Business Development
Acquire current 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 Rajkot
🏢 TATA AIG General Insurance Company
📍 Rajkot