Corporate Sales Associate at Vital · Delhi, Gurugram, Noida, Faridabad · 2 - 5 years · ₹2L - ₹6L / yr · Raised funding · Posted 28 Feb 2022
Inside Sales Associate Responsibilities:
- Persuade prospective clients to engage in a phone conversation and/or meeting to discuss our insurance product.
- Connect with prospects over a call (min of 45 calls to be connected each day)
- Advise clients on the insurance policies that best suit their needs
- Customize insurance programs to suit individual clients
- Deliver approved policies to new clients and explain benefits of the policy
- Issue quotes, maintain client records and prepare reports
- Keep abreast of industry and market trends and best practices
- Scout and identify potential clients with need for insurance coverage
- Contact potential customers through calls, emails and arranged meetings
- Provide elaborate explanation of contract features, benefits, and possible downsides to an insurance coverage (as per market perspective).
- Ensure company policies and procedures are maintained when conducting the sales of insurance services
- Discuss with clients to obtain information in order to provide Quotation.
- Facilitate the payment and handover to post sales team.
Requirements:
- SME’s in corporate sales with minimum of 90% sales target achievement rate each month.
- Minimum of 4-5 hours of calling per day required.
- Corporate Sales experience with Tier 1 organisation contributing to the monthly targets
- Connect with prospects over a call (min of 45 calls to be connected each day)
- Previous working experience in Insurance.
- Excellent communication and presentation skills
- Resilient spirit and a persistent nature
- Impeccable interpersonal skills and friendly attitude
- Well organized with time, excellent time management abilities
- Should be a graduate.

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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.
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.
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
- 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.
- 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.
- 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
- 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.
- 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.
- 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.
💼 Corporate Sales (B2B) – Insurance
📍 Location: Mumbai / Delhi
💰 Experience: 6–10 Years
Role:
Drive B2B sales by acquiring corporate & SME clients and selling commercial insurance solutions.
Key Responsibilities:
- New client acquisition & revenue generation
- Build pipeline via networking & references
- Consult CXOs on risk & insurance solutions
- Cross-sell & manage key accounts
Products: Property, Marine, Employee Benefits, Liability Insurance
Requirement:
- Experience in Corporate Sales / Insurance / Financial Services
- Strong client network & negotiation skills
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






