Job Description

Title of Position
Sr. Manager - Sales / AVP - Sales
Function / Department
Sales
Location
Mumbai
Purpose and Objective
of Role
The role is supposed to develop and bring new corporate clients and maintain HNI relationship
ensuring expansion of both customer base.
Areas of
Responsibility

• To achieve new business sales targets for the number of customers as well as the line

of business sales to customers brought in. * To develop technical skills and product knowledge for each line of business in general
and life insurance. * Develop strong internal relationships with the support team as the role will be
supported by the underwriting and operations team for client quotations,
endorsements, claims. * Coordinating with Insurance Companies by building strong relationships with senior
level insurance company executives for escalations and further quote negotiations. * Submission of Quotes to customers and follow up with them by way of meetings,
phone and email for query resolution and closure. * Supporting the preparation of Pre-Sales Proposals for new business sales
presentations, client servicing presentations and reports * Responsible for filing & documentation of all client files with relevant information

• Resolving &/or escalating client queries in a timely manner as per established TATs.

Essential Qualifications
Post-Graduation and IRDA Broker Training & Certification
Preferred Experience 4-10 plus years of industry experience, specifically in sales & marketing of Commercial Direct
products
Functional Skills

• Sales target orientation - ability to develop and bring new relationships
• Domain and technical knowledge related to underwriting including property, engineering,

marine and trade credit, financial lines, casualty, employee benefits * Detail Oriented, analytical, strong financial acumen

• Good proposal preparation and presentation skills

Behavioral
Competencies

• Effective communication skills (negotiation and persuasion)
• Strong Networking and Influencing Skills

Skills Required