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.