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JOB DETAILS:

Job Role: RM Corporate Sales

Industry: Insurance

Function: Sales/Business Development

Working Day: 6

Work Mode: ONSITE

Salary: Best in Industry

Experience: 4-10 years

Location: Delhi, Mumbai, Chennai & Kolkata

Required Skills: Corporate Insurance Sales Expertise, Business Development & Lead Generation, Insurance Product Knowledge, Negotiation & Client Advisory, Relationship & Account Management

Criteria:

• Looking for Local candidates only.
• Need candidate from Insurance broking companies or from corporate banking who is handling Corporate salary accounts only.
• 4 to 10 years of experience in corporate insurance sales, insurance broking, or general insurance
• Proven track record in acquiring and managing corporate clients
• Hands-on experience in generating leads and closing corporate insurance deals
• Strong expertise in general insurance products (Fire, Property, Liability, Marine, Engineering, Group Health, etc.)
• Direct experience in advising corporate clients on risk management and insurance solutions
• Ability to prepare and present proposals to senior stakeholders (CFOs, Risk Managers, HR Heads)
• Experience in negotiating premiums, coverage terms, and policy conditions with insurers
• Proven capability to achieve assigned revenue, premium, and acquisition targets
• Strong experience in managing policy renewals and premium collections
• Demonstrated ability in cross-selling and upselling insurance products
• Experience in coordinating with insurers and internal teams for policy placement
• Sound knowledge of IRDAI regulations and insurance compliance requirements
• Excellent communication, presentation, and negotiation skills
• Ability to independently manage client relationships and meet business targets

Description

Qualifications & Experience:

• Bachelor’s degree in business, Finance, Marketing, or related field (MBA preferred)

• 4 – 10 years of experience in corporate insurance sales, insurance broking, or general insurance

We are looking for experienced professional responsible for acquiring, managing, and growing corporate clients by providing insurance broking solutions tailored to their risk management needs. The role involves identifying business opportunities, advising clients on appropriate insurance coverage, negotiating with insurers, and ensuring long-term client relationships.

Key Responsibilities:

Business Development & Sales

• Identify and develop new corporate clients across industries such as manufacturing, IT, logistics, healthcare, and infrastructure.

• Generate leads through networking, referrals, cold calling, and market research.

• Achieve assigned revenue, premium, and client acquisition targets.

• Prepare and deliver presentations and proposals to corporate decision-makers (CFOs, Risk Managers, HR Heads).

Client Relationship Management

• Act as a trusted advisor by understanding client business risks and insurance requirements.

• Maintain strong relationships with existing corporate clients to ensure renewals and cross-selling opportunities.

• Conduct regular client meetings and policy reviews.

Insurance Placement & Advisory

• Analyze client risk profiles and recommend appropriate insurance solutions such as:

   o Fire Insurance

   o Property & Engineering Insurance

   o Liability Insurance

   o Marine Insurance

   o Group Health & Employee Benefits

• Coordinate with internal teams and insurers to place policies on competitive terms.

• Support negotiations on premiums, coverage terms, deductibles, and claims handling arrangements.

Renewals & Cross-Selling

• Manage policy renewals by ensuring timely documentation and premium collection.

• Identify opportunities for upselling and cross-selling additional insurance products.

Market & Insurer Coordination

• Build and maintain relationships with insurance companies and underwriters.

• Stay updated on market trends, new insurance products, and regulatory changes.

Compliance & Documentation

• Ensure compliance with IRDAI regulations and internal company policies.

• Maintain accurate sales records, client documentation, and MIS reports.

Key Skills & Competencies

• Strong corporate sales and negotiation skills

• Sound knowledge of general insurance products and broking practices

• Excellent communication and presentation abilities

• Client-focused and solution-oriented approach

• Ability to work independently and meet targets

• Relationship management and networking skills

Key Performance Indicators (KPIs)

• Premium and revenue targets achieved

• Number of new corporate clients acquired

• Renewal retention ratio

• Cross-sell and upsell contribution

• Client satisfaction and relationship strength

REVIEW CRITERIA:

MANDATORY:

• Strong sales, business development and networking profile
• Must have 1+ years of experience in Sales, Business Development in investment Banking, Venture Capital, Private Equity, or related fields
• Must have experience engaging with startups or early-stage companies for partnerships or fundraising
• Must have experience identifying and sourcing startup deal flow or fundraising mandates
• Must have basic understanding of startup financing, equity structures, investor types, and fundraising models
• Must maintain deal pipeline, BD dashboards, and mandate records
• Must have high ownership and target-driven mindset

PREFERRED:

• Experience representing the company at events, networking forums, or startup platforms
• MBA preferred

ROLES AND RESPONSIBILITIES:

Deal Sourcing & Origination:

• Identify and engage startups, early-stage companies, and growth businesses seeking funding or strategic investment partners.
• Build and maintain a strong pipeline of investment opportunities and fundraising mandates.

