Disha Capital

Job Title: Corporate Relationship Manager Company: Disha Insurance Brokers Private Limited Location : Disha Capital Insurance Brokers Private Limited. 6A, A Wing,10th Floor Pinnacle Corporate Park, Next to Trade Centre, BKC Bandra (East) Mumbai 400051 Head Office Location: 1404-A, 43, CHIRANJIV TOWER, Nehru Place, New Delhi, Delhi 110019 Department : Sales & Business Development Reports to : Branch Manager / Regional Sales Manager (or) Assistant Vice President –( Sales) Salary Range: CTC: 6-12 Lacs P.A. INHAND 50,000 to 1,00,000 PM Travel Required : Yes No. of opening s: 2 Company Overview : Disha Capital Insurance Brokers is licensed as a Direct Broker for both life and general Insurance with IRDAI vide license number 666. The company is promoted with the main objective to provide professional guidance in the field of Insurance to retail and corporate clients. At Disha Insurance Brokers, we simplify the complexities of Insurance, analyze the Risks, Help the clients in providing the most appropriate Insurance Solutions and also extend assistance in Prompt Settlement of Claims through our dedicated team of highly result oriented professionals. The company is promoted by Disha Investment Centre having its strong presence in financial services industry for over three decades. With its Pan India presence, it has catered to the financial needs of a large number of corporate clienteles through its personalized and innovative approach. Key Responsibilities:  To deliver excellent conversion of prospects to customers by combining your grasp of commercial insurance with adeptness in selling.  Maintaining a strong pipeline of prospects.  Demonstrating strong teamwork, self- and team leadership.  Displaying consistently high energy, integrity, and commitment to the job.  Having a problem-solving approach.  Work closely with internal teams (claims, underwriting, accounts) to ensure smooth operations.  Support the sales team in generating leads and closing business. Requirements:  Commercial insurance experience, e. g. in group health, property and liability, is very useful  B2B sales experience is a must  The candidate may have worked with an insurance broker or with the direct selling side of insurers.  Strong drive to handle clients and teams in an independent way.  A strong problem-solving approach  Strong communication and comfort in engaging with senior client executives  Drive to build a large business and progress within our organization  Proven ability to work and collaborate with other functions. Smart Skills:  Knowledge of General Insurance products  Experience with broking portals and insurer systems  Proficiency in MS Excel and CRM tools Qualifications:  Graduate in any discipline (mandatory)  MBA / PGDM in Marketing / Finance / Insurance (preferred)  IRDAI certification (if applicable for the role) Experience:  5 to 8 years of experience in B2B Sales, with a strong focus in the insurance domain (mandatory)  Proven experience in handling corporate clients and delivering sales targets  Excellent communication, interpersonal, and client relationship management skills  Good knowledge of insurance products and corporate sales processes  Proficiency in MS Office and CRM tools is preferred Soft Skills:  B2B Sales  Corporate Sales – Insurance  Client Relationship Management  Key Account Management  Insurance Solutions ( / General / Health)  Business Development  Strategic Selling  Cross-selling & Upselling  Negotiation Skills  Channel Management  Team Coordination  Target Achievement  Customer Retention  Proposal & Presentation Skills  CRM Software (e.g., Salesforce, Zoho)  MS Office (Excel, PowerPoint, Word) Certifications (If required): Any Insurance Sales or Financial Planning Certification is an added advantage Additional Information:  Working Hours: 9:30 AM to 6:30 PM, Monday to Saturday (2nd Saturday will be a week off) Work Mode: This is a Work from Office role, remote work is not available Travel Requirement: Travel is mandatory as part of the job (client meetings, business development, etc.) If you’re an energetic, experienced leader with a passion for building strong teams, this might just be your next great move. Bonus points if you speak fluent “General Insurance” – but we’re more interested in your leadership chops and industry know how. Kindly drop your updated CV today on hrbby@dishainsurance.com ( mumbai ) hr@dishainsurance.com ( Bangalore) Hiring announcements............ #dishainsurance

