Designation: AVP/DVP/VP Position: Government Business Industry: General Insurance Broking Company Name: Salasar Services [Insurance Brokers] Pvt. Ltd. Job Summary: The Presales Specialist for Government Business is responsible for supporting the sales team in securing government contracts by providing technical expertise, conducting presales activities, and developing tailored solutions. This role involves understanding the unique requirements of government clients in the insurance sector, delivering product demonstrations, and preparing persuasive proposals. The Presales Specialist must possess the product knowledge, excellent communication skills, and the ability to engage effectively with government stakeholders. Key Responsibilities: Understand government client requirements: Collaborate with the sales team to gather and analyze the specific requirements of government clients. Identify their pain points, challenges, and needs. Solution development: Develop customized and comprehensive insurance solutions to address the requirements of government clients. Collaborate with product development and underwriting teams to ensure proposed solutions align with organizational capabilities and comply with regulatory standards. Product demonstrations: Conduct effective product demonstrations to showcase insurance solutions to government clients. Highlight the features and benefits of the organization's products that meet the specific needs of government agencies. Proposal development: Prepare persuasive proposals and responses to government requests for proposals (RFPs) in the insurance sector. Clearly articulate how the organization's products and services align with government requirements and provide added value. Technical expertise: Serve as a subject matter expert on insurance products and solutions relevant to the government sector. Stay updated with industry trends, government regulations, and emerging technologies in insurance to provide accurate information and insights to customers. Collaboration: Collaborate with cross-functional teams, including sales, marketing, underwriting, and legal, to ensure a seamless presales process. Engage with government stakeholders, such as insurance regulators and procurement officers, to understand their unique requirements and concerns. Relationship building: Build strong relationships with government clients and stakeholders through effective communication, responsiveness, and professionalism. Understand their specific insurance needs and tailor solutions to address their challenges. Market intelligence: Conduct market research and competitive analysis to identify potential government business opportunities in the insurance industry. Stay informed about government initiatives, policies, and regulations that may impact insurance products and services. Sales support: Provide support to the sales team during negotiations and contract discussions with government clients. Address technical queries, participate in meetings, and assist in developing pricing strategies and contract terms. Documentation: Maintain accurate and up-to-date documentation of presales activities, including proposals, presentations, product collateral, and competitive intelligence. Ensure that all documents are stored and organized for future reference. MORE SPECIFIC KEY POINTERS TO UNDERSTAND THE ROLE BETTER Tender Management: i. Develop and implement effective tendering strategies, policies, and procedures to enhance the company's competitive position. ii. Identify and evaluate tender opportunities that align with the company's business objectives and capabilities. iii. Lead the end-to-end tendering process, including bid preparation, risk assessment, cost estimation, and submission. iv. Collaborate with cross-functional teams (sales, legal, finance, operations, etc.) to ensure timely and accurate tender submissions. v. Monitor tender outcomes and analyse feedback to improve future bidding strategies. Pre-bid Activities: i. Conduct market research and gather intelligence to identify potential clients, competitors, and market trends. ii. Build and maintain relationships with key stakeholders, such as customers, partners, suppliers, and industry influencers. iii. Collaborate with the sales team to understand customer needs and tailor bid proposals accordingly. iv. Prepare high-quality pre-bid documents, including expressions of interest, pre-qualification questionnaires, and capability statements. v. Coordinate and participate in pre-bid meetings, site visits, and client presentations. Proposal Development: i. Analyse tender requirements, terms, and conditions, and develop comprehensive bid strategies. ii. Coordinate with internal subject matter experts to gather technical information and develop compelling bid proposals. iii. Ensure bid compliance with customer specifications, legal requirements, and company policies. iv. Prepare and review accurate cost estimates, pricing models, and commercial terms for bid submissions. v. Create persuasive and well-structured bid documents, including executive summaries, technical responses, and value propositions. Relationship Management: i. Foster strong relationships with existing clients and stakeholders to understand their evolving needs and preferences. ii. Collaborate with the sales team to identify opportunities for upselling, cross-selling, or expanding existing contracts. iii. Participate in post-tender negotiations, contract discussions, and clarification meetings with clients. iv. Engage in competitor analysis and benchmarking to identify the company's unique value proposition and differentiation. Additionally, you can also engage yourself in business development/sales.

