Senior Corporate Sales

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)

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.

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

We are hiring a “corporate sales executive” for a leading writing instruments manufacturer in Delhi/Mumbai. We seek 5 -7 years’ experience in corporate sales, managing corporate clients and achieving sales targets.

Industry: IT Services | Custom Software & Web Development

Experience: 1–4 Years (B2B Tech Sales)

Zethic delivers high-impact websites and custom software solutions for startups, SMEs, and enterprise clients. We are expanding our revenue team and looking for a driven Corporate Sales Executive who can independently close high-value IT services deals and contribute directly to company growth.

Key Responsibilities

Own the complete B2B sales cycle — prospecting to closure

Generate and convert leads for website development and custom software projects

Engage decision-makers (Founders, CXOs, Product Heads)

Conduct discovery calls and propose tailored solutions

Lead commercial discussions and negotiations

Maintain CRM and accurate revenue forecasting

Coordinate with technical teams for smooth project transition

Build long-term client relationships and drive repeat business

Lead requirement gathering sessions and translate business needs into clear, structured documentation such as user stories, workflows, BRDs, and FRDs.

 Ideal Candidate Profile

2–4 years experience in IT services / SaaS / custom software sales

Proven track record of closing mid-size to large B2B deals

Strong understanding of consultative selling

Experience handling enterprise or corporate clients

Confident in negotiations and contract discussions

Target-oriented with measurable revenue achievements

Why join us?

We’re growing rapidly and the sky’s the limit

We know it takes people with different ideas, strengths, backgrounds, cultures, beliefs, and interests to make our Company succeed. We celebrate and respect all our employees equally.

Work with a talented team. We learn a lot from each other.

We care about delivering value to our customers

We are flexible in our opinions and always open to new ideas

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

Key Responsibilities:

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

· Conduct regular visits to schools, colleges, and coaching institutes to promote EdTech products.

· 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

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

· Schedule and conduct product demos for principals, teachers, and decision-makers.

· 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.

· Maintain reports of visits, demos, and closures in CRM.

Key Attributes:

· Excellent communication skills and interpersonal skills.

· Thorough knowledge of the products and services and about the markets.

· Flair to research and keep a tab on changing trends.

· Ability to build relationships

. Good Listener.

· Absolute Professional attitude

· Effective Negotiation skills.

. Willing to travel and must possess two/four-wheeler

· Inspiring team player

· Self-motivated with a result-oriented mindset.

· A true go getter

Client Acquisition & Pipeline: Identify, pitch and close deals with corporates, schools,

gyms, clubs and government bodies.

• Key Account Management: Maintain strong relationships, oversee contract renewals and

drive upsell opportunities.

• Bid & Tender Ownership: Lead end-to-end participation in RFQs/RFPs, ensuring timely,

compliant submissions.

• Revenue & Margin Delivery: Hit monthly/quarterly sales targets while protecting pricing

and payment terms.

• Cross-Functional Coordination: Liaise with merchandising, supply-chain and finance

teams to ensure smooth order fulfilment and after-sales support.

Requirements