1. Business Growth & Strategy Identify, evaluate, and pursue new business opportunities in line with company goals. Develop and implement strategic business development plans to expand market reach. Conduct market and competitor analysis to identify trends and opportunities. 2. Client Acquisition & Relationship Management Build strong relationships with potential clients through meetings, presentations, and follow-ups. Manage and nurture long-term relationships with key clients and partners. Prepare and deliver pitches, proposals, and business presentations. 3. Sales & Revenue Generation Achieve monthly, quarterly, and annual sales targets. Negotiate and close business deals across products and services. Coordinate with the sales, marketing, and product teams to develop tailored solutions for clients. 4. Cross-Functional Collaboration Work with marketing to develop campaigns, events, and lead generation strategies. Collaborate with product and operations teams to ensure successful project delivery. 5. Reporting & Documentation Maintain accurate records of leads, opportunities, and sales activities. Prepare regular reports for management on pipeline progress and performance metrics. Key Skills & Competencies Strong communication and presentation skills Excellent negotiation and closing abilities Strategic thinking and strong business acumen Relationship-building and networking skills Ability to work independently and meet deadlines Proficiency in CRM software (e.g., Salesforce, HubSpot) Analytical and research skills Qualifications & Experience Bachelors degree in Business, Marketing, or related field (MBA preferred). 37 years of experience in business development or sales. Proven track record of meeting or exceeding sales targets. Industry-specific experience (optional, e.g., IT, Manufacturing, Real Estate).
Client Relationship Management Develop and manage long-term relationships with assigned clients. Serve as the primary point of contact for client inquiries, issues, and escalations. Understand client needs and align company solutions to meet their objectives. Conduct regular follow-ups, client meetings, and business reviews. Business Development Identify revenue-generating opportunities within existing accounts. Upsell and cross-sell relevant products or services. Generate referrals and support acquisition of new clients. Track competitive trends and share insights with internal teams. Service Delivery & Support Ensure smooth onboarding of new clients. Collaborate with internal teams (operations, product, compliance, support) to deliver high-quality service. Resolve client issues promptly and effectively. Maintain accurate records of client interactions and transactions in CRM tools. Performance & Reporting Achieve monthly/quarterly sales and retention targets. Prepare performance reports, forecasts, and client feedback summaries. Monitor portfolio health and mitigate risks proactively. Required Skills & Qualifications Bachelors degree in business, marketing, finance or relevant field (MBA preferred). 26 years of experience in customer relationship management, sales, or account management. Strong communication, negotiation, and interpersonal skills. Ability to analyze data and think strategically. Proficiency in CRM software and MS Office tools. High customer orientation with problem-solving mindset. Preferred Attributes Experience in the relevant industry (e.g., Banking, Financial Services, SaaS). Proven track record of meeting revenue/retention targets. Ability to manage multiple accounts and work under pressure. Strong presentation and client-engagement skills.
Client Relationship Management Build and maintain strong, long-term relationships with clients. Serve as the primary point of contact for client inquiries, concerns, and escalations. Conduct regular follow-ups and client meetings to ensure satisfaction. Maintain client records, communication history, and account status. Business Development Identify cross-selling and upselling opportunities. Understand client requirements and recommend suitable products/services. Meet sales targets and contribute to overall business growth. Collaborate with internal teams to develop client-specific solutions. Account Management Manage client portfolios and ensure timely delivery of services. Monitor account performance, risks, and service issues. Prepare reports on client activity, performance, and opportunities. Ensure compliance with company policies, contracts, and regulatory guidelines. Customer Support & Issue Resolution Provide prompt and effective resolution to customer problems. Coordinate with internal teams to ensure client issues are identified and resolved quickly. Anticipate client needs and proactively offer solutions. Market & Industry Awareness Stay updated on industry trends, competitor offerings, and market conditions. Provide insights to clients and internal teams for strategic decision-making. Skills & Qualifications Education Bachelors degree in Business Administration, Marketing, Finance, or related field. Experience 15 years of experience in Relationship Management, Sales, Client Servicing, or similar role. (Can be adjusted based on seniority required.)
- Generate life insurance business from assigned IDFC Bank branches - Build strong relationships with branch managers and staff - Conduct customer meetings and joint calls with bank staff - Achieve monthly/quarterly targets for premium, policy count, and product mix - Train and support branch employees on ABSLI products and processes - Ensure accurate documentation and compliance with IRDAI guidelines Key Responsibilities - Generate life insurance business from assigned IDFC Bank branches - Build strong relationships with branch managers and staff - Conduct customer meetings and joint calls with bank staff - Achieve monthly/quarterly targets for premium, policy count, and product mix - Train and support branch employees on ABSLI products and processes - Ensure accurate documentation and compliance with IRDAI guidelines Compensation & Benefits - Fixed CTC up to 5.5 LPA, depending on experience - Attractive performance-linked incentives - Career growth opportunities within bancassurance and sales hierarchy