01Overview
Company: PolicyBoss.com (Landmark Insurance Brokers Pvt. Ltd.)
Job Title: HNI Relationship Manager / Business Development Manager Corporate Sales (General Insurance)
Department: Corporate Sales
Location: Mumbai (Ghatkopar West)
About PolicyBoss
PolicyBoss.com is one of India's leading InsurTech platforms and a part of Landmark Insurance Brokers Pvt. Ltd., offering a wide range of insurance solutions across Health, Motor, Life, Travel, and Corporate Insurance. We are committed to delivering cutting-edge insurance solutions backed by technology and exceptional customer service.
Job Summary
We are seeking a highly motivated HNI Relationship Manager / Business Development Manager to drive corporate sales and acquire HNI clients for General Insurance products. The ideal candidate should have strong networking skills, experience in corporate business development, and the ability to build long-term client relationships while achieving revenue targets.
Key Responsibilities
- Identify and acquire new HNI and corporate clients for General Insurance products.
- Generate business through direct sales, networking, referrals, and corporate tie-ups.
- Understand clients' insurance requirements and recommend suitable General Insurance solutions.
- Develop and maintain long-term relationships with corporate clients and key decision-makers.
- Prepare proposals, negotiate commercial terms, and close business deals.
- Coordinate with internal underwriting and operations teams for seamless policy issuance and servicing.
- Manage policy renewals, cross-selling, and upselling opportunities.
- Achieve monthly, quarterly, and annual business targets.
- Maintain accurate records of client interactions and sales activities in CRM.
Required Skills
- Corporate Sales & Business Development
- HNI Relationship Management
- General Insurance Knowledge
- Negotiation & Closing Skills
- Excellent Communication & Presentation Skills
- Client Acquisition & Stakeholder Management
- CRM & MS Office .
