Corporate Sales - Delhi

Anand Rathi Insurance Brokers Ltd; Gurugram District; On-site; INR 800,000 - 1,100,000; Full time

Job summary

Anand Rathi Insurance Brokers Ltd. is seeking a Corporate Sales professional to drive growth by engaging corporate clients, understanding risks, and delivering tailored insurance solutions. You will manage client relationships, prospect new business, and present policies with negotiated terms.

The role emphasizes market analysis, strategic planning, and compliance across all client transactions, supported by strong CRM and MS Office skills.

Qualifications

• Bachelor's degree in business, marketing, insurance, or finance is preferred.
• Experience in corporate sales, business development, or insurance broking is beneficial.
• Certifications in sales, business development, or insurance broking add value.
• Proficiency with CRM tools and Microsoft Office Suite.

Responsibilities

• Build and maintain relationships with corporate clients and meet sales targets.
• Conduct market research and identify potential clients; analyze risk profiles.
• Deliver clear policy presentations and negotiate terms with underwriters.
• Maintain accurate policy documentation and ensure regulatory compliance.

Skills

Prospecting

Engagement

Negotiation

Closing deals

Education

Bachelor's degree

Tools

CRM tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

The Corporate Sales Role drives business growth by engaging corporate clients, understanding their risks, and delivering tailored insurance solutions.

Key Expectations of the Role

1. Client Relationship Management

• Build and maintain strong relationships with corporate clients by understanding their insurance needs.
• Serve as the primary contact for client queries and support.
• Achieve sales targets by identifying new opportunities and upselling to existing clients.
• Implement effective sales strategies to drive revenue.

3. Market Analysis and Prospecting

• Conduct market research to identify potential clients and industry trends.
• Prospect and analyze client risk profiles to create tailored proposals.

4. Policy Presentation and Negotiation

• Deliver clear presentations explaining insurance solutions and negotiate policy terms.
• Work with underwriters to secure favorable terms.

5. Documentation and Compliance

• Maintain accurate policy and client documentation as per company and regulatory standards.
• Ensure full compliance in all client transactions.

Competencies Required for the Role

• Strong skills in prospecting, engagement, negotiation, and closing deals.
• Good understanding of insurance products and competition.

2. Communication and Influencing Skills

• Excellent communication and interpersonal abilities to influence client decisions.
• Ability to simplify complex insurance concepts.

3. Customer Focus

• Client-centric approach with strong listening and problem-solving skills.
• Provides solutions aligned with client needs.

4. Strategic Thinking and Planning

• Ability to identify long-term opportunities and plan effectively.
• Develops and executes action plans to exceed targets.

5. Interpersonal Skills

• Strong relationship-building, negotiation, and presentation abilities.

Personal Qualifications

• Education: Bachelor's degree in business, marketing, insurance, finance, or related fields preferred.
• Experience: Experience in corporate sales, business development, or insurance broking is beneficial.
• Certifications: Sales, business development, or insurance broking certifications add value.
• Technology Proficiency: Skilled with CRM tools and Microsoft Office (Word, Excel, PowerPoint).