DISHA Insurance Brokers Pvt Ltd is on the hunt for a Branch Manager for their office in Mumbai. We’re looking for someone who knows their way around the insurance broker world, thrives in a leadership role. And has 5 Years’ experience in Insurance broking industry in corporate Direct sales www Job Title: Branch Manager Locations: MUMBAI Industry: Insurance Brokers industry Salary: 10 LPA TO 12 LPA (Negotiable) Responsibilities Design and implement effective marketing strategies to sell new insurance contracts/existing ones. Contact potential clients and create rapport by networking. Lead, train, and supervise branch staff including sales agents and administrative personnel Stay updated on industry trends, market conditions, and competitor activities. Develop and maintain strong relationships with clients, brokers, and partners. Requirements Bachelor's degree in Marketing, Business Administration, or a related field. A master's and professional qualifications can be an added advantage Minimum 5 years of experience in Direct sales in Insurance Brokers Industry, with at least 2-3 years in a managerial role Proven track record of developing and implementing successful marketing strategies In-depth understanding of insurance marketing principles, trends and best practices Customer-centric mind set and focus on delivering an exceptional customer experience Strong commercial awareness and business acumen If you’re an energetic, experienced leader with a passion for building strong teams, this might just be your next great move. Bonus points if you speak fluent “General Insurance” – but we’re more interested in your leadership chops and industry know how. Kindly drop your updated CV on hrbby@dishainsurance.com

CORPORATE RELATION SHIP MANAGER ( INSURANCE BROKERS INDUSTRY) Company Overview : Disha Capital Group (Disha Investment Centre Pvt. Ltd), an investment advisory and wealth management firm, has been guiding financial journeys since 1988. Licensed by IRDAI as a Direct Broker for life and general Insurance, Disha Capital offers a comprehensive range of financial services . With a mission to perpetuate its legacy of excellence into the future, Disha Capital provides professional guidance in insurance portfolio management, and customized financial planning. Founded by Shri R.M. Sharma, the company has a rich legacy of engaging in resource mobilization and distribution of financial products. Role Description This is a full-time, on-site role for a Corporate Relations Manager located in Mumbai. The Corporate Relations Manager will develop and maintain business relationships with corporate clients, ensuring their financial needs are met. Day-to-day tasks include managing client portfolios, conducting regular client meetings, negotiating sales terms, and providing financial advice. The role also involves coordinating with internal teams for efficient service delivery and identifying new business opportunities. Qualifications Corporate Relations and Business Relationship Management skills Strong Communication skills both verbal and written Insurance brokers back ground background and proficiency in sales Excellent interpersonal and negotiation skills Ability to work independently and as part of a team Bachelor's degree in Finance, Business Administration, or related field Experience in insurance brokers Industry is plus industry is a plus Experience: · 2 to 3 years of relevant experience in the General Insurance ( Insurance Broking industry ) · Proven track record in Direct sales, and client relationship management · Prior experience in handling corporate insurance clients or regional sales teams · Strong exposure to commercial insurance lines like Property, Marine, and Group Health Certifications (If required): Any certifications in General or Commercial Insurance IRDAI Certification – Option Additional Information: · Working Hours: 9:30 AM to 6:30 PM, Monday to Saturday (2nd Saturday week off) · Work Mode: This is a Work from Office role, remote work is not available Travel Requirement: Yes – mandatory for client and business meetings If interested kindly send your resume on hrbby@dishainsurance.com

Job description Position: Senior Executive Human Resources Experience: 6 – 8 years Salary: 7.2 LPA – 9.6 LPA Location: New Delhi (Nehru Place) Job Description: Manage and support the entire employee lifecycle — from onboarding to exit formalities. Handle recruitment activities including job posting, screening, interviewing, and coordinating with candidates. Assist in maintaining employee records and HR documentation. Ensure timely execution of joining formalities, induction, and orientation. Coordinate with various departments for manpower planning and internal hiring needs. Support payroll inputs, attendance, and leave management. Assist in performance management and employee engagement initiatives. Ensure compliance with labor laws and internal HR policies. Address employee queries and concerns in a timely and professional manner. Requirements: 6 to 8 years of proven experience in HR operations or generalist roles. Strong understanding of HR processes, labour laws, and statutory compliance. Proficiency in MS Office and HRMS tools. Excellent communication and interpersonal skills. Ability to handle confidential information with discretion. Preferred: Experience in the insurance industry is an added advantage. Interested candidates can send their resume to: 📧 hr@dishainsurance.com