Relationship Building:

• Develop deep relationships with founders, CXOs, and decision-makers across industries.
• Collaborate closely with the internal investment team to evaluate opportunities for both advisory and co-investment.

Market Research & Intelligence:

• Monitor emerging trends, sectors, and disruptive business models in the startup ecosystem.
• Track competitor activity and ecosystem developments to stay ahead of market shifts.

Fundraising Support:

• Pitch the firm’s advisory services and investment philosophy to startups and entrepreneurs.
• Assist in designing outreach strategies to attract quality fundraising mandates and co-investment opportunities.

Networking & Branding:

• Represent the firm at startup events, pitch competitions, and investor forums.
• Build thought leadership and enhance the firm’s brand presence within the startup and investment ecosystem.

IDEAL CANDIDATE:

Education:

• Bachelor’s degree in Finance, Commerce, Economics, Business, or related fields. MBA or equivalent qualification preferred.

Experience:

• 1-4 years of experience in sales, business development, investment banking, venture capital, private equity, or related fields.
• Strong understanding of the startup ecosystem, fundraising processes, and investment models.

Skills:

• Excellent communication, networking, and negotiation skills.
• Ability to build and maintain high-value relationships with founders and investors.
• Analytical skills to identify quality opportunities for advisory and co-investment.
• Entrepreneurial and target-driven mindset.

Job Details

- Job Title: Enterprise Sales Manager (B2B SaaS)

- Industry: Software Technology Company

- Experience Required: 2-10 years

- Working Days: 5 days/week

- Job Location: Mumbai

- CTC Range: Best in Industry

Review Criteria

• Strong enterprise sales executive profile
• 2+ years of selling B2B SaaS.
• Must have 2+ of experience of selling to enterprise clients OR to manufacturing industry OR selling FinTech product, SAP Product sales/Finance ERP solutions (like invoice processing, vendor management, Source to pay, Compliance solutions).
• Must have experience in end-to-end sales from lead generation, prospecting, demos, proposal building, negotiation, and deal closure
• Must have stable career history — no frequent job hopping
• Final round is F2F (client will handle the travel)

Role & Responsibilities

We are looking for a dynamic and results-driven Enterprise Sales Manager to drive our sales strategy and expand our market presence. This role demands a strong understanding of SAP/Finance ERP solutions, excellent communication skills, and a proven track record in IT/software sales.

Key Responsibilities:

• Sales Strategy Development: Develop and execute sales plans to achieve company revenue targets in the SAP/ERP domain.
• Client Acquisition: Identify, engage, and convert prospective clients by demonstrating the value of our SAP/ERP solutions.
• Relationship Management: Build and maintain long-term relationships with clients, ensuring high levels of satisfaction and retention.
• Market Analysis: Stay updated on industry trends, competitor activities, and market demands to identify growth opportunities.
• Proposal & Presentation: Prepare and deliver compelling proposals, presentations, and demos tailored to client needs.
• Collaboration: Work closely with technical and consulting teams to ensure seamless delivery of solutions and services.

Ideal Candidate

• Experience: Minimum 2 years in sales, with a strong focus on SAP Product sales/Finance ERP solutions
• Industry Preference: Candidates with prior experience in handling manufacturing industry clients will be given preference.
• Educational Qualification: Bachelor’s degree in Business, IT, or a related field. An MBA is an added advantage.

Skills:

• Proven ability to meet and exceed sales targets.
• Excellent communication, negotiation, and presentation skills.
• Understanding of SAP/ERP systems and their applications in business processes.
• Strong client relationship management abilities.
• Track record of success managing large enterprise accounts
• Track record of consistently over-achieving quota (top 10% in your company)
• Strong interpersonal and presentation skills
• Exceptional verbal and written communication skills
• Ability to travel to prospects and customers if required
• Good organizer with the ability to prioritize and multitask
• Proven ability to manage multiple concurrent sales cycles.

