Relationship Manager

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

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

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

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. 

💼 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

Job Opening: Sales Manager (SaaS / RegTech)

Client: Leading RegTech and compliance solutions company in India

Industry: Software (SaaS) / Compliance & Payroll Services

Location: Chennai

Role Overview

We are looking for an accomplished sales professional for our client's Chennai location. You will open doors in a defined territory and be responsible for achieving revenue targets from the prospective customer base.

Key Responsibilities

• Generate new business through cold calling and outreach.
• Follow up with prospects and arrange demos and meetings.
• Build and maintain strong knowledge of the products, industry competitors, and market trends and needs.
• Forecast, manage, and report on pipeline and sales activity.

Requirements

• Minimum 5 years of software or services sales experience in the IT industry.
• Experience selling SaaS, compliance, HRMS, or payroll products and services is highly desirable.
• Excellent written and verbal communication.
• Strong presentation skills, with the ability to manage influential clients and C-level customers across corporates.

About the Client

The client is a leading Regulatory Technology (RegTech) company in India that helps organizations across the country with ease of doing business. It offers a multi-tenant SaaS platform (web and mobile) backed by a comprehensive, near real-time legal and compliance database. It also provides compliance and payroll outsourcing services, with an in-house team of legal, compliance, and payroll experts serving clients across India.

Primary Responsibilities:

• Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.
• Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers.
• Drive overall growth in liabilities and investment products within the HNI segment.
• Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).
• Develop and expand customer relationships for both liability and retail asset products.
• Inform clients about new products and enhancements to deepen and broaden banking relationships.
• Ensure portfolio profitability by cross-selling and up-selling across the Bank’s product suite.
• Manage segment-wise customer migration to enhance profitability and optimize service delivery.

Additional Responsibilities:

• Deliver a superior service experience that exceeds the expectations of clients.
• Proactively identify potential problem accounts and implement risk-mitigating strategies.
• Ensure customer migration across sub-segments is managed smoothly and aligned with Bank policies.
• Promote and drive usage of digital and alternate banking channels to improve client convenience and reduce operational costs.
• Accurately and consistently record all sales and client engagement activities in the CRM system.
• Ensure strict compliance with regulatory and internal policies, especially in customer onboarding and account management.
• Foster long-term client relationships through trust, transparency, and proactive engagement

Location: Goregaon, Mumbai

Job Type: Full-Time

Experience: 5+ Years

Industry: Event Management

Job Summary

We are hiring an experienced Client Servicing Manager to manage client relationships, understand business requirements, and ensure seamless execution of projects. The ideal candidate should have strong communication skills, a client-first approach, and the ability to coordinate effectively with internal teams to deliver exceptional results.

Key Responsibilities

• Serve as the primary point of contact for clients.
• Build and maintain long-term client relationships.
• Understand client objectives and communicate requirements to internal teams.
• Coordinate across multiple departments to ensure timely project execution.
• Manage client expectations and provide effective solutions when needed.
• Track project progress and maintain regular communication with stakeholders.
• Prepare account status reports and post-project reviews.
• Identify opportunities to expand and strengthen existing client accounts.
• Address client concerns promptly and ensure high satisfaction levels.
• Stay informed about industry trends and market developments.

Required Qualifications

• Bachelor's degree in Business Administration, Marketing, Hospitality, or a related field.
• Minimum 5 years of experience in client servicing, account management, or a similar role.
• Strong relationship management and stakeholder handling skills.
• Excellent verbal and written communication skills.
• Ability to manage multiple projects simultaneously.
• Proficiency in MS Office and CRM tools.

Preferred Skills

• Strong problem-solving and organizational abilities.
• Detail-oriented with a proactive approach.
• Ability to work in a fast-paced environment and meet deadlines.
• Professional and customer-focused mindset.

Benefits

• Competitive compensation package.
• Career growth and development opportunities.
• Collaborative and professional work environment.
• Exposure to diverse and challenging projects.

Apply now if you have a passion for client relationship management and delivering exceptional customer experiences.

We're looking for highly responsive, empathetic, and customer-oriented individuals who are adept at providing seamless, high-touch service to HNI clients. This role is perfect for a proactive individual who thrive in a fast-paced environment and have a passion for building strong relationships with high-net-worth clients. You'll be the backbone of our client-facing team, ensuring every interaction is seamless and every detail is handled with precision.

Who we are:

Cambridge Wealth is a respected, award-winning firm in the wealth space. As AMFI, SIF and APMI registered distributors, we work with renowned professionals from various industries, providing exceptional financial solutions. We're a fast-growing, excellence-oriented team focused on delivering outstanding service to our domestic, NRI, and Ultra HNI clients.

What you'll do:

• Client Management: Act as a primary point of contact for our most valued clients (HNIs, Ultra HNIs, NRIs). You'll handle their inquiries, provide timely updates, and ensure their needs are met with a high level of empathy and professionalism.
• Operational Support: Facilitate and manage the full client lifecycle, from initial onboarding and documentation to executing transactions and resolving issues. You'll ensure all processes are smooth, efficient, and compliant.
• Data & Reporting: Maintain meticulous client records, ensuring accuracy and confidentiality. You'll also assist in creating detailed portfolio reports that highlight performance and opportunities for our clients.
• Team Collaboration: Work closely with our wealth management team to track portfolio performance and support strategic initiatives.

What we need:

• Education: A degree in Finance, Commerce, Management, or Economics is preferred.
• Experience: Previous experience in the financial services or mutual fund industry is a plus, especially if you've worked with high-net-worth clients. Those with hospitality experience in the luxury and premium segments are also welcome to apply.
• Certifications: Currently valid NISM VA and or other NISM certifications are an advantage(and eventually required if onboarded).
• Technical Skills: We are strong on tech use & familiarity with the Zoho suite is preferred.

Who you are:

• Client-Focused: You genuinely enjoy building relationships and are driven by a desire to provide exceptional, personalized service.
• A Clear Communicator: You have excellent verbal communication skills.
• Detail-Oriented: You have a keen eye for detail and a meticulous approach to your work.
• Proactive & Resourceful: You don't wait for instructions. You're a problem-solver who takes ownership and can thrive in a dynamic, startup environment.

This role is NOT for you if:

• You prefer a slow-paced, micro-managed environment.
• You are not comfortable with change or taking on new responsibilities.
• You're looking for a passive, "take it easy" role.

What you'll get:

• A core role with a clear growth path within a fast-growing company.
• Meaningful Impact: You'll be a vital part of our team, not just a cog in the wheel.
• A great work environment that is informal, encouraging, and collaborative.
• Competitive compensation.

Our Hiring Process:

1. Online Application: You apply and answer a few quick questions. [5 min]
2. Skills Assessment: An online general aptitude test to evaluate your skills. [60 min]
3. People Video Interview: A quick chat with our People head [30 min]
4. Technical Interview: A discussion about your experience and skills. [30 min]
5. Founder's Interview (In-Person): A final interview to ensure a great fit. [30 min]
6. Offer & Checks: We make an offer, and proceed with a reference and background check.

Please note: This is a WFO (Work From Office) opportunity at our Pune, Prabhat Road office