Role & responsibilities
Acquire recent 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 recent 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.