🚀 Accelerate Your Career in Insurance Broking! We’re Hiring: Corporate Relationship Managers – Join a High-Performance Team! 🔥 Are you a dynamic professional from the insurance broking industry with a flair for direct corporate sales ? This is your chance to be part of a fast-growing , target-driven , and client-focused organization! 📍 Location: Mumbai 💼 Role: Corporate Relationship Manager 💰 CTC: ₹5.5 – ₹10 LPA 🚶‍♂️ Travel: Yes 🧑‍💼 Openings: 4 🏢 Work Mode: On-site (No remote option) 💡 Who Are We Looking For? ✅ 2–3 years of experience in Direct Corporate Insurance Sales ✅ Preferably from the insurance broking industry ✅ Proven ability to handle corporate clients and close high-value deals ✅ Excellent relationship management and communication skills 📩 Apply Now: hrbby@dishainsurance.com 📅 Interviews are underway – Early applications encouraged! 📌 Note: Preference will be given to candidates with prior experience in the insurance broking domain .

About the job website Link: www.dishainsurance.com Position: Corporate Relationship Manager- Insurance Broking Company Description Disha Capital Group, an investment advisory and wealth management firm, has been guiding its clients in their financial journeys since 1988 and was incorporated in 1993 under the Companies Act, 1956. The company offers a comprehensive range of financial services across India, including insurance, mutual funds, company fixed deposits, bonds, portfolio management services, and customized financial planning for individuals and corporates. With a legacy of over 30 years in money management, Disha Capital places a strong emphasis on professional guidance and has expanded from its initial branch in Ghaziabad to a pan-India presence, providing valuable propositions for its stakeholders. Role Description This is a full-time, on-site role for a Corporate Relationship Manager in Mumbai. The Corporate Relationship Manager- Insurance Broking will be responsible for developing and implementing sales strategies to drive business growth and increase revenue from corporate clients. This role requires a strong understanding of the insurance industry, as well as excellent communication and negotiation skills to build and maintain relationships with corporate clients. Qualifications Experience in Corporate Relations and Business Relationship Management Strong Communication skills Knowledge of Insurance and Sales Ability to work on-site in Mumbai Excellent organizational and problem-solving skills Bachelor's degree in Finance, Business Administration, or a related field Experience in the Insurance Broking industry is a plus Key Responsibilities: 1. Develop and implement sales strategies to achieve business targets and increase market share in the corporate segment. 2. Identify and prospect potential corporate clients, including large corporations, small and medium-sized enterprises, and government organizations. 3. Build and maintain relationships with key decision-makers in corporate clients, including HR managers, benefits managers, and C-suite executives. 4. Conduct presentations and product demonstrations to showcase the benefits and features of the company's health insurance plans. 5. Negotiate and close deals with corporate clients, ensuring profitable pricing and contract terms. 6. Collaborate with the marketing team to develop marketing materials and campaigns targeted towards corporate clients. 7. Monitor market trends and competitor activities to identify new business opportunities and stay ahead of the competition. 8. Provide regular reports and updates on sales activities, pipeline, and performance to senior management. 9. Train and mentor sales team members to improve their knowledge and skills in selling health insurance to corporate clients. 10. Ensure compliance with all industry regulations and company policies. 11. Hands on experience in corporate sales/business development ( Corporate and SME) 12 Should have 5 to 8 years of experience in a general insurance company/ insurance broker / surveyor 13. Candidates should be smart, outgoing, aggressive towards new business acquisition. 14. Responsible for new Client Acquisition (General Insurance, corporate Sales) 15. Maintain good relationship with clients as well as insurance companies. Suitable candidate can mail their resumes to [HIDDEN TEXT]

