Job Description:

Key Responsibilities
● Partner Engagement & Recruitment:
○ Identify and onboard existing company Wealth Mutual Fund partners as POSP or BQP to
initiate and expand insurance-related business activities.
○ Explain the benefits, process, and scope of the POSP/BQP roles effectively to ensure
partner enrollment.
● Strategic Planning:
○ Collaborate with Senior Managers to devise and implement strategies for the
development of insurance products within the branch.
○ Drive and monitor progress on recruitment and insurance sales targets.
● Relationship Management:
○ Build and nurture positive working relationships with partners to promote long-term
business growth.
○ Provide support to the POSP / CIA to achieve their goals.
● Product Promotion:
○ Focus on the promotion and sales of both Life and Non-Life Insurance products.
○ Ensure a thorough understanding of insurance products to guide and assist partners
effectively.




● Business Targets:
○ Achieve recruitment targets for POSP/BQP roles.

#may2025

○ Drive the sales and penetration of insurance products within the assigned branch/region.

Requirements:
● Educational Qualification: Bachelor’s OR Master’s degree in any discipline (Finance/Insurance
background preferred).
● Experience: 3–7 years in business development or sales, preferably in insurance or financial
services.
● Skills:
○ Excellent communication and interpersonal skills.
○ Strategic thinking with solid organizational and planning abilities.
○ Proven ability to meet targets and drive business results.

Salary Range:
Yearly CTC is divided into two parts 1) Fixed CTC 2) Yearly Performance base incentive, which is given at
Financial Year end. * (*discuss it to respective HR)

📌 Unit Manager - Insurance (Pune)
🏢 RECEX
📍 Pune