REVIEW CRITERIA:

MANDATORY:

• Strong enterprise sales executive profile
• Mandatory (Experience 1):Must have 4+ years of selling B2B SaaS.
• Mandatory (Experience 2): Must have 2+ of experience of selling to enterprise clients OR to manufacturing industry OR selling FinTech product
• Mandatory (Sales Skills):Must have experience in end to end sales from lead generation, prospecting, demos, proposal building, negotiation, and deal closure
• Mandatory (Stability): Must have stable career history — no frequent job hopping
• Mandatory (Note): Final round is F2F (client will handle the travel)

ROLE & RESPONSIBILITIES:

We are looking for a dynamic and results-driven Enterprise Sales Manager to drive our sales strategy and expand our market presence. This role demands a strong understanding of SAP/Finance ERP solutions, excellent communication skills, and a proven track record in IT/software sales.

KEY RESPONSIBILITIES:

• Sales Strategy Development: Develop and execute sales plans to achieve company revenue targets in the SAP/ERP domain.
• Client Acquisition: Identify, engage, and convert prospective clients by demonstrating the value of our SAP/ERP solutions.
• Relationship Management: Build and maintain long-term relationships with clients, ensuring high levels of satisfaction and retention.
• Market Analysis: Stay updated on industry trends, competitor activities, and market demands to identify growth opportunities.
• Proposal & Presentation: Prepare and deliver compelling proposals, presentations, and demos tailored to client needs.
• Collaboration: Work closely with technical and consulting teams to ensure seamless delivery of solutions and services.

IDEAL CANDIDATE:

• Experience: Minimum 2 years in sales, with a strong focus on SAP Product sales/Finance ERP solutions
• Industry Preference: Candidates with prior experience in handling manufacturing industry clients will be given preference.
• Educational Qualification: Bachelor’s degree in Business, IT, or a related field. An MBA is an added advantage.

SKILLS:

• Proven ability to meet and exceed sales targets.
• Excellent communication, negotiation, and presentation skills.
• Understanding of SAP/ERP systems and their applications in business processes.
• Strong client relationship management abilities.
• Track record of success managing large enterprise accounts
• Track record of consistently over-achieving quota (top 10% in your company)
• Strong interpersonal and presentation skills
• Exceptional verbal and written communication skills
• Ability to travel to prospects and customers if required
• Good organizer with the ability to prioritize and multitask
• Proven ability to manage multiple concurrent sales cycles.

About 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.

Roles & responsibilities

• Onboarding, Handling and Managing HNI / Ultra HNI clients.

• Accountable to achieve Annual revenue, AUM & Strategic product targets in the respective geography. 

• Aiming for consistent growth of customer wallet share and book size.

• Advising and meeting clients on their business and investment needs based on their risk appetite and performance objective through various structuring solutions.

• Constantly review client portfolios and give a birds’ eye view.

• Ability to work in partnership with Federal Bank and drive leads & AUM.

• Service existing clients with the support of client servicing team

• Adherence to all regulatory, statutory, and corporate compliance standards 

Requirements

• 8+ years of experience in Wealth Management space

• Must have completed MBA from a premier business school.

• Should have sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs, PE etc.) & markets.

• English is mandatory and command on local language would be beneficial. 

• Ability to work in tandem with our channel partner and generate leads & business. 

• Good communication and presentation skills

Responsibilities

• To Attend the inbound calls of HNI customers in both Retail Liabilities & Credit Cards and process the queries.
• To identify and convert the opportunities for cross-selling (banking products).
• Responsible for quality communication and customer servicing within laid down productivity and service benchmarks.
• Ensure customer “delight” and consistent service experience, including timely resolution of customer queries/issues.
• Complete the logs specified by the process (End-of-day target).
• Adherence to Information Security norms & quality process norms.
• To be aware of and comply with any updates about the process.
• Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance.

Requirements

• Graduate
• Preferably 1-2 years with 6 months which should be in a customer service role - Understanding of call centre industry an advantage.
• Excellent communication skills – Verbal & Written.
• Flexible to work 24/7 (For Females: 7 AM till 8 PM) including Sundays/holidays
• Flexible to get scattered 8 Week Offs in a month with 9 hours shift
• Good listening skills and strong communication abilities.
• Be Confident and willing to learn with a flair for knowledge. Possess an upbeat, positive can-do attitude & works with integrity
• Team Player, collaborative Self-motivated person with the ability to act as a role model within the organization.
• Should be able to establish rapport quickly with peers, managers & customers.