website Link: www.dishainsurance.com Expereince: 4year to 7year CTC: 35,000 to 40,000 Job Summary: The duties of a Senior Executive Human Resources include managing hiring, creating corporate guidelines, and establishing goals for the HR department. Additionally, you will influence our employer brand strategy. You must be knowledgeable about HR technology such as payroll and applicant tracking systems, to succeed in this position. ü Roles & Responsibilities: Establish goals for the HR staff and monitor their progress. Create and put into effect business rules that support a wholesome workplace. Create strategies for perks and pay. Encourage and recommend enhancements to the complete hiring procedure Organize internal hiring events. Managers should talk to employees about their career growth options. Track HR KPIs, . Examine departmental spending plans. Plan programs for learning and development. Make sure HR personnel responds promptly to requests and complaints from staff members. Ensure that HR practices adhere to labour laws. ü Desired Profile: A track record of success in a Senior HR Manager or related position Practical knowledge of human resources management software such as payroll and applicant tracking systems Strong knowledge of labour laws and strong communication skills Abilities as a leader The capacity to promote positive employee interactions A bachelor’s degree in human resources management

Job Summary We're looking for a skilled Commercial Lines Underwriter to handle commercial clients, prepare RFQs, compare quotes, and provide exceptional client servicing. Key Responsibilities 1. Renewal Portfolio Expansion: Ensure renewal portfolio growth through relationship building and strategic planning. 2. Financial Targets: Achieve financial targets and brokerage earned by the organization. 3. Policy Review: Review existing policies, identify gaps in coverage, and provide recommendations. 4. Relationship Building: Build and maintain strong relationships with clients and stakeholders. 5. Client Servicing: Provide exceptional client servicing, including policy renewals, retention, and technical support. 6. New Business Acquisition: Collaborate with the business development team to acquire new clients. 7. Brokerage Recovery: Assist in brokerage recovery and provide technical support as needed. Desired Candidate Profile  1. Experience: 5+ years of underwriting experience in any of the following sectors: Health , Commercial Lines (Non-EB) , or Property 2. Knowledge: Strong knowledge of general insurance products, including fire, marine, property, and engineering. 3. Client Servicing: Proven experience in client servicing and relationship management. 4. Communication Skills: Excellent communication and interpersonal skills.

Job Summary We're looking for a skilled Commercial Lines Underwriter to handle commercial clients, prepare RFQs, compare quotes, and provide exceptional client servicing. Key Responsibilities 1. Renewal Portfolio Expansion: Ensure renewal portfolio growth through relationship building and strategic planning. 2. Financial Targets: Achieve financial targets and brokerage earned by the organization. 3. Policy Review: Review existing policies, identify gaps in coverage, and provide recommendations. 4. Relationship Building: Build and maintain strong relationships with clients and stakeholders. 5. Client Servicing: Provide exceptional client servicing, including policy renewals, retention, and technical support. 6. New Business Acquisition: Collaborate with the business development team to acquire new clients. 7. Brokerage Recovery: Assist in brokerage recovery and provide technical support as needed. Desired Candidate Profile 1. Experience: 5+ years of underwriting experience in any of the following sectors: Health , Commercial Lines (Non-EB) , or Property 2. Knowledge: Strong knowledge of general insurance products, including fire, marine, property, and engineering. 3. Client Servicing: Proven experience in client servicing and relationship management. 4. Communication Skills: Excellent communication and interpersonal skills.

