Corporate Sales – General Insurance EB - Manager at Mid market investment bank · Mumbai · 6 - 10 years · Posted 15 Jun 2023
About the 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.
Job description:-
• General Insurance Domain Knowledge
• Increase reach and market share by adding new clients in the desired segment to the Organization’s Portfolio
• Achieve financial targets articulated in the strategic plans of the Organization in terms of the brokerage earned through
✓ Conversion of new clients
✓ Retention of existing clients
✓ Support of specialist vertical budgets
• Create potential databases from insurers and other sources
• Insurance Data Management
• GAP Analysis / Tender Bidding
• Client Management & Visits on a periodical basis
• Market Research on Large Accounts and Strategy Planning
• Updating self on Product Knowledge to ensure the right offerings to the Client
Location:- Mumbai
Qualification:-
• Graduation / MBA / Post-Graduation
• Insurance-related qualifications would be added advantage
Prior Experience: 6 - 10 years of experience in Corporate Sales
Technical Skills:
• Ability to handle diverse types of Clients / Large Corporates within India

Similar jobs (3)
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.
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
💼 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








