Title - Senior Manager
Role - B2B Sales Manager
Department: Corporate Solutions Group (Employee Employer Group)
Experience: 0 - 1 year
Work Location: Delhi / NCR (Noida, CP, Gurgaon)
Education: CA / CS / ICWA

Role Objective

To drive B2B acquisition and growth of Employee Benefits business (Gratuity, leave encashment, superannuation - Retrials Benefits) with a specific focus on fund-based group life solutions, by partnering with corporates, CFOs, CHROs and treasury teams. The role requires solid financial acumen, consultative selling capability, and fund structuring expertise, preferably for a Qualified Chartered Accountant (CA), CS , CMA.

Job Responsibilities -
1. Reaching out to senior leaders in finance / treasury / HR at Corporates, MNCs & SMEs for managing their employee benefit funds (Gratuity, leave encashments, superannuation)

2. Design and propose customized employee benefit fund structures aligned to client demographics, cash-flow needs, risk appetite, and regulatory framework

3. Present fund performance, pricing logic, actuarial assumptions,



and financial impact analysis to clients

4. Work closely with internal stakeholders – actuarial, investments, finance, underwriting, operations, and compliance – for seamless solution delivery.

5. Ensure strict adherence to IRDAI guidelines, internal risk framework, underwriting norms, and approval matrices

6. Maintain robust documentation, proposal notes, pricing rationale, and audit-ready records

7. Monitor fund performance metrics, claims trends, persistency and client servicing SLAs

Desired profile

Strong financial modeling, fund understanding, and balance-sheet orientation
Consultative selling and solution structuring capability
Excellent communication and presentation skills (client and leadership-facing).
High ownership, stakeholder management, and execution discipline.
Proficiency in Excel, PPT, and financial analysis tools
Understand balance sheet, ratio, P&L;, interest rate, ROI, Gratuity Act, Inco

📌 CA Fresher (New Delhi)
🏢 Kotak Life
📍 New Delhi