As a skilled Commercial Lines Underwriter, your role will involve handling commercial clients, preparing RFQs, comparing quotes, and providing exceptional client servicing. Key Responsibilities: - Ensure renewal portfolio growth through relationship building and strategic planning. - Achieve financial targets and brokerage earned by the organization. - Review existing policies, identify gaps in coverage, and provide recommendations. - Build and maintain strong relationships with clients and stakeholders. - Provide exceptional client servicing, including policy renewals, retention, and technical support. - Collaborate with the business development team to acquire new clients. - Assist in brokerage recovery and provide technical support as needed. Qualifications Required: - Minimum 5+ years of underwriting experience in Health, Commercial Lines (Non-EB), or Property sectors. - Strong knowledge of general insurance products, including fire, marine, property, and engineering. - Proven experience in client servicing and relationship management. - Excellent communication and interpersonal skills.,

Corporate Relationship Manager Location : Mumbai,BKC Website: www.dishainsurance.com Job Overview : We are seeking a tech-savvy, results- Techo Marking – Insurance Broking to drive corporate insurance sales and business growth. The role combines strategic sales, digital engagement, and technical expertise across Employee Benefits, Fire, Engineering, and Liability insurance. Key Responsibilities : 1. Client Relationship Management · Act as the primary contact for key corporate clients. · Maintain strong relationships with decision-makers and stakeholders. · Understand client business needs and provide suitable risk & insurance solutions. 2. Service Delivery & Operations · Oversee policy issuance, endorsements, claims support, and renewals. · Ensure timely delivery of policy documents, certificates, and reports. · Coordinate with insurers for competitive pricing and coverage enhancements. 3. Business Retention & Growth · Manage renewal strategies for large corporate accounts. · Identify cross-selling and up-selling opportunities within existing clients. · Support business development teams in new client pitches by providing servicing insights. 4. Team Leadership & Process Improvement • Lead and mentor a team of servicing executives and managers. • Monitor SLA adherence, ensure process efficiency, and reduce errors. • Implement best practices for client engagement and service excellence. • Develop and implement data-driven sales strategies to acquire and retain corporate clients. • Build relationships with HR managers, benefits managers, and C-suite executives. • Conduct digital and in-person presentations, negotiate deals, and close contracts. • Collaborate with marketing on targeted campaigns and digital content. • Oversee Employee Benefits advisory, claims resolution, and compliance. • Provide analytics-driven sales reports and mentor sales team members. • Ensure regulatory compliance and maintain strong relationships with clients and insurers. Technical Expertise: • Fire Insurance: Asset protection, RIV, and claims advocacy. • Engineering Insurance: CAR, EAR, MB policies, technical underwriting. • Liability Insurance: CGL, PI/E&O, D&O coverage and risk mitigation. Requirements • Bachelor’s degree in Business/Marketing or related field. • 5–8 years in corporate sales/business development within insurance. • Proven track record in sales, client acquisition, and relationship management. • Strong knowledge of insurance products, underwriting, and market trends. • CRM proficiency, digital engagement skills, and analytical mindset. • Willing to travel

Underwriter Commercial Insurance (Property/Fire, Motor, Liability) Website: www.dishainsurance.com Salary (CTC): ?50,000 ?1,00,000/month Experience: 5 7 years Job Summary: Evaluate and assess risks for Property/Fire, Motor, and Liability insurance. Determine coverage, pricing, and terms while ensuring compliance with company guidelines and industry standards. Key Responsibilities: Review insurance applications and documents. Assess risks specific to Property/Fire, Motor, or Liability. Calculate premiums and propose coverage options. Collaborate with clients, insurers, and internal teams. Monitor policies and adjust terms as needed. Prepare RFQs and QCRs, review policy terms. Insurance Products: Property/Fire: Sokshma, CAR, SFSP, IAR, Mega IAR, EAR Motor: Comprehensive & Third-Party Insurance Liability: D&O, POSI, Public Liability, Umbrella, Professional Liability, Commercial Crime Desired Profile: 5 7 years insurance experience Proficient in MS Excel & Office Strong communication, analytical, and problem-solving skills Bachelor's degree in finance, business, or insurance

