Business Development - Acquire new clients through referrals, networking, and direct sales activities.

- Generate business across General Insurance and Health Insurance products.
- Identify customer insurance needs and propose appropriate risk solutions.
- Achieve monthly and annual premium targets.

Client Relationship

Management - Build and maintain solid relationships with existing clients.

- Conduct regular client meetings and portfolio reviews.
- Ensure high levels of customer satisfaction and retention.

Insurance

Advisory - Analyze client risk exposure and recommend suitable insurance coverage.

- Compare products from multiple insurers and provide the best solutions.
- Assist clients in policy selection, renewal, and endorsement activities.

Policy

Placement & Servicing - Coordinate with insurance companies for quotations, underwriting approvals, and policy issuance.

- Ensure timely policy documentation and renewal follow-ups.
- Support clients during claim intimation and settlement processes. Compliance & Documentation - Ensure compliance with IRDAI regulations and company policies.
- Maintain accurate client records and documentation.
- Prepare MIS and business reports as required.

📌 Channel Sales Manager - Financial Institutions (India)
🏢 TATA AIG
📍 India