Company Description Policy Manthan Insurance Broking Private Limited is a dynamic General and Life Insurance Broking firm focused on delivering customized and transparent insurance solutions to businesses and individuals. The company provides expert advisory services and works with trusted insurer partners to secure comprehensive protection against unforeseen risks. With a strong emphasis on client needs, portfolio optimization, and end-to-end policy management, Policy Manthan ensures appropriate coverage at the right value. The team is driven by integrity, industry expertise, and innovation to make insurance more accessible, efficient, and meaningful. Policy Manthan is registered with IRDAI (Registration No. 1108) and operates from its office in Thane, Maharashtra.

Role Description This is a full-time, on-site Sales Executive role based in Thane. The Sales Executive will identify and pursue new business opportunities, generate leads, and build a robust pipeline of corporate and individual clients for General Insurance products. Responsibilities include understanding client risk profiles and coverage needs, presenting suitable insurance solutions, preparing proposals, and coordinating with internal teams to close sales. The role involves maintaining robust client relationships,



managing policy renewals, and providing ongoing support to ensure high levels of client satisfaction. The Sales Executive will also track sales performance, report key metrics, and contribute to improving sales processes and market reach.

Qualifications

- Strong sales, negotiation, and persuasion skills, with the ability to convert leads into long-term clients.
- Excellent communication, presentation, and interpersonal skills to engage with diverse stakeholders.
- Knowledge of General Insurance products, and risk assessment(experience in insurance broking or financial services is preferred).
- Ability to conduct market research, analyze client needs, and recommend appropriate insurance solutions.
- Proficiency in using CRM tools, MS Office, and digital communication platforms to manage sales activities.
- Strong organizational and time-management skills, with attention to detail and follow-through.
- Bachelor’s degree in business, finance, insurance, or a related field; relevant certifications in insurance or financial services are an advantage.
- Comfort working in an on-site, target-driven environment in Thane, with a client-centric and ethical approach.

📌 Sales Executive (Thane)
🏢 Policy Manthan Insurance Broking Private
📍 Thane