Corporate Sales Manager- B2B Insurance Broking

About the job

Role Description This is a full-time, on-site role based in Bengaluru for a Corporate Sales Manager- B2B Insurance Broking position. The role involves overseeing account management, generating and converting leads, driving sales of B2B insurance products, and developing and maintaining strong customer relationships. Responsibilities include building a consistent sales pipeline, coordinating with internal teams for smooth operations, delivering excellent customer service, and achieving revenue targets through strategic client engagement. The role also requires maintaining detailed records of sales activities and market insights to contribute to the company’s growth. Key Responsibilities: 1. Client Acquisition & Business Development: • Identify and acquire new clients within the corporate sector (focus on B2B sales). • Develop and implement a strategic sales plan to target potential business clients and expand the company’s client base. • Source new business opportunities through a variety of channels, including cold calling, networking, referrals, industry events, and digital marketing. • Create and execute effective lead generation strategies to generate interest and qualify new prospects. 2. Client Relationship Management: • Build and maintain strong, long-term relationships with key decision-makers at the C-suite level (CEOs, CFOs, and other senior executives) to gain new business and retain existing accounts. • Work closely with clients to understand their needs and propose appropriate insurance solutions. • Provide ongoing customer support and ensure high levels of customer satisfaction. 3. Collaboration with Internal Teams: • Collaborate with the Underwriting Team to ensure accurate and timely quotations and policies. • Work alongside the Claims Team to provide clients with timely updates on their claims and ensure seamless processing. • Liaise with internal departments to ensure all client needs are met and their expectations are exceeded. 4. Cold Calling & Lead Generation: • Proactively reach out to new potential clients through cold calls and direct outreach. • Develop new business leads through a variety of sources, including online platforms, databases, and professional networks. 5. RFQ / QCR Management: • Request, manage, and process RFQs (Request for Quotations) and QCRs (Quotation Comparison Reports) for prospective clients. • Analyze client requirements and customize insurance solutions accordingly. 6. B2B Sales Strategy: • Develop and execute targeted B2B sales strategies to meet corporate sales targets. • Drive revenue growth by successfully selling insurance products to large businesses and organizations. 7. Market Intelligence & Reporting: • Stay informed of market trends, industry developments, and competitor activity to identify new business opportunities. • Regularly report on sales performance, market activity, and feedback from clients to senior management.

Requirements

• B2B Sales
• Client Acquisition
• Lead Generation
• Customer Relationship Management
• Market Intelligence

Qualifications

• Bachelor’s degree in Business Administration
• Sales & Marketing
• Insurance

Preferred Technologies

• B2B Sales
• Client Acquisition
• Lead Generation
• Customer Relationship Management
• Market Intelligence

About the company

Disha Capital Group, established in 1988 and incorporated in 1993, is a comprehensive investment advisory and wealth management firm offering a wide range of financial services for both individuals and corporates. Licensed by the IRDAI as a Direct Broker for life and general insurance, Disha Capital provides insurance, mutual funds, company fixed deposits, bonds, structured bonds, and customized financial planning. With over 30 years of financial management experience, Disha Capital has grown to offer pan-India services, building a strong presence in various financial markets.