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

1.     Branch Operations Management

• Oversee all operational functions, including ICT, sales, services, and inventory management.
• Ensure the branch operates within budget and achieves financial objectives.
• Implement and monitor branch policies, procedures, and standards to enhance efficiency.

2.     ICT and Technical Management

• Manage and coordinate ICT business software, networking, and hardware services.
• Oversee the installation, troubleshooting, and maintenance of ICT equipment.
• Keep updated on technology trends and ensure the branch is equipped with the latest tools to support operations and client needs.

3.     Product and Service Oversight

• Manage the branch's portfolio of ICT products, furniture, appliances, and related services.
• Oversee procurement, inventory control, and vendor relations for all products.
• Ensure a high standard of customer service and address client concerns efficiently.

4.     Sales and Marketing Management

• Develop and implement sales strategies to drive revenue and expand the branch’s market presence.
• Oversee the sales team, set performance targets, and provide coaching and support to achieve them.
• Build and maintain relationships with key clients, partners, and local businesses.

5.     Team Leadership and Development

• Recruit, train, and mentor branch staff, promoting a positive work culture and team collaboration.
• Conduct regular performance reviews and identify training needs.
• Promote safety, compliance, and ethical conduct within the branch.

6.     Customer Relationship Management

• Foster strong customer relationships and ensure exceptional service.
• Address client inquiries and complaints, ensuring timely and satisfactory resolution.
• Regularly gather and respond to customer feedback to improve services and products.

7.     Reporting and Compliance

• Prepare and submit regular performance, financial, and operational reports.
• Ensure the branch complies with all company policies, regulations, and legal standards.

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.

Position: Corporate Sales (Direct B2B)

Job Purpose

Drive business growth by acquiring and managing Large Corporate and SME clients while

expanding Mahindra 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.

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.

Job Description

Position: Corporate Sales – Direct B2B

Company: Mahindra Insurance Brokers

Function: Corporate Sales / Business Development

Industry: Insurance Broking / Financial Services

Job Purpose

We are looking for an experienced Corporate Sales professional to drive business growth by acquiring and managing Large Corporate and SME clients. The role will focus on expanding the company’s presence in the commercial insurance market, generating revenue, building long-term client relationships, and providing customized insurance and risk management solutions.

Key Responsibilities

1. Business Development & Revenue Growth

• Acquire and develop Large Corporate and SME accounts to achieve revenue and profitability targets.
• Identify new business opportunities and emerging segments within the commercial insurance market.
• Build and maintain a strong pipeline through networking, referrals, industry associations, and direct business development.
• Drive client retention, cross-selling, and up-selling opportunities.

1. Consultative Sales & Risk Advisory

• Engage with CXOs, CFOs, HR Heads, Finance Leaders, Procurement Teams, and Business Owners.
• Understand client business risks and insurance requirements.
• Recommend customized insurance and risk management solutions.
• Provide end-to-end advisory support, including risk assessment, policy structuring, and coverage optimization.

1. Commercial Insurance Product Sales

Drive business across commercial insurance products such as:

• Property Insurance
• Marine Insurance
• Employee Benefits – Group Mediclaim, GPA, GTL, etc.
• Liability Insurance
• Directors & Officers (D&O) Liability
• Public Liability
• Professional Indemnity
• Cyber Liability
• Product Liability
• Other Commercial & Specialty Insurance Solutions

1. Client Relationship Management

• Develop and maintain strong relationships with key corporate decision-makers.
• Act as a trusted advisor and primary point of contact for clients.
• Ensure high-quality client servicing and timely resolution of requirements.
• Identify opportunities to strengthen and expand existing client relationships.

1. Business Operations & Stakeholder Management

• Coordinate with underwriting, placement, claims, servicing, and operations teams.
• Ensure smooth execution and delivery of insurance solutions.
• Maintain a healthy and profitable product portfolio.
• Monitor business performance and take corrective actions to achieve targets.

1. Compliance & Governance

• Follow company policies, processes, and internal controls.
• Ensure compliance with IRDAI regulations and applicable insurance broking guidelines.
• Maintain high standards of ethical business conduct and corporate governance.

Key Performance Indicators

• New Client Acquisition
• Revenue Generation
• Portfolio Profitability
• Client Retention
• Cross-Sell & Upsell Revenue
• Product Mix Penetration
• Collection Efficiency
• Customer Satisfaction & Service Excellence

Qualification

• Graduate in any discipline.
• MBA/PGDM in Marketing, Sales, Finance, or Insurance will be preferred.

