Senior Channel Sales Manager - Financial Institutions

Business Development

• Acquire new clients through referrals, networking, and direct sales activities.
• Generate business across General Insurance and Health Insurance products.
• Identify customer insurance needs and propose appropriate risk solutions.
• Achieve monthly and annual premium targets.

Client Relationship Management

• Build and maintain strong relationships with existing clients.
• Conduct regular client meetings and portfolio reviews.
• Ensure high levels of customer satisfaction and retention.

Insurance Advisory

• Analyze client risk exposure and recommend suitable insurance coverage.
• Compare products from multiple insurers and provide the best solutions.
• Assist clients in policy selection, renewal, and endorsement activities.

Policy Placement & Servicing

• Coordinate with insurance companies for quotations, underwriting approvals, and policy issuance.
• Ensure timely policy documentation and renewal follow-ups.
• Support clients during claim intimation and settlement processes.

Compliance & Documentation

• Ensure compliance with IRDAI regulations and company policies.
• Maintain accurate client records and documentation.
• Prepare MIS and business reports as required.