Underwriter Commercial Insurance (Property/Fire, Motor, Liability) Website: www.dishainsurance.com Salary (CTC): ?50,000 ?1,00,000/month Experience: 5 7 years Job Summary: Evaluate and assess risks for Property/Fire, Motor, and Liability insurance. Determine coverage, pricing, and terms while ensuring compliance with company guidelines and industry standards. Key Responsibilities: Review insurance applications and documents. Assess risks specific to Property/Fire, Motor, or Liability. Calculate premiums and propose coverage options. Collaborate with clients, insurers, and internal teams. Monitor policies and adjust terms as needed. Prepare RFQs and QCRs, review policy terms. Insurance Products: Property/Fire: Sokshma, CAR, SFSP, IAR, Mega IAR, EAR Motor: Comprehensive & Third-Party Insurance Liability: D&O, POSI, Public Liability, Umbrella, Professional Liability, Commercial Crime Desired Profile: 5 7 years insurance experience Proficient in MS Excel & Office Strong communication, analytical, and problem-solving skills Bachelor's degree in finance, business, or insurance

Job Title: Executive Assistant – Founder’s Office Location: Delhi Experience: 3+ years Employment Type: Full-Time Job Summary: We are seeking a highly organized, detail-oriented, and proactive Executive Assistant to support our Founder and senior leadership team. This role is instrumental in ensuring smooth day-to-day operations through effective coordination, communication, and project management. The ideal candidate thrives in a fast-paced, dynamic environment and possesses a high level of discretion, professionalism, and adaptability. Roles & Responsibilities: Provide high-level administrative support to the Founder and senior leadership team, including calendar management, appointment scheduling, and meeting coordination. Manage and prioritize emails, phone calls, and internal/external communications. Plan, coordinate, and execute special events, meetings, and key company initiatives. Conduct research, compile reports, and present data to support decision-making processes. Track and manage multiple projects, ensuring timely execution and clear stakeholder communication. Support recruitment activities such as posting job openings, screening candidates, and scheduling interviews. Maintain confidentiality of sensitive business information and strategic initiatives. Serve as a liaison between leadership and internal teams for streamlined operations. Desired Profile: Bachelor’s degree in Business Administration, Communications, or related field. Minimum 3 years of experience in executive support or administrative roles. Strong multitasking and time-management capabilities. Exceptional written and verbal communication skills. Proficiency in Microsoft Office Suite and Google Workspace. Proven ability to work independently and collaboratively. Experience in fast-paced, high-growth or startup-like environments preferred. Key Soft Skills: Excellent interpersonal and relationship-building abilities. Strong service orientation with a proactive approach to problem-solving. High level of professionalism, reliability, and discretion. Creative thinking with the ability to generate practical solutions. Emotionally intelligent with the ability to stay composed under pressure.

Corporate Sales Manager (Insurance Brokers) Location : Mumbai,BKC Website: www.dishainsurance.com Job Overview : “We are seeking a tech-savvy, result-oriented professional in Insurance Broking to drive corporate insurance sales and support overall business growth.” The role combines strategic sales, digital engagement, and technical expertise across Employee Benefits, Fire, Engineering, and Liability insurance. Key Responsibilities and Qualfication : Identify, develop and close corporate insurance sales opportunities. Manage end-to-end insurance broking activities for corporate clients. Build and maintain strong relationships with key decision-makers. Prepare RFQ and present proposals, quotations and product comparisons. Ensure timely renewals,client servicing and query resolution. Use digital tools, CRM systems, and industry platforms to enhance productivity and sales efficiency. Achieve monthly and quarterly sales targets. Stay updated on insurance products,market trends and regulatory guidelines. Minimum 5 years of experience in Insurance Broking or Corporate Insurance Sales. Strong knowledge of General Insurance products (Group Health, Fire, Marine, Liability, etc.). Excellent communication, negotiation, and presentation skills. Tech-savvy with ability to work on CRM tools, Excel, and online insurance portals. Self-driven, result-oriented, and able to work independently. 1. Client Relationship Management · Act as the primary contact for key corporate clients. · Maintain strong relationships with decision-makers and stakeholders. · Understand client business needs and provide suitable risk & insurance solutions. 2. Service Delivery & Operations · Oversee policy issuance, endorsements, claims support, and renewals. · Ensure timely delivery of policy documents, certificates, and reports. · Coordinate with insurers for competitive pricing and coverage enhancements. 3. Business Retention & Growth · Manage renewal strategies for large corporate accounts. · Identify cross-selling and up-selling opportunities within existing clients. · Support business development teams in new client pitches by providing servicing insights. 4. Team Leadership & Process Improvement • Lead and mentor a team of servicing executives and managers. • Monitor SLA adherence, ensure process efficiency, and reduce errors. • Implement best practices for client engagement and service excellence. • Develop and implement data-driven sales strategies to acquire and retain corporate clients. • Build relationships with HR managers, benefits managers, and C-suite executives. • Conduct digital and in-person presentations, negotiate deals, and close contracts. • Collaborate with marketing on targeted campaigns and digital content. • Oversee Employee Benefits advisory, claims resolution, and compliance. • Provide analytics-driven sales reports and mentor sales team members. • Ensure regulatory compliance and maintain strong relationships with clients and insurers. Technical Expertise: • Fire Insurance: Asset protection, RIV, and claims advocacy. • Engineering Insurance: CAR, EAR, MB policies, technical underwriting. • Liability Insurance: CGL, PI/E&O, D&O coverage and risk mitigation.

