Manager/Assistant Vice President - Sales - BFSI

Description: Manager Sales / AVP Sales.

Function / Department:

Sales.

Location:

Mumbai.

Purpose and Objective of Role:

The role is supposed to develop and bring new corporate clients and maintain HNI relationship ensuring expansion of both customer base.

Areas of Responsibility:

- To achieve new business sales targets for the number of customers as well as the line of business sales to customers brought in.

- To develop technical skills and product knowledge for each line of business in general and life insurance.

- Develop strong internal relationships with the support team as the role will be supported by the underwriting and operations team for client quotations, endorsements, claims.

- Coordinating with Insurance Companies by building strong relationships with senior level insurance company executives for escalations and further quote negotiations.

- Submission of Quotes to customers and follow up with them by way of meetings, phone and email for query resolution and closure.

- Supporting the preparation of Pre-Sales Proposals for new business sales presentations, client servicing presentations and reports.

- Responsible for filing documentation of all client files with relevant information.

- Resolving /or escalating client queries in a timely manner as per established TATs.

Essential Qualifications:

Post-Graduation and IRDA Broker Training Certification.

Preferred Experience:

4-10 plus years of industry experience, specifically in sales marketing of Commercial Direct products.

Functional Skills:

- Sales target orientation ability to develop and bring new relationships.

- Domain and technical knowledge related to underwriting including property, engineering, marine and trade credit, financial lines, casualty, employee benefits.

- Detail Oriented, analytical, strong financial acumen.

- Good proposal preparation and presentation skills.

Behavioral Competencies:

- Effective communication skills (negotiation and persuasion).

- Strong Networking and Influencing Skills.