Strategy & Sales Manager (Surety Bonds)

SafeTree; Gurugram District; On-site; INR 700,000 - 1,000,000; Full time

Benefits offered by this job

Direct exposure to senior leadership

High-growth insurtech environment

Steep learning curve

Job summary

A leading insurtech company in Gurugram is seeking a Strategy & Sales Manager to support their Surety Bonds vertical. The role involves lead generation, financial analysis, and collaboration with internal teams to ensure smooth bond issuance. Ideal candidates should have a bachelor's degree and 2-3 years of relevant experience, particularly in financial services or fintech. This position offers a unique opportunity to work on AI-driven solutions in a high-growth environment.

Qualifications

• 2–3 years of experience in financial services, banking, consulting, fintech, or corporate roles.
• Ability to interpret financial statements and metrics.
• Excellent communication skills with executive presence.

Responsibilities

• Support the Surety Bonds vertical in lead generation and documentation.
• Coordinate with teams and clients for bond issuance.
• Assist in building the AI‑powered Surety Bonds tool.

Skills

Financial acumen

Stakeholder management

Communication skills

Proficiency in MS Excel

Proficiency in PowerPoint

Education

Bachelor’s degree in Business, Commerce, Finance, Economics, or Engineering (MBA preferred)

Tools

CRMs

Digital tools

Job description

Strategy & Sales Manager

Direct message the job poster from SafeTree

SafeTree is an insurtech intermediary pioneering innovative risk solutions in India. We are market leaders in niche covers such as IVF and tour operator liability insurance and are building an AI‑powered Surety Bonds platform to support India’s infrastructure and contracting ecosystem.

Key Responsibilities

• Support the Surety Bonds vertical in lead generation, proposal preparation, and documentation from clients.
• Coordinate with internal teams, underwriters, and clients to ensure smooth execution of bond issuance.
• Assist in building and refining the AI‑powered Surety Bonds tool, including data inputs, testing, and client adoption.
• Conduct financial analysis on clients (balance sheets, ratios, project risk evaluation).
• Manage stakeholder expectations with clear, professional communication and follow‑ups.
• Prepare presentations, reports, and strategic analysis to support sales and growth initiatives.
• Provide support on strategy & growth projects across other business verticals.

Qualifications & Experience

• Bachelor’s degree in Business, Commerce, Finance, Economics, or Engineering (MBA preferred).
• 2–3 years of experience in financial services, banking, consulting, fintech, or corporate roles.
• Strong financial acumen with ability to interpret financial statements and metrics.
• Experience in stakeholder management and professional client interaction.
• Excellent communication skills with executive presence.
• Proficiency in MS Excel & PowerPoint; comfort with CRMs and digital tools.
• Based in Gurugram / NCR.
• Immediate joiners preferred.

Good‑to‑Have

• Prior experience in insurance (sales, broking, or underwriting support).
• Exposure to insurance sales or business development.
• Experience working in a startup or fast‑paced environment.

What We Offer

• Direct exposure to senior leadership and strategy at a high‑growth insurtech.
• Opportunity to work on India’s first AI‑powered Surety Bonds platform.
• Steep learning curve across sales, strategy, and technology‑driven insurance solutions.
• A culture of ownership, innovation, and growth.

To know more please contact Sanidhya Kain at [e-mail]

Seniority level: Entry level

Employment type: Full‑time

Job function: Sales and Business Development

Industry: Insurance