Job Title: Relationship Manager Location: Mumbai/ Ahmedabad/ Indore/ Raipur/ NCR/ Hyderabad/ Kolkata/Kanpur/ Indore Roles and Responsibilities: 1. Sales and Business Development Identify potential customers and generate leads for health and motor insurance through direct channels (personal contacts, walk-ins, corporate camps, etc.). Actively pitch insurance products to individuals and retail customers to achieve monthly sales targets. Organize and participate in sales campaigns, kiosks, and promotional events for customer acquisition. ¢ Maintain a robust sales pipeline and focus on conversion rates. 2. Customer Relationship Management (CRM) ¢ Build and nurture strong relationships with existing and new customers to ensure long-term retention. ¢ Provide guidance to customers in selecting suitable insurance policies tailored to their specific needs. ¢ Educate customers about product features, benefits, exclusions, and terms to build trust and avoid miscommunication. 3. Policy Issuance and Documentation ¢ Facilitate smooth documentation for policy issuance, ensuring accurate and timely submissions. ¢ Assist customers in claim processing, renewals, endorsements, and modifications in policies as required. 4. Market Research and Competitor Analysis ¢ Stay updated with market trends, competitor strategies, and customer preferences in the Nagpur region. ¢ Provide feedback to the management on customer needs and market opportunities to improve product offerings. 5. Cross-Selling and Upselling ¢ Promote cross-selling by introducing health insurance to motor insurance clients and vice versa. ¢ Identify opportunities to upsell higher-value policies or riders for better customer coverage. 6. Compliance and Reporting ¢ Ensure adherence to IRDAI guidelines and company policies for ethical selling. ¢ Maintain daily activity reports, sales records, and customer databases for transparency and operational efficiency. ¢ Handle escalations and grievances with prompt resolution, ensuring customer satisfaction. 7. Training and Development ¢ Stay updated on product knowledge, new launches, and process changes through regular training sessions. Share insights and learning with peers to contribute to overall team development. Key Skills and Qualifications: ¢ Education: Graduate in any discipline. ¢ Experience: 1-3 years in insurance sales. ¢ Skills: Strong communication, negotiation, and interpersonal skills. ¢ Local Knowledge: Familiarity with the Nagpur market and its customer base is an advantage. This structure provides a balance of operational, sales, and customer-focused responsibilities, tailored to the direct retail channel's nature of business.

Role & responsibilities Handle end-to-end recruitment lifecycle for leadership and senior-level mandates across multiple industries. Engage in proactive headhunting: identifying, targeting, and approaching passive candidates through research, networking, and social media platforms (primarily LinkedIn, Naukri, internal databases, referrals). Conduct detailed briefing sessions with hiring managers to understand business needs, role expectations, and critical skills required. Create and execute structured search strategies to source the best talent. Maintain strong candidate engagement through the recruitment process, ensuring high levels of candidate experience. Conduct initial screening, competency-based interviews, and assessment of cultural fit. Prepare comprehensive candidate profiles and market mapping reports. Act as a brand ambassador to promote the company's reputation and opportunities to candidates. Build and maintain a robust talent pipeline for recurring leadership needs. Stay updated with market intelligence, industry movements, talent availability, compensation trends, and competitor analysis. Negotiate salary offers and finalize the hiring process in coordination with internal stakeholders and HRBP teams. Manage multiple active mandates simultaneously with high levels of speed, attention to detail, and confidentiality. Work closely with leadership teams and hiring managers to continuously improve recruitment strategies. Maintain accurate MIS reports and dashboards related to recruitment activities and status updates. Contribute to strategic projects in employer branding, diversity hiring, and recruitment process improvement initiatives.

