Finance & Accounts teams), HNIs, and retail prospects to introduce SPA’s wealth and advisory services.

● Generate business leads, evaluate enquiries, and propose effective investment solutions.

● Identify and develop relationships with strategic partners to expand outreach and opportunities.

● Manage client relationships end-to-end, ensuring proactive engagement and personalized service.

● Retain and expand the existing client base through structured follow-ups and consistent value delivery.

● Ensure timely resolution of post-sales service issues and continuously explore cross sell/up-sell opportunities.

● Work closely with internal research, product, and marketing teams to develop relevant investment ideas and marketing collateral.

● Enhance SPA’s visibility and recall as a preferred wealth advisor among Asset Management Companies and Clients.

● Maintain professional conduct and ensure high service quality to meet and exceed client expectations.

Skills & Experience

● Minimum 8 years of experience in sourcing and managing HNI clients in wealth management or related financial services.

● Strong understanding of Equity and Debt Capital Markets, mutual funds, insurance, and structured investment solutions.

● Familiarity with global markets and international investment products will be an added advantage.

● High level of comfort with technology platforms, digital tools, CRM systems, and AI assisted advisory workflows.

● Excellent communication, presentation, negotiation, and relationship management skills with strong proficiency in English.

Qualifications & Certifications

● Degree in Finance with qualifications such as CA / CFA / MBA / PGDM and a strong academic background.

● Mandatory NISM / AMFI certifications.

● Certifications in FinTech, AI in Finance, Data Analytics, or Digital Wealth Management will be considered a strong bonus.

● Existing strong client relationships will be given due weight. Remuneration Compensation will be as par with the best in the industry, with an attractive performance linked variable structure.

Location: Janakpuri, New Delhi

Area Sales Manager (ASM)

Fintech | Digital Payments | Field Sales

Job Type: Full-Time

Work Mode: Field-Based / On-Site

Experience: 1–5 Years

Location: Andhra Pradesh | Telangana | Karnataka

Salary: ₹20,000 – ₹28,000 per month + Performance Incentives

ABOUT THE ROLE

• We are looking for a highly motivated and target-oriented Area Sales Manager (ASM) to drive business growth and sales performance across the assigned territory.

• The ASM will be responsible for managing field sales operations, leading the sales team, developing merchant and retailer networks, acquiring distributors and business partners, and achieving assigned sales targets.

• The ideal candidate should have hands-on experience in the Fintech / Digital Payments industry and a strong understanding of field sales, B2B/B2C business development and channel management.

KEY RESPONSIBILITIES

Sales & Business Development

● Develop and execute sales strategies to achieve monthly and quarterly business targets.

● Drive business growth across the assigned territory through effective field sales activities.

● Identify new markets, business opportunities and potential partners.

● Generate leads and convert prospects into active merchants, retailers and business partners.

● Drive both B2B and B2C sales as per business requirements.

Team Management

● Lead, manage and motivate Field Sales Executives within the assigned area.

● Set clear sales targets and monitor individual and team performance.

● Conduct regular field visits and support the team in customer/merchant acquisition.

● Identify performance gaps and provide appropriate guidance and training.

● Ensure consistent achievement of daily, weekly and monthly sales targets.

Merchant & Channel Management

● Build and expand a strong network of merchants, retailers, distributors, dealers and channel partners.

● Develop and maintain long-term relationships with existing business partners.

● Identify and onboard new distributors and retail partners.

● Monitor merchant activation, transaction activity and business performance.

● Support partners with product information and basic operational requirements.

Market Development

● Conduct regular market visits to understand local business opportunities.

● Identify potential markets and expand the company's presence within the territory.

● Monitor competitor activities, market trends and customer requirements.

● Provide timely market feedback and suggestions to management.

Reporting & Coordination

● Track daily sales activities, lead generation, onboarding and team performance.

● Prepare and submit regular sales and market reports.

● Coordinate with internal teams to resolve partner and customer-related issues.

● Ensure proper follow-up on leads and business opportunities.

FINTECH PRODUCT KNOWLEDGE

• Candidates should have good working knowledge of fintech and digital payment products such as:
• AEPS – Aadhaar Enabled Payment System
• DMT – Domestic Money Transfer
• mATM / MATM – Micro ATM
• Cashout / Cash Withdrawal
• Mobile & DTH Recharge
• BBPS – Bharat Bill Payment System
• Bill Payment & Digital Payment Services
• Corporate Cards Solutions

Experience with additional fintech products will be an advantage.

REQUIRED SKILLS & EXPERIENCE

● 3–5 years of experience in Fintech, Digital Payments, BFSI or a related sales environment.

● Strong experience in Field Sales and Area/Territory Sales Management.

● Proven experience in B2B and B2C sales.

● Experience in team handling and field sales team management.

● Experience in merchant, retailer, distributor or dealer acquisition.

● Strong understanding of channel sales and business development.

● Good lead generation, conversion and relationship management skills.

● Strong communication, negotiation and presentation skills.

● Target-oriented approach with strong execution capability.

● Good understanding of local market dynamics.

● Basic English communication along with the relevant regional/local language.

● Willingness to travel extensively within the assigned territory.

WHAT WE ARE LOOKING FOR

• The ideal candidate is someone who can build business from the ground up, manage a field sales team, develop strong channel relationships and consistently deliver sales targets.
• Candidates with existing experience in AEPS, DMT, Micro ATM, Cashout, Recharge, BBPS or other digital payment/fintech products are preferred.

COMPENSATION

₹20,000 – ₹30000 per month + Performance-Based Incentives

Compensation may vary based on relevant experience, skills and location.

LOCATION

Andhra Pradesh | Telangana | Karnataka

Work Nature: Area Sales Manager / Territory Management

Travel: Required within the assigned area