Sales Executive

Policy Manthan Insurance Broking Private Limited; Thane; On-site; INR 300,000 - 420,000; Full time

Job summary

Policy Manthan Insurance Broking Private Limited, based in Thane, seeks a Sales Executive to identify and pursue new business opportunities, build a strong pipeline of General Insurance clients, and manage end-to-end sales processes on-site. The role emphasizes client risk assessment, solution tailoring, and ongoing relationship management.

Ideal candidates will have strong sales and negotiation skills, excellent communication, and knowledge of General Insurance products.

Qualifications

• Strong sales, negotiation, and persuasion skills.
• Excellent communication, presentation, and interpersonal skills.
• Knowledge of General Insurance products and risk assessment.
• Ability to conduct market research and assess client needs.
• Proficiency with CRM tools, MS Office, and digital communication.
• Strong organizational and time-management skills.
• Bachelor's degree in business, finance, insurance or related field; certifications in insurance/financial services are an advantage.
• Comfort working on-site in Thane in a target-driven environment.

Responsibilities

• Identify and pursue new business opportunities.
• Generate leads and build a robust pipeline for General Insurance clients.
• Understand client risk profiles and coverage needs; present suitable solutions.
• Prepare proposals and coordinate with internal teams to close sales.
• Maintain strong client relationships and manage policy renewals.
• Track sales performance and report key metrics; contribute to sales process improvements.

Skills

Sales skills

Negotiation

Communication

General Insurance knowledge

CRM proficiency

MS Office

Time management

Client relationship management

Education

Bachelor's degree in business/finance/insurance

Job description

Company Description Policy Manthan Insurance Broking Private Limited is a dynamic General and Life Insurance Broking firm focused on delivering customized and transparent insurance solutions to businesses and individuals. The company provides expert advisory services and works with trusted insurer partners to secure comprehensive protection against unforeseen risks. With a strong emphasis on client needs, portfolio optimization, and end-to-end policy management, Policy Manthan ensures appropriate coverage at the right value. The team is driven by integrity, industry expertise, and innovation to make insurance more accessible, efficient, and meaningful. Policy Manthan is registered with IRDAI (Registration No. 1108) and operates from its office in Thane, Maharashtra.

Role Description This is a full-time, on-site Sales Executive role based in Thane. The Sales Executive will identify and pursue new business opportunities, generate leads, and build a robust pipeline of corporate and individual clients for General Insurance products. Responsibilities include understanding client risk profiles and coverage needs, presenting suitable insurance solutions, preparing proposals, and coordinating with internal teams to close sales. The role involves maintaining strong client relationships, managing policy renewals, and providing ongoing support to ensure high levels of client satisfaction. The Sales Executive will also track sales performance, report key metrics, and contribute to improving sales processes and market reach.

Qualifications

• Strong sales, negotiation, and persuasion skills, with the ability to convert leads into long-term clients.
• Excellent communication, presentation, and interpersonal skills to engage with diverse stakeholders.
• Knowledge of General Insurance products, and risk assessment(experience in insurance broking or financial services is preferred).
• Ability to conduct market research, analyze client needs, and recommend appropriate insurance solutions.
• Proficiency in using CRM tools, MS Office, and digital communication platforms to manage sales activities.
• Strong organizational and time-management skills, with attention to detail and follow-through.
• Bachelor's degree in business, finance, insurance, or a related field; relevant certifications in insurance or financial services are an advantage.
• Comfort working in an on-site, target-driven environment in Thane, with a client-centric and ethical approach.