Experience

• Proven experience in Corporate Sales, Commercial Insurance, Employee Benefits, or Risk Advisory.
• Experience in General Insurance, Insurance Broking, or Financial Services preferred.
• Strong network among corporate clients, SMEs, and senior decision-makers.
• Demonstrated experience in B2B business development and new client acquisition.

Required Skills

• Strong knowledge of commercial insurance products and risk management.
• Understanding of the Indian insurance market and IRDAI regulations.
• Excellent consultative selling and negotiation skills.
• Strong presentation and communication skills.
• Relationship management and stakeholder engagement.
• Strong business acumen with a focus on revenue and profitability.
• Ability to work in a target-driven and fast-paced environment.
• Proficiency in CRM platforms, sales tools, and Microsoft Office.

Job Title: RM– Loan Against Property

Department: Retail Asset

Role: Relationship Manager

Job Description:

- Acquisitions of business through DSA, CA, connectors, or Direct channel or other open market channel.

- Ensure superior customer service & TAT delivery to end consumer.

- Will be responsible for the cross sell of Bank’s Liability and Revenue products.

- Will be responsible for the Monthly assigned sales targets.

Required Profile:

- Should have 5+ years of experience in overall and minimum 3years in LAP product.

- Prior sales exposure in asset product are a must.

- Job entails understanding of basic financial terminology and application – Balance sheet, P&L

- Channel handling experience

- Job requires good communication and relationship skills.

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

Job Title: Senior Manager – Jewellers Block Insurance (Sales)

Industry: Insurance Broking

Location: Mumbai Experience: 4–10 Years (Relevant Experience in Jewellers Block insurance is Mandatory)

Role Overview

We are seeking to onboard a seasoned professional with strong domain expertise in *Jewellers Block Insurance*, with a primary focus on *business development and client acquisition within the jewellery and bullion segment. The role involves driving revenue growth by acquiring and managing high-value clients, while also supporting *risk assessment, policy structuring, and claims advisory. The ideal candidate should possess a balanced understanding of both *sales strategy and technical insurance aspects, enabling effective engagement with jewellers, wholesalers, manufacturers, and trade associations.

Key Responsibilities

1. Business Development & Sales

• Drive acquisition of new clients within the jewelry ecosystem, including retail jewelers, wholesalers, manufacturers, and exporters.

• Develop and execute targeted sales strategies for Jewellers Block Insurance products.

• Identify cross-selling and up-selling opportunities, including allied covers such as fidelity guarantee and liability insurance. • Build strong networks within jewellery markets, trade bodies, and associations.

2. Client Advisory & Relationship Management

• Act as a trusted advisor to clients by understanding their business model and associated risks.

• Provide end-to-end guidance on appropriate insurance coverage, exclusions, and policy structuring.

• Maintain long-term relationships with key clients, ensuring high retention and repeat business.

3. Policy Structuring & Placement Support

• Collaborate with underwriting teams and insurers to structure customised Jewellers Block policies, including: o Stock coverage (on premises, exhibitions, and transit) o Transit risks (including Angadia and courier movements)

• Engage with insurers such as New India Assurance Company Limited, IFFCO Tokio General Insurance Company Limited, and SBI General Insurance Company Limited for quotations and policy issuance. 4. Risk Understanding & Client Support

• Conduct preliminary risk assessments and coordinate detailed risk inspections where required.

• Guide clients on improving security standards (vaults, surveillance, alarms) to enhance insurability and pricing. 5. Claims Support & Coordination

• Assist clients during claims by ensuring timely intimation and documentation.

• Coordinate with surveyors and insurers for smooth claim processing and settlement.

• Provide advisory on claim documentation, including inventory reconciliation and valuation.

Key Requirements

• Proven experience in sales of Jewellers' Block Insurance or similar high-value insurance products

• Strong understanding of: o Policy structures, inclusions, and exclusions o Transit coverage mechanisms (Angadia, courier, personal carriage) o Fidelity Guarantee and Third-Party Liability extensions o Concepts such as “mysterious loss” and stock valuation

• A strong network within jewellery markets (Zaveri Bazaar, bullion traders, etc.) will be a significant advantage.

Educational Qualification

• Graduate in Commerce / Finance / Business Administration

• Insurance certifications (III / IRDAI) will be an added advantage.

Key Competencies

• Strong sales acumen and negotiation skills

• Client relationship and stakeholder management

• Commercial awareness and revenue orientation

• Ability to handle high-value and sensitive client portfolios

Performance Metrics (KPIs)

• New business premium generated

• Client acquisition and retention ratio

• Cross-sell / up-sell conversion rate

• Client satisfaction and claim support efficiency

Regards,

Radhika Sharma

HR Manager,

Estabizz Fintech Private Limited