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JOB DETAILS:
Job Role: Senior Corporate Sales
Industry: Insurance
Function: Sales/Business Development
Working Day: 6
Work Mode: ONSITE
Salary: Best in Industry
Experience: 10-15 years
Location: Mumbai
Required Skills: Client Relationship Management, B2B Sales & Business Development, Insurance Domain Knowledge, Negotiation & Communication Skills, Sales Target Achievement
Criteria:
- Looking for Local candidates only.
- Need candidate from Insurance broking companies only.
- Proven experience in Insurance Sales, Business Development, or Client Servicing
- Direct experience in generating leads and building new client relationships
- Strong ability to assess client insurance needs and recommend suitable policies
- Hands-on experience in managing corporate or business clients
- Experience in coordinating with underwriting teams for policy issuance and renewals
- Ability to manage end-to-end client lifecycle – acquisition, servicing, renewals, and claims coordination
- Proven capability to meet or exceed assigned sales and revenue targets
- Strong negotiation and deal-closure skills
- Experience in maintaining client databases and preparing MIS reports
- Ability to independently manage client meetings, follow-ups, and relationship building
- Strong knowledge of insurance products and industry processes
- Excellent communication, negotiation, and presentation skills
- Willingness to work in a client-facing, field-oriented sales role
Description
We are looking for experienced professional in Strategic Planning, Sales & Marketing, Business Development, Product Management & Key Accounts Management, Client Servicing and Team Management.
Responsibilities:
• Generating Leads and Building Relationships: Identifying potential clients, contacting them, and building rapport to understand their insurance needs.
• Understanding Client Needs: Assessing a business's risk profile and recommending the most suitable insurance policies.
Customer:
• Send introductory mails or letters, call for appointment before the initial meeting and send thank you note and brochure to all prospective clients after the same.
• Make client lists
• Visit key existing clients on a periodical basis
• Get insurance policies issued in favor of the clients in coordination with the underwriting team and deliver the same to the clients
• Collect premium cheque on time
• Provide best possible client service with respect to all new clients by -
o Coordinating with the underwriting team to get renewal notice issued and the renewals done on time
o Engaging with insurance companies and coordinating with the claims team to enable settlement of claims
• Give timely inputs for MIS to management
• Classify potential customers into A-B-C category and implement the following action:
o Cater to all requirements through close liaising with respect to A category and close
o Liaise with B category to covert the leads
o Maintain the C category in the database and schedule follow-up
• Selling Insurance Products: Presenting insurance options, negotiating terms, and closing deals.
People Growth:
• Acquire product knowledge and always keep self-updated with latest variations in product offerings
• Attend training sessions (external/ internal) and working on on-job assignments to implement new learning
External Interface:
Internal interface:
• Existing clients
• Employees
• Prospective clients
• Insurance companies
• Achieving Sales Targets: Meeting or exceeding set sales quotas and revenue goals.
• Maintaining Client Relationships: Providing ongoing support, addressing inquiries, and ensuring client satisfaction.
• Staying Informed: Keeping up-to-date with industry trends, new products, and regulatory changes.
• Knowledge: Strong understanding of insurance products, especially those relevant to corporate clients.
• Skills: Excellent communication, negotiation, and presentation skills are essential.
Review Criteria:
Mandatory:
- Strong Associate Manager – Customer Success, Account management Profile
- Must have 4+ years of overall experience with aleast 2+ Years in Customer Success role.
- Must have experience managing clients in the outside India market (Preferrably US/America clients)
- Must have cross-functional experience working closely with Sales, Product, and Ad Operations teams for campaign execution, performance optimization, and client delivery.
- Must have strong technical understanding of digital advertising / programmatic platforms/software products
- B2B SaaS (AdTech experience is highly preferred)
- Candidate must have no frequent job hops and a minimum of 1+ year in the current organization.
Preferred:
- B.E/B.Tech (IT/CSE/ECE) with MBA preferred
- Exposure to pre-sales activities, including product demos, onboarding, and performance review presentations.
- Experience in analyzing data-driven advertising performance metrics and building optimization strategies.
Role & Responsibilities:
As an Associate Manager - Customer Success, you are someone who comes with2-3 years of Account Management/Business Development/ problem solving / hustlingexperience ina highgrowthinternet startup/ technologycompany. As a technically savvy and results-driven Customer Success Manager, your primary focus will be driving revenue growth, reducing churn, enhancing product value, and supporting pre-sales activities. The ideal candidate should possess excellent relationship-building skills, a strong technical background, and a drive for achieving results.
- Serve as the primary point of contact and trusted advisor for assigned clients, ensuring exceptional customer service and satisfaction.
- Proactively engage with clients to understand their business objectives, monetization goals, and challenges, and provide strategic recommendations to achieve optimal results.
- Collaborate closely with internal teams, including Sales, Product, and Operations, to coordinate seamless onboarding, implementation, and ongoing support for clients.
- Conduct regular performance reviews and analysis of client monetization stack, identifying areas for improvement and developing optimization strategies.
- Monitor key performance metrics and provide timely reports and insights to clients, highlighting advertising performance, trends, and opportunities for growth.
- Deliver product demos and educate clients on best practices, new features, and industry trends to maximize their utilization and success with our platform solutions.