Key Responsibilities: Client Servicing & Relationship Management: Manage a portfolio of corporate clients under the employee benefits vertical. Address client queries, renewal negotiations, and policy administration efficiently. Coordinate with insurers for quotes, benefits comparison, and policy issuance. Policy Structuring & Benefit Designing: Customize benefit plans (GMC, GPA, GTL, OPD) as per client requirement. Evaluate wellness trends and recommend suitable wellness initiatives. Wellness Program Implementation: Design and deploy employee wellness campaigns (physical, mental, financial well-being). Collaborate with wellness vendors and internal teams to ensure smooth execution. Track effectiveness through engagement metrics, feedback, and claims impact. Renewals & MIS Management: Handle annual renewals with claim analysis and trend reporting. Maintain detailed records of client policies, endorsements, and communication. Workshops & Communication: Conduct employee helpdesks, webinars, and awareness drives. Prepare benefit communication materials and coordinate benefit orientations. Required Skills & Qualifications: Graduate/Postgraduate in any discipline (Insurance/MBA HR preferred) 2-6 years of experience in employee benefits, insurance broking, or wellness management Strong understanding of group insurance products and wellness frameworks Proficient in Excel, PowerPoint, and MIS reporting Excellent communication, coordination, and relationship-building skills Interested candidates can share their CV at ( susweta@salasarservices.com )

JOB DESCRIPTION Function: Corporate & SME Sales Designation: ManagerReporting to: Direct Reporters: Role Description: To oversee the development of new business of Salasar Services (Insurance Broker) Pvt. Ltd . in the Ranchi branch and ensure the creation of a steady pipeline for new businesses in future through relationship building with existing and potential clients to make Salasar the preferred insurance broking house for clients and also take care of the entire operations and administration of the DELHI NCR branch office. Job Responsibilities:Financial Increase reach and market share by adding new clients in the desired segment to the Organizations portfolio Give leads to other regions and verticals to expand footprint across geographies Achieve financial targets articulated in the strategic plans of the Organization in terms of the brokerage earned through Conversions of new clients Ensuring expansion and cross selling to existing clients Retention of existing clients Support of specialist vertical budgets Ensure renewal portfolio expansion through Review of the coverages under existing policies and other areas of risk coverage relationship building with the insurance companies and surveyors to ensure optimum claim settlement in minimum time During processing of claim analyses the following and communicate to underwriters: adequacy of coverage w.r.t. location specifications e.g. Earthquake /flood etc. adequacy of sum insured risk improvement anomalies in the policy scope of additional policies other related information Ensure that risk inspection is conducted by the concerned team to support closure of new business Prepare and monitor budgets including manpower and automation budgets Control expenses to operate within departmental budgets Monitor collection of brokerages booked, reinsurance payment to reinsurer within budgeted timelines and reconciliation of all collections and payments with the corporate Finance department Keep track of cash flow and ensure all vendors payments, statutory and fees and payments with respect to the Maharashtra region are made on time Business Process Ensure creation of potential databases from insurers and other sources Ensure quote management as per laid down standards and timelines Ensure Updation of KPTS (Key Prospect Tracking System) immediately Ensure policy papers are obtained by teams from existing and potential clients Oversee thorough analysis of Policy Portfolio of existing and potential clients with inputs from the underwriting and claims department to verify that the client has adequate coverage and best of rates and prepare offerings to bridge gaps Oversee claims team and service claims to enhance brand image by enabling the client to get pending claims towards obtaining new business Conduct periodic meetings to monitor progress of key accounts, strategic initiatives, market trends as well as performance of individuals and teams Ensure collation of data pertaining to existing clients by underwriting & client servicing team, meeting with client at least one and a half month before renewal to initiate the process of renewal and renewal of existing policies before expiry following all steps of structured process laid down by the company Ensure timely servicing of all clients needs with respect to declaration of all types of policies, certificate verification, endorsement, refunds and other related matters Ensure immediate entries in the KPTS/ SAIBA in case business does not mature in