- Acquire new corporate/institutional clients and drive insurance business growth.
- Generate leads and maintain a strong sales pipeline.
- Understand client requirements and offer customized insurance solutions.
- Conduct client meetings, presentations, and close corporate deals.
- Build and manage long-term relationships with clients and insurers.
- Achieve premium, revenue, and business targets through new acquisition and cross-selling.
- Track market trends, competitor activities, and identify recent business opportunities.
- Maintain CRM, sales reports, and documentation.
- Coordinate with underwriting and internal teams for seamless client servicing.
- Ensure compliance with IRDAI regulations and ethical sales practices.