- Location
- Mumbai, Maharashtra, India
- Job type
- Full-time
Required skills
- B2B sales
- client acquisition
- customer retention
- interpersonal skills
- key performance indicators
- lead generation
About the role
Navnit Insurance Broking Pvt. Ltd.
Website:
navnitinsurance.com
Job details:
- Department: Corporate Insurance Designation: Relationship Executive Industry: General / Non-Life Insurance Location: Andheri Job Summary We are looking for a dynamic, enthusiastic, and result-oriented Relationship Executive to drive business growth by acquiring and managing Corporate, SME, MSME, and Channel Partner relationships for Non-Life Insurance products. The candidate will be responsible for connecting with clients, customers, and corporates, attending corporate meetings, generating new business opportunities, maintaining strong relationships, and achieving assigned sales targets. Key Responsibilities
- ● Connect and engage with clients, customers, corporates, SMEs, MSMEs, and business stakeholders to understand their insurance requirements.
- ● Generate business from Corporate, SME, MSME, and Channel Partners.
- ● Identify and develop new business opportunities through market visits, networking, references, and lead generation.
- ● Attend corporate meetings, client meetings, presentations, and business discussions.
- ● Build and maintain strong, long-term relationships with existing and prospective clients.
- ● Regularly interact with customers and corporates to understand their requirements and provide suitable Non-Life / General Insurance solutions.
- ● Achieve assigned monthly and annual sales targets.
- ● Conduct regular client meetings, presentations, and market visits for business development.
- ● Prepare and present insurance proposals and product solutions to corporate clients.
- ● Coordinate with internal teams for quotations, policy issuance, endorsements, renewals, and servicing.
- ● Ensure timely follow-up for policy renewals and contribute towards customer retention.
- ● Handle client queries and coordinate with relevant internal teams for timely resolution.
- ● Maintain regular communication and follow-up with clients to ensure a positive customer experience.
- ● Develop opportunities for cross-selling and upselling of relevant insurance products.
- ● Maintain accurate records of leads, client interactions, meetings, business opportunities, and sales activities.
- ● Keep updated with market trends, insurance products, competitor offerings, and industry developments. Required Skills & Competencies
- ● Excellent communication and interpersonal skills.
- ● Strong relationship management and networking abilities.
- ● Confident in interacting with corporate clients, customers, and senior stakeholders.
- ● Strong sales and business development orientation.
- ● Good negotiation, presentation, and convincing skills.
- ● Ability to identify business opportunities and convert leads into sales.
- ● Target-oriented and self-motivated approach.
- ● Good follow-up and client servicing skills.
- ● Willingness to travel for corporate meetings, client visits, and market development.
- ● Knowledge of General / Non-Life Insurance products will be an added advantage. Qualification & Experience
- ● Education: Graduate in any discipline.
- ● Experience: 1–3 years of experience in sales, business development, relationship management, or insurance.
- ● Candidates with experience in Corporate, SME, MSME, General Insurance, or B2B Sales will be preferred. Key Performance Indicators (KPIs)
- ● New Corporate / SME / MSME client acquisition.
- ● Monthly and annual business generation.
- ● Achievement of assigned sales targets.
- ● Number of corporate and client meetings conducted.
- ● Lead generation and conversion.
- ● Client retention and renewal ratio.
- ● Business generated through Channel Partners.
- ● Quality of client servicing and relationship management.
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