spite of underwriting support Ensure Compliance with IRDA norms Ensure uploading of IAR (Industrial All-Risk policies) and endorsements, if any, in SAIBA Ensure accuracy of underwriting so that no claim gets jeopardized/repudiated because of underwriting flaws Ensure compliance of all statutory matters with respect to the business and establishment of the North region Ensure proper settlement of the claim in the shortest possible time to the satisfaction of the client Monitor resolution of all complex technical issues in claims and timely handling of the same for quick disposal of the claim Monitor Updation of each step in SAIBA by the claims team Customer Ensure sending of introductory mails or letters, call for appointment before the initial meeting and send thank you note and brochure to all prospective clients after the same Ensure collation of client lists Visit key existing clients on a periodical basis Ensure insurance policies are issued and delivered to the client by the underwriting Monitor collection of premium cheque on time Ensure best possible client service with respect to all new clients by Checking with the underwriting team about the status of the renewal notice and progress of the renewal process Ensuring claims are serviced to enable settlement of claims Ensure classification of potential customers into A-B-C category and implementation the following action: Catering to all requirements through close liaising with respect to A category and close Liaising with B category to convert the leads Maintaining the C category in the database and schedule follow-up Ensure submission of MIS (budget track sheet / wins & mandates) to Finance & Accounts department Track activity report (WTD/ MTD) with analysis & comments by the team and keep the management updated Conduct fortnightly meetings along with the claims department to monitor progress of business development and claims and quarterly/ bi-monthly/ monthly visits by client servicing executives and also verify satisfaction of client servicing needs Prepare activity report for marketing and underwriting (MIS to management) Provide Information to the management on large accounts for advice and interface in order to close account Ensure circulation of newsletters to customers Ensure all internal customers, at the Maharashtra Region office, have safe, clean, conducive working environment People Growth Always keep self-updated with latest variations in product offerings Conduct training sessions for marketing team as well underwriting and claims teams for improving client interactions Set objectives, review and evaluate performance periodically and give feedback Ensure, Reward & Recognition programs and employee engagement activities are conducted in coordination with the corporate HR department to boost motivation levels of employees Perform all such duties which are required to be performed by this position in an insurance broking house in general course and to perform all such duties and carry out all such responsibilities so delegated or asked to be performed by the Designated Authority from time to time External Interface: Internal interface: Existing clients Prospective clients Insurance companies Contractors Vendors Employees Preferred Competencies of Incumbent a) Functional Competencies Demonstrates domain knowledge in own area of operation Understands product offerings Understands service standards as per Organization ethos Learns continuously and keeps self-updated b ) Leadership Competencies : Relationship Building Networks effectively with both external and internal customers Focuses on building long term sustainable relationships Delivers on commitment every time Creative & Analytical Problem Solving Understands the strategic objectives of the Organization, unit, function Collates data and analyses them objectively Takes objective decisions based on data to achieve the strategic objective of the Organization Goes the extra mile to achieve creative solutions Customer Focus Designs solutions that meet the requirements of the customer (external/ internal) Demonstrates a sense of urgency to resolve all external and internal customer concerns and responds to queries and requests within defined timelines and processes Educates customers (external/ internal) about changes in processes, policies and offerings Creates long term relationships with customers (external/ internal) through continuous interface Obtains customer (external/ internal) feedback to improve processes Promotes loyalty and converts customers to brand ambassadors Achieves customer delight with respect to both internal and external customers Is sensitive to code of conduct in office and customer establishments Perseverance Makes all possible effort to understand the viewpoints of external and internal customers Takes all possible steps to resolve issues Understands the importance of deadlines, proactively remove roadblocks and deliver as per requirement Tries alternatives to achieve target Does not give up in the face of adversity Explains