Job highlights

- . Graduatedegree
- MBA preferred. Why This Role Rocks . Youllbuild the top of the funnel for a brand-new B2B Employee Advantages business atone of Indias fastest-growing fintech platforms

Manager B2B Insurance Lead Generation

Company: Upstox

Location: Bengaluru

Work arrangement: 5 days in the office

Function: Insurance B2B Sales (SDR / Lead Generationteam)

About Upstox

AtUpstox, were building the future of investing simple, powerful, and foreveryone. We're one of Indias fastest-growing fintech platforms, backed by thebest in the business, including Mr.

Ratan

Tata and Tiger Global, and on amission to make wealth creation accessible to every Indian. From first-timeinvestors to seasoned traders, millions trust us to power their financialjourneys. We're not just moving fast were moving with purpose. If you thrivein a high-energy, high-impact environment, you're in the right place.

The Role: Manager B2B Insurance Lead Generation

UpstoxInsurance is building a B2B Employee Benefits (EB) business that helpscorporates protect their employees through group insurance. As Manager B2BInsurance Lead Generation, youll own the top of this funnel building thelead management strategy, defining and building the list of target corporates,and leading a team of SDRs that consistently delivers the number and quality ofleads the B2B sales team needs, month on month.

Thisis a player-coach role. Alongside managing the team, youll carry your ownoutreach target and personally call and engage decision-makers at targetcorporates. If you love building pipeline from scratch and leading from thefront, this role is for you.

What Youll Own

Lead Generation Strategy & Lead Management

Leadmanagement framework : Designand own the end-to-end framework sourcing, qualification criteria, leadscoring, handover to sales, follow-up cadences and recycling of cold leads.

Idealcustomer profile : Define theICP by industry, employee strength, geography and current benefits set-up, andrefine it based on conversion data.

Outreachplaybooks : Buildmulti-channel playbooks across cold calling, email, LinkedIn, referrals,partner channels and events.

Renewal-cycleplanning : Plan outreacharound corporate policy renewal cycles so prospects are engaged well ahead oftheir group insurance renewal dates.

Target Account List Building

Targetlist : Build, segment andcontinuously enrich a target list of suitable corporates, with mappeddecision-makers across HR, Finance, Admin and leadership.

Research& data tools : Use toolssuch as LinkedIn Sales Navigator, Apollo and ZoomInfo to identify accounts andverify contact data.





Datahygiene & prioritisation :Maintain data hygiene and prioritise accounts by size, fit and likelihood toconvert.

Pipeline Delivery to the Sales Team

Qualifiedpipeline : Ensure the B2Bsales team receives the agreed number of qualified leads and meetings everymonth.

Monthlytargets : Agree monthly leadand meeting targets with B2B sales leadership, aligned to sales capacity andrevenue goals.

Feedbackloop : Run a regular feedbackloop with sales on lead quality and conversion, and adjust targeting, messagingand qualification accordingly.

Team Leadership & Motivation

Hiring& training : Hire, onboardand train SDRs on prospecting, pitch, objection handling and Employee Benefitsproducts (e.g., Group Health, Group Personal Accident, Group Term Life).

Targets& reviews : Set cleardaily, weekly and monthly activity and outcome targets for each team member,and review progress through huddles and dashboards.

Coaching& culture : Coach the teamthrough call audits, role-plays and one-on-ones; drive a high-energy , performance-oriented culture.

Individual Contribution

Personaltarget : Carry a personalmonthly target for outreach, calls and meetings set.

CXOoutreach : Personally call andengage senior decision-makers (CHROs, CFOs, founders) at priority and largeaccounts, and set up meetings for the sales team.

Leadfrom the front : Take the leadon strategic accounts and new segments to build playbooks the team canreplicate.

Tools, Reporting & Analytics

Leadmanagement stack : Own theCRM, dialers and sales engagement tools, and ensure full and disciplinedadoption by the team.

Dashboards& MIS : Build dashboardsand share weekly and monthly MIS with the Business Head on activity, pipeline,conversion and target achievement.

Data-ledallocation : Use data toidentify what is working by channel, segment and message, and reallocate teameffort accordingly.

Cross-Functional Collaboration

Collaboration : Work with Marketing on campaigns, contentand inbound lead flow; with Sales on smooth handovers; and with Product andOperations to bring market feedback back into the EB offering.

How Success Is Measured

Qualifiedleads delivered :Sales-qualified leads / meetings handed over to the B2B sales team each monthvs. target.

Meetingsheld : Share of scheduledmeetings that take place with the right decision-maker.

Funnelconversion :



Lead meeting proposal conversion rates, tracked by industry, company size and channel.

Teamproductivity : Calls,connects, emails and LinkedIn touches per SDR per day/week.

Self-outreachtarget : The Managerspersonal monthly target for outreach, calls and meetings set.

Dataquality : Accuracy andcompleteness of the target account list and CRM records.

Who You Are

5+ yearsof experience leading a B2B SDR / lead generation team, with a proven trackrecord of delivering monthly pipeline targets.

Strongunderstanding of lead management: ICP definition, list building, qualificationframeworks, lead scoring and sales handover.

Hands-onwith lead management and sales engagement tools CRM, dialers, LinkedIn SalesNavigator and data platforms.

Excellentcold calling and outreach skills, with the confidence to engage CXO and HRleadership directly.

Demonstratedability to hire, coach, motivate and retain a high-performing team.

Data-driven,with comfort in building and reading dashboards and MIS.

Excellentcommunication skills.

Willingto work on-site from Bengaluru.

Good to have

Experiencein insurance, Employee Benefits or group health, or B2B selling to HR andFinance teams (e.g., HR-tech, payroll, fintech, SaaS).

Familiaritywith insurance distribution and the IRDAI regulatory environment.

Graduatedegree; MBA preferred.

Why This Role Rocks

Youllbuild the top of the funnel for a brand-new B2B Employee Benefits business atone of Indias fastest-growing fintech platforms.

Youllhave high ownership and visibility your pipeline directly drives the revenueof the B2B insurance business.

Youll bea true player-coach, building a high-performing SDR team while leading from thefront with CXOs.

Youllwork with a passionate, fast-moving team across insurance, sales, marketing andproduct.

Everycorporate you bring in helps protect thousands of employees and their families.

By applying for this position, youacknowledge that you have reviewed our , which outlines how Upstox collects, uses, and protectsyour Personal Information ("PI"). I accept Upstox's ProspectiveEmployee Privacy Notice.

Upstox is an Equal Opportunity Employer;all qualified applicants will receive consideration for employment withoutregard to race, color, religion, gender, gender identity or expression, sexualorientation, national origin, genetics, disability, age, veteran status, orother characteristics.

Disclaimer: This job posting and Location has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Manager B Insurance Lead Generation (Bengaluru)
🏢 Upstox
📍 Bengaluru