Retail insurance broking sales

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

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

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.

Job Description:

Job Overview

Apprication Pvt ltd are seeking a proactive, results-driven Business Relationship Manager for a night shift role at our US-based POS software company located in Goregaon East.

Key Responsibilities:

• Onboard referral partners and expand the business network while building strong relationships
• Act as the primary contact, ensuring smooth communication and partner support
• Drive revenue through partner leads, conversions, and engagement strategies
• Monitor performance, resolve issues, and identify opportunities through market insights.

Key Requirements.

• 3–5 years of experience in partnership, business development, or relationship management
• Strong English communication, negotiation, and interpersonal skills
• Proven ability to build relationships and achieve targets
• Self-driven, with the ability to manage multiple partners and analyze performance metrics

Preferred Skills.

• Experience managing referral/affiliate programs, reporting dashboards, and strong stakeholder management skills with Excellent communication.

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.

Regional Sales Manager – Hotel Sales

Company: Citaraplex

Website: https://citara.org/

Experience: 5–10 years

CTC: ₹18 LPA (₹12 LPA fixed + ₹6 LPA variable/incentives)

Qualification: MBA / Hotel Management / Master's degree

Role Overview

We are looking for an experienced Regional Sales Manager with a strong background in hotel sales and business development. The candidate will be responsible for developing and managing sales channels, building relationships with hotels, and driving business growth across key states.

Key Responsibilities

• Develop and execute B2B sales strategies targeting hotels and hotel chains.
• Identify, approach, and onboard hotels as business partners for Citaraplex.
• Build and maintain relationships with hotel owners, directors, general managers, and senior decision-makers.
• Develop and manage channel partners to expand business across assigned regions.
• Identify new business opportunities and generate leads within the hotel industry.
• Conduct business presentations, commercial negotiations, and partnership discussions.
• Manage key state-level relationships and expand the company's presence across assigned markets.
• Achieve regional sales targets and prepare regular sales reports and forecasts.
• Conduct market research to identify potential hotel accounts and regional growth opportunities.
• Travel across assigned states to develop hotel partnerships and maintain key relationships.

Required Qualifications & Experience

• 5–10 years of direct B2B sales experience in the hotel industry.
• Proven experience in hotel sales, hotel account acquisition, or hotel partnership development.
• Strong relationships with hotel owners, hotel chains, general managers, and hotel decision-makers.
• Experience in channel development, negotiation, and business development.
• Excellent communication, presentation, and relationship-management skills.
• MBA, Hotel Management, or a relevant Master's degree.

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

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. 

The Opportunity: 

Agami unlocks the power of data to create opportunities for consumers, businesses, and society. We gather, analyze, and process data in ways others can’t. For more than 5 years, we’ve helped consumers and clients prosper, and economies and communities flourish – and we’re not done. We believe the possibilities for you, and our world, are growing. We’re investing in new technologies, talented people, and innovation so we can help create a better tomorrow. 

Expected Deliverables & Outcomes: 

Provide leadership and management for the regional sales territory and sales development activities, in alignment with the strategic company direction. Responsible for retaining current customers as well as developing and attracting new customers. Responsible for learning and selling current products and new products, keeping abreast of new technologies, recommending/sharing changes and trends seen in the 

field, and meeting sales goals in targeted markets. 

Responsibilities: 

1. Prospect and close sales leads to help generate revenue for the company. 

2. Responsible for developing, implementing, and evaluating the sales strategy. 

3. Should have strong management and coaching skills to support the learning and development of 

the sales team. 

4. Support the learning and development of the sales team 

5. Coordinate with sales representatives to generate and meet with prospective leads 

6. Track and report all sales activities 

7. Develop and execute sales strategy through market analysis 

Driving Results: 

Sets positive, compelling goals and aggressive schedules for improvement. Translates the vision/mission of the organization into actionable, quantitative plans. Conveys a sense of urgency and drives issues to closure. 

Managing Performance 

Translates overarching business goals into specific objectives for each member of the team. Holds people accountable for agreed-upon results. Identifies and keeps others focused on the most important metrics that 

drive the business, and uses CRM and reporting tools consistently to effectively manage the territory 

Building Commitment 

Motivates others to pursue common objectives with excitement about the future. Radiates enthusiasm for goals and infects others with a shared optimism and excitement. Conveys a genuine belief in succeeding despite the toughest obstacles. Building Relationships and Using Influence builds and sustains excellent relationships at all levels, both internally and externally. Uses relationship networks to strategically accomplish objectives. Communicates excitement about the business and motivates others to pursue common objectives. 

Communication 

Communicates passion, energy, intensity, and excitement. Is highly articulate and compellingly makes arguments and comes to the point.  Energy/Endurance Has a high work capacity and shows passion,energy, endurance, and intensity. Maintains focus through days of long hours and multiple priorities 

Minimum Qualifications: 

● Bachelor’s degree in marketing or business administration 

● Should have at least 3 to 5 years of experience selling multiple software products and services 

into key accounts. Selling SAAS products /Cloud experience, Call Center, and CRM selling 

Experience will be preferred. 

● Excellent communication, interpersonal, and organizational skills 

● Superb leadership ability 

● Ready to travel 

● Proven success rate at levels above quotas 

● Experience in planning and implementing sales strategies. 

● Should be a relationship builder at the C or VP level 

● Should follow a consultative approach to sales 

● Strong business vertical domain expertise needed/preferred in at least 2 verticals (BFSI, RETAIL, 

EDUCATION, HEALTHCARE, BPO/ITES)