Corporate Sales Manager

Company Information
Finhaat a unique financial services distribution platform catering to the distinctive needs of financially underserved population the Emerging Indians. Our journey started with the belief that all individuals should be equipped to manage their financial health with ease and confidence. This will be possible only when they have an easy access to solutions that are in line with their financial goals.
Suraksha Protection from Financial Shocks
Suvidha Easy access to curated financial services
Samriddhi Trusted Partner for overall financial prosperity

Finhaat has been created as a marketplace for financial services distribution that seeks to connect the customer to the solution provider through an innovative financial service distribution model.

Finhaat gives the right individual with an environment of immense growth depending on its capability and performance.

Job Description

Job Title: Area Manager SME Sales
Qualification: Bachelor's/Masters degree
Experience: 3-10 Years
Location: Mumbai, Delhi, Chennai, Kolkata, Surat, Hyderabad, Ahmedabad, Pune, Jaipur & Bangalore
Domain: Insurance

We are looking for experienced professional in Strategic Planning, Sales & Marketing, Business Development, Product Management & Key Accounts Management and Client Servicing.

Responsibilities:

Financial:

• Increase reach and market share by adding new clients to the Organizations portfolio of General Insurance.
• Achieve financial targets articulated in the strategic plans of the Organization in terms of the brokerage earned through
• Conversions of new clients
• Retention of existing clients
• Ensuring expansion and cross selling to existing clients
• Support of specialist vertical budgets

Business Process:

• Create potential databases from insurers and other sources
• Update KPTS (Key Prospect Tracking System) immediately
• Obtain policy papers from existing and potential clients

• Conduct thorough analysis of Policy Portfolio of existing and potential clients with inputs from the underwriting and claims department to verify that the client has adequate coverage and best of rates and prepare offerings to bridge gaps
• Interface with claims team and service claims to gain confidence and pitch for new business by taking over the responsibility of enabling the client to get pending claims
• Engage in discussion and sharing notes with other departments to leverage individual strengths
• Participate in monthly meetings to discuss key accounts, strategic initiatives, market trends

Customer:

• Send introductory mails or letters, call for appointment before the initial meeting and send thank you note and brochure to all prospective clients after the same.
• Make client lists
• Visit key existing clients on a periodical basis
• Get insurance policies issued in favor of the clients in coordination with the underwriting team and deliver the same to the clients
• Collect premium cheque on time
• Provide best possible client service with respect to all new clients by
• Coordinating with the underwriting team to get renewal notice issued and the renewals done on time
• Engaging with insurance companies and coordinating with the claims team to enable settlement of claims
• Give timely inputs for MIS to management
• Classify potential customers into A-B-C category and implement the following action:
• Cater to all requirements through close liaising with respect to A category and close
• Liaise with B category to covert the leads
• Maintain the C category in the database and schedule follow-up

People Growth:

• Acquire product knowledge and always keep self-updated with latest variations in product offerings
• Attend training sessions (external/ internal) and working on on-job assignments to implement new learning

External Interface: Internal interface:

• Existing clients
• Prospective clients
• Insurance companies
• Employees

Key Competencies:

• Demonstrates domain knowledge in own area of operation
• Understand product offerings
• Understand service standards as per Organization ethos
• People Skills - Puts the needs of the client first.
• Solid understanding of policies and products.
• Strong Leadership Skills
• Excellent Interpersonal Skills
• Good Customer Service
• Persistence
• Communication
• Negotiation
• Problem Solving