Insurance Sales Manager

Key Responsibilities

• Generate leads and make cold calls and reference calls to arrange a meeting for discussion.

• Develop a growth strategy to bring financial gains and delighting clients.

• Suggest ways and means to endorse the products and services of the organization.

• Keep a close tab on the strategic moves made by the competitors.

• Maintain and manage records of sales, revenue, collections, invoices and others.

• Build long-term association with the existing clients and prospects.

• Nurture the subordinates to turn into thorough professionals.

• Prepare bespoke sales contracts

• Attend conferences, exhibitions and fairs to promote the company’s offerings.

• Develop new markets and regions to promote the products and services of the organization.

• Align personal goals with the vision and key objectives of the organization.

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.

Job Description – Product Manager

Experience : 8 to 20 Years

Mandatory : Current experience in Life Insurance and Product Based company

Key Responsibilities:

·       Define and execute the product roadmap for Life Insurance products and digital solutions.

·       Collaborate with cross-functional teams, including Actuarial, Underwriting, Claims, Sales, and IT, to deliver high-impact product enhancements.

·       Gather and analyze business and functional requirements and prepare detailed BRDs and FRDs.

·       Work closely with technology teams to enhance and integrate Life Asia core systems for improved efficiency.

·       Conduct market research, competitor analysis, and regulatory assessments to drive innovation in life insurance offerings.

·       Manage the end-to-end product lifecycle, from ideation through implementation and post-launch improvements.

·       Ensure compliance with IRDAI regulations and other applicable industry standards.

·       Monitor key product performance metrics and optimize strategies based on data-driven insights.

Required Skills & Qualifications

·       8+ years of experience in Product Management, with at least 6+ years of experience in the Life Insurance domain.

·       Strong experience in creating and managing BRDs and FRDs for insurance product development.

·       Hands-on experience with Life Asia or other core life insurance platforms.

·       Expertise in digital transformation, policy administration systems, and customer journey optimization.

·       Proficiency in Agile methodologies and tools such as Jira, Confluence, or similar platforms.

·       Strong analytical, problem-solving, communication, and stakeholder management skills.

Please feel free to reach out to me to discuss the requirements in detail. We look forward to exploring a potential partnership with your recruitment team.

 Working days - 5 days (WFO)

Only consider for Male candidates

Product Ict based exp required only

NP : Immediate joiner

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

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.

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.

Sales Manager / Sales Executive – Real Estate

Company: Varshitha Realty

Role: Sales Manager / Sales Executive

Job Type: Full-Time

Compensation: Incentive-Based Model

 Job Responsibilities

* Generate and follow up with potential customers.

* Understand customer requirements and suggest suitable properties.

* Explain project details, pricing, and other property information.

* Coordinate and arrange *site visits* for interested customers.

* Accompany customers during site visits and explain the project.

* Maintain regular follow-ups with interested customers.

* Build good relationships with clients.

* Convert leads into successful sales.

* Achieve assigned sales targets.

* Earn attractive incentives for every successful sale.

 Skills Required

* Good communication and convincing skills.

* Basic knowledge of sales and customer handling.

* Positive attitude and willingness to learn.

* Ability to follow up consistently.

* Target-oriented and self-motivated.

* Willingness to travel for site visits.

* Real estate sales experience is an advantage.

 Incentive Structure

This is currently an incentive-based opportunity with no fixed salary. Earnings are based on successful sales, with attractive incentives/commission.

Interested candidates can contact HR – Varshitha Realty for further details

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 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