own point of view assertively to get necessary support and approval Is patient and persistent towards follow up on all leads and prospects generated during the past towards new client acquisition Achievement Orientation Understands the strategic objectives of the Organization, unit, function Aligns individual and team targets with strategic goals Plans and deploy appropriate resources to meet targets in the short and long term Goes the extra mile to achieve targets as per committed timelines and enable the team to do so Achieves and motivates excellence irrespective of circumstances Shares best practices across businesses Benchmarks with the best and continuously raises the bar Upgrades competencies of self and team to achieve excellence Page 1 of 6

Role & responsibilities Technology & AI Strategy Develop and implement the organization's overall technology vision, focusing on AI-driven process automation, data intelligence, and customer-centric digital solutions. Define and lead the AI adoption roadmap for underwriting support, pricing analytics, claims management, accounts receivable management, and customer service automation. Product & Platform Development Oversee the development of internal AI tools and platforms to enhance underwriting decision support, claims analysis, risk management, receiving reconciliation (end to end process management) and client servicing. Manage the enhancement and scalability of existing CRM, Policy Management, and digital customer engagement platforms. Data Strategy & Analytics Build robust AI/ML models and analytics frameworks to convert business data into actionable insights. Develop predictive models for customer risk profiling, claims forecasting, premium optimization, and process efficiency metrics. Process Automation & Operational Efficiency Drive adoption of AI technologies like OCR, NLP, Chatbots, and RPA across operational processes. Reduce manual intervention in policy issuance, documentation review, claims advisory, and regulatory reporting through AI-based automation. IT Infrastructure & Cybersecurity Ensure secure, scalable, and agile IT infrastructure capable of supporting AI and data-driven operations. Lead cybersecurity strategies to protect sensitive customer, claims, and policyholder data. Team Leadership & Vendor Management Build and mentor a high-performance, AI-literate tech team. Manage relationships with AI solution vendors, software providers, and digital partners. Leadership & Business Collaboration Act as a strategic advisor to the CEO and Board on emerging technologies and digital business models in the insurance broking sector. Collaborate with underwriting, claims, finance, and sales teams to align technology initiatives with business goals. Key Requirements: Education: Bachelors or masters degree in computer science, AI, Data Science, Engineering, or a related discipline. Executive certifications in AI/ML, Data Strategy, or Insurance Technology would be advantageous. Experience: 12-18 years of progressive technology leadership experience, including 5+ years in AI/ML-driven projects. Strong experience in BFSI/Insurance domain, preferably in General Insurance or Insurance Broking. Proven track record of driving enterprise digital transformation and AI adoption. Familiarity with insurance broking systems like CRM, ERP, Claims Management, and Regulatory Tech (RegTech) tools

Key Responsibilities: Operations: Coordinate end-to-end policy issuance processes, including proposal form verification, documentation, and underwriting follow-ups. Maintain and update policy records in the system accurately and timely. Track renewal and endorsement schedules and ensure timely action. Handle premium reconciliation, payment follow-ups, and coordination with finance. Assist in the claim intimation process and documentation coordination. Client Servicing Support: Act as a support point for queries from clients related to policy coverage, endorsements, and claims. Prepare and share policy summaries, MIS reports, and renewal notices with clients. Follow up with internal teams and insurance companies for pending deliverables. Support in client onboarding, policy comparisons, and proposal presentations. Maintain service trackers, client folders, and communication logs. Required Skills & Competencies: Good knowledge of general / health/life insurance products & processes Strong communication and coordination skills Detail-oriented with good documentation handling MS Office proficiency (Excel, Word, PowerPoint) Customer-focused mindset with the ability to manage timelines Educational & Experience Requirements: Graduate / Postgraduate in any stream (Commerce or Insurance preferred) 13 years of experience in insurance operations or client servicing (brokerage or insurance company preferred) Only those candidates who are based in Ranchi can apply. Only female candidates are preferred. Looking for a candidate who can join immediately . Interested candidates can share their resume at susweta@salasarservices.com for instant application.