- Resolve client inquiries, concerns, and issues promptly and effectively, escalating to the appropriate teams when necessary.
- Support pre-sales activities, including conducting product demonstrations, presenting technical information, and addressing client inquiries and concerns.
- Stay up to date with industry trends, competitive landscape, and emerging technologies in the ad tech space to provide valuable insights and recommendations to clients.
Ideal Candidate:
- 2-5 years of experience inthe internet/technologyindustry (mandatory)
- B.E / B.Tech(IT / CSE / ECE) along with an MBA degree (highly preferred)
- Excellent relationship-building skills with the ability to establish trust, foster positive business relationships and credibility with clients.
- Strong technical background with a solid understanding of software products and the ability to quickly grasp new technologies.
- Accountability and personal organisation are essential
- Experience in managing a diverse group and training each according to company standards
- Strong problem-solving and analytical skills with a focus on results and driving revenue growth.
- Outstanding communication and presentation skills, with the ability to convey complex concepts in a clear and concise manner.
- Self-motivated and proactive mindset with the ability to work independently and as part of a team.
- Experience in the tech industry or a related field is highly desirable.
Perks, Benefits and Work Culture:
- Flexible work hours and leaves
- Salary advance
- Maternity/Paternity leave benefits & adoption assistance
- Butler & Concierge services
- Team Off-sites & Celebrations
Beyond Work:
- Insurance benefits for you and family
- Interest-free loans
- Gift vouchers for special moments
- Fully-equipped Gym
- Education Sponsorship Programs
ROLES AND RESPONSIBILITIES:
Looking for a Key Account Manager (B2B) with Excellent Communication Skills and prior experience in selling or managing clients for SaaS products / Tech Sales.
KEY RESPONSIBILITIES:
- Own account P&L outcomes including Revenue Expansion, Retention, Gross Margins, NRR and CSAT scores
- Build multithreaded relationships across CXO, Product, Compliance and Procurement teams
- Drive platform adoption by shaping customer success plans, product usage KPIs and quarterly business reviews (QBRs)
- Identify and execute upsell and cross-sell opportunities across product lines to expand customer footprint
- Lead contract renewals, commercials and negotiations with a solutions-first mindset
- Manage risks proactively (churn risk, adoption gaps, budget constraints, competitive threats) with clear mitigation plans
- Maintain accurate forecast hygiene, account plans and stakeholder mappings in CRM
- Champion account governance and escalation resolution to ensure high-quality delivery and service experience
IDEAL CANDIDATE:
Skills & Competencies:
- Strong enterprise account management and SaaS upsell experience
- Commercial ownership & contract negotiation excellence
- Customer-centric problem solving & strategic account planning
- High stakeholder management maturity (multi-country/global exposure preferred)
- Excellent storytelling & data-driven business impact articulation
Must Have:
- 7-9 years of experience managing existing business in SaaS/HCM/FinTech/Enterprise platforms
- Proven track record of driving NRR (120%+ preferred) within assigned accounts
- Experience leading renewals, upsells and enterprise commercials
- Ability to build deep customer trust and long-term strategic relevance
- Strong fluency in business metrics, product adoption modeling, and value realization frameworks
- Hands-on experience with account management CRMs like Salesforce, Zoho, HubSpot, and similar
- Ability to manage clients independently with minimum supervision
PERKS, BENEFITS AND WORK CULTURE:
A wholesome opportunity in a fast-paced environment that will enable you to juggle between concepts, yet maintain the quality of content, interact and share your ideas and have loads of learning while at work. Work with a team of highly talented young professionals and enjoy the comprehensive benefits that company offers.
ROLES AND RESPONSIBILITIES:
You will be responsible for serving the needs of the existing customers and closing sales deals to create new customers.
KEY RESPONSIBILITIES:
- Prepare for the sales calls including conducting research and building sales decks
- Leading the prospective client calls, sending pitches, and closing new deals.
- Presenting company's products as a solution to the prospective client’s business challenge/needs
- Manage the full sales cycle from prospecting to closing for new customers
- Should be flexible working in shifts or in different time zones
- Excellent communication and interpersonal skills.
- Develop a pipeline of qualified opportunities and consistently maintain an accurate forecast
- Liaise and partner with other internal departments to manage complex sales opportunities
IDEAL CANDIDATE:
- Graduate/Postgraduate or equivalent
- 8-10 years of SaaS sales experience required
- Ability to hunt new business and manage a pipeline
- Great team player
- Strong analytical, communication, and writing skills
- Entrepreneurial spirit highly encouraged
- Enjoy working in small, fast-paced teams where you can take initiative and accountability, and generate results every day
- Great listening skills and a desire to learn proper consultative selling techniques
- High-energy and positive attitude
- Attention to detail and the ability to multitask while maintaining a high quality of work
- Confidence to overcome objections and convert interest into qualified
PERKS, BENEFITS AND WORK CULTURE:
A wholesome opportunity in a fast-paced environment that will enable you to juggle between concepts, yet maintain the quality of content, interact and share your ideas and have loads of learning while at work. Work with a team of highly talented young professionals and enjoy the comprehensive benefits that company offers.

