Role & responsibilities

1. Corporate Business Acquisition & Growth

- Acquire and manage corporate clients for investment and risk management solutions including group gratuity, group superannuation, leave encashment, group term life, GMC, GPA and related offerings.
- Build and maintain a strong pipeline of corporate prospects.
- Drive revenue growth through recent acquisition and cross-selling opportunities.
- Lead negotiations, closures and ensure seamless onboarding of clients.

2. Education Ecosystem Development

- Identify and onboard educational institutes for long-term partnerships.
- Drive internship programs, on-the-job training (OJT) and field projects for students.
- Establish institutional tie-ups to create a sustainable talent and business pipeline.

3. Regional Business Activation

- Execute central business initiatives at the zonal level.
- Drive retail business generation through institutional and corporate channels.
- Support Engagement outreach campaigns and lead conversion efforts.
- Enable walk site and B2B2C engagement models.

4. Relationship & Ecosystem Management

- Build and maintain strong relationships with corporate clients, HR leaders, institutional heads, professors and key stakeholders.




- Act as a trusted advisor and problem-solving partner for clients and institutions.
- Ensure continuous engagement and value delivery.

5. Team Leadership & Governance

- Lead and mentor Regional Heads and ensure achievement of business targets.
- Monitor performance, track KPIs and ensure execution discipline.
- Ensure adherence to regulatory and compliance standards.

Preferred candidate profile

Eligibility Criteria

- Postgraduate (MBA / Equivalent preferred).
- 710 years of experience in corporate sales, distribution, insurance, or financial services.
- Proven track record in business development and client acquisition.
- Strong leadership and stakeholder management skills.
- Open to travel extensively across assigned zones.

Key Competencies

- Strong B2B sales and distribution expertise.
- Excellent communication and negotiation skills.
- Strategic thinking and execution capability.
- Relationship-building and stakeholder management.
- High ownership and result-oriented mindset.

Success Metrics

- Corporate revenue generation.
- Number of institutional partnerships onboarded.
- Retail and digital activation performance.
- Pipeline strength and conversion ratios.
- Regional business growth and target achievement.

📌 Zonal Head (Maharashtra)
🏢 YES SECURITIES
📍 Maharashtra