Key Responsibilities: Identify and develop new business opportunities in the corporate sector for group insurance products (GMC, GPA, GTL, etc.). Build and maintain strong relationships with corporate clients, brokers, and partners. Understand client requirements and provide customized insurance solutions. Achieve sales targets through new client acquisition and upselling to existing clients. Coordinate with underwriters and the operations team to ensure smooth policy issuance and servicing. Stay updated with market trends, competitor offerings, and product developments. Requirements: Proven track record in B2B / corporate sales, preferably in the insurance or financial services industry. Strong knowledge of group insurance products (GMC, GPA, GTL, etc.). Excellent communication, negotiation, and presentation skills. Ability to generate leads, conduct client meetings, and close sales independently. Self-motivated, target-driven, and a good team player. Preferred Qualifications: Graduate / Postgraduate in any discipline (MBA preferred). IRDA certified (if required by role). Proficiency in MS Office and CRM tools. Salary: As per industry standards + Performance incentives Reporting To: Regional Sales Manager / Business Head Role. Interested candidates can share their CV at ( susweta@salasarservices.com )

Job Roles and Responsibilities for a Customer Service Executive in Health Insurance 1. Customer Support: o Respond to customer inquiries about health insurance policies, claims, and coverage details. o Provide clear and accurate information about policy terms, conditions, and exclusions. 2. Policy Management: o Assist customers with policy issuance, renewals, and cancellations. o Guide customers through the process of upgrading or modifying existing policies. 3. Claim Assistance: o Help customers with the claims submission process. o Track claims status and provide timely updates. o Liaise with internal teams to resolve claim-related issues. 4. Complaint Handling: o Address customer grievances promptly and effectively. o Escalate unresolved issues to higher management or relevant departments. 5. Documentation: o Ensure all customer interactions are recorded accurately in the system. o Maintain up-to-date customer records and policy documentation. 6. Product Knowledge: o Stay updated on new health insurance products, features, and regulatory changes. o Educate customers about available plans and recommend suitable options. 7. Compliance: o Adhere to industry regulations and company policies while interacting with customers. o Ensure all documentation and processes meet compliance standards. Job Roles and Responsibilities for a Customer Service Executive in Motor Insurance 1. Customer Assistance: o Respond to customer inquiries about motor insurance policies, premium calculations, and coverage details. o Guide customers through online or offline policy purchase processes. 2. Claims Support: o Assist customers in filing claims for vehicle damage, theft, or accidents. o Coordinate with surveyors, garages, and internal teams for smooth claim settlements. 3. Renewals and Cancellations: o Proactively follow up with customers for policy renewals. o Manage cancellations and refunds as per company policies. 4. Complaint Resolution: o Handle customer complaints related to motor insurance services. o Ensure timely resolution of issues, escalating when necessary. 5. Documentation and Compliance: o Maintain accurate records of customer interactions and transactions. o Ensure adherence to regulatory requirements and company policies. 6. Cross-Selling and Up-Selling: o Identify opportunities to recommend add-on covers or higher coverage plans. o Promote related insurance products like personal accident cover. 7. Roadside Assistance Coordination: o Assist customers in availing roadside assistance services as part of their motor insurance policy. o Coordinate with service providers for timely support. 8. Product Knowledge: o Keep abreast of motor insurance products, market trends, and competitor offerings. o Provide clear explanations of policy features and benefits to customers. Skills Required for Both Roles: Strong communication and interpersonal skills. Problem-solving and critical-thinking abilities. ¢ Proficiency in using CRM software and other relevant tools. ¢ Good knowledge of insurance products and regulatory requirements. ¢ Ability to handle stress and multitask effectively.