Corporate Sales Manager (Insurance Brokers) Location : Mumbai,BKC Website: www.dishainsurance.com Salary : 80,000 To 100,000 PM Job Overview : We are seeking a tech-savvy, result-oriented professional in Insurance Broking to drive corporate insurance sales and support overall business growth. The role combines strategic sales, digital engagement, and technical expertise across Employee Benefits, Fire, Engineering, and Liability insurance. Key Responsibilities and Qualfication : Identify, develop and close corporate insurance sales opportunities. Manage end-to-end insurance broking activities for corporate clients. Build and maintain strong relationships with key decision-makers. Prepare RFQ and present proposals, quotations and product comparisons. Ensure timely renewals,client servicing and query resolution. Use digital tools, CRM systems, and industry platforms to enhance productivity and sales efficiency. Achieve monthly and quarterly sales targets. Stay updated on insurance products,market trends and regulatory guidelines. Minimum 5 years of experience in Insurance Broking or Corporate Insurance Sales. Strong knowledge of General Insurance products (Group Health, Fire, Marine, Liability, etc.). Excellent communication, negotiation, and presentation skills. Tech-savvy with ability to work on CRM tools, Excel, and online insurance portals. Self-driven, result-oriented, and able to work independently. 1. Client Relationship Management Act as the primary contact for key corporate clients. Maintain strong relationships with decision-makers and stakeholders. Understand client business needs and provide suitable risk & insurance solutions. 2. Service Delivery & Operations Oversee policy issuance, endorsements, claims support, and renewals. Ensure timely delivery of policy documents, certificates, and reports. Coordinate with insurers for competitive pricing and coverage enhancements. 3. Business Retention & Growth Manage renewal strategies for large corporate accounts. Identify cross-selling and up-selling opportunities within existing clients. Support business development teams in new client pitches by providing servicing insights. 4. Team Leadership & Process Improvement Lead and mentor a team of servicing executives and managers. Monitor SLA adherence, ensure process efficiency, and reduce errors. Implement best practices for client engagement and service excellence. Develop and implement data-driven sales strategies to acquire and retain corporate clients. Build relationships with HR managers, benefits managers, and C-suite executives. Conduct digital and in-person presentations, negotiate deals, and close contracts. Collaborate with marketing on targeted campaigns and digital content. Oversee Employee Benefits advisory, claims resolution, and compliance. Provide analytics-driven sales reports and mentor sales team members. Ensure regulatory compliance and maintain strong relationships with clients and insurers. Technical Expertise: Fire Insurance: Asset protection, RIV, and claims advocacy. Engineering Insurance: CAR, EAR, MB policies, technical underwriting. Liability Insurance: CGL, PI/E&O, D&O coverage and risk mitigation.