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Job Description

Position: Corporate Sales – Direct B2B

Company: Mahindra Insurance Brokers

Function: Corporate Sales / Business Development

Industry: Insurance Broking / Financial Services

Job Purpose

We are looking for an experienced Corporate Sales professional to drive business growth by acquiring and managing Large Corporate and SME clients. The role will focus on expanding the company’s presence in the commercial insurance market, generating revenue, building long-term client relationships, and providing customized insurance and risk management solutions.

Key Responsibilities

1. Business Development & Revenue Growth

• Acquire and develop Large Corporate and SME accounts to achieve revenue and profitability targets.
• Identify new business opportunities and emerging segments within the commercial insurance market.
• Build and maintain a strong pipeline through networking, referrals, industry associations, and direct business development.
• Drive client retention, cross-selling, and up-selling opportunities.

1. Consultative Sales & Risk Advisory

• Engage with CXOs, CFOs, HR Heads, Finance Leaders, Procurement Teams, and Business Owners.
• Understand client business risks and insurance requirements.
• Recommend customized insurance and risk management solutions.
• Provide end-to-end advisory support, including risk assessment, policy structuring, and coverage optimization.

1. Commercial Insurance Product Sales

Drive business across commercial insurance products such as:

• Property Insurance
• Marine Insurance
• Employee Benefits – Group Mediclaim, GPA, GTL, etc.
• Liability Insurance
• Directors & Officers (D&O) Liability
• Public Liability
• Professional Indemnity
• Cyber Liability
• Product Liability
• Other Commercial & Specialty Insurance Solutions

1. Client Relationship Management

• Develop and maintain strong relationships with key corporate decision-makers.
• Act as a trusted advisor and primary point of contact for clients.
• Ensure high-quality client servicing and timely resolution of requirements.
• Identify opportunities to strengthen and expand existing client relationships.

1. Business Operations & Stakeholder Management

• Coordinate with underwriting, placement, claims, servicing, and operations teams.
• Ensure smooth execution and delivery of insurance solutions.
• Maintain a healthy and profitable product portfolio.
• Monitor business performance and take corrective actions to achieve targets.

1. Compliance & Governance

• Follow company policies, processes, and internal controls.
• Ensure compliance with IRDAI regulations and applicable insurance broking guidelines.
• Maintain high standards of ethical business conduct and corporate governance.

Key Performance Indicators

• New Client Acquisition
• Revenue Generation
• Portfolio Profitability
• Client Retention
• Cross-Sell & Upsell Revenue
• Product Mix Penetration
• Collection Efficiency
• Customer Satisfaction & Service Excellence

Qualification

• Graduate in any discipline.
• MBA/PGDM in Marketing, Sales, Finance, or Insurance will be preferred.

Experience

• Proven experience in Corporate Sales, Commercial Insurance, Employee Benefits, or Risk Advisory.
• Experience in General Insurance, Insurance Broking, or Financial Services preferred.
• Strong network among corporate clients, SMEs, and senior decision-makers.
• Demonstrated experience in B2B business development and new client acquisition.

Required Skills

• Strong knowledge of commercial insurance products and risk management.
• Understanding of the Indian insurance market and IRDAI regulations.
• Excellent consultative selling and negotiation skills.
• Strong presentation and communication skills.
• Relationship management and stakeholder engagement.
• Strong business acumen with a focus on revenue and profitability.
• Ability to work in a target-driven and fast-paced environment.
• Proficiency in CRM platforms, sales tools, and Microsoft Office.

Job Title: National Credit Head and Independent Director

Location: Mumbai

Experience: 15–20 Years in banking or NBFCs,

Role Overview:

We are seeking a seasoned banking professional with deep expertise in credit underwriting and risk management to join our board as an independent director. The ideal candidate will bring strong governance capabilities, regulatory understanding, and the ability to provide independent oversight on credit strategy and risk practices.

Key Responsibilities:

• Provide independent oversight on credit risk, underwriting policies, and lending frameworks

• The person will be responsible for credit and underwriting functions, as well as overseeing the collections and recovery team

• Review and guide credit approval processes, portfolio quality, and risk appetite

• Participate in Board and Committee meetings (Audit Committee, Risk Management Committee, Credit Committee)

• Ensure compliance with applicable regulations and corporate governance norms

• Challenge management decisions constructively to strengthen risk controls

• Advise on credit strategy across retail, SME, or corporate segments

• Provide independent oversight of credit underwriting frameworks, policies, and risk appetite

• Review large credit proposals, sectoral exposures, and concentration risks

• Monitor asset quality, including NPAs, restructuring, and provisioning adequacy

• Evaluate stress scenarios and portfolio resilience across economic cycles.

Eligibility Criteria:

• Registered Independent Director with the Indian Institute of Corporate Affairs (IICA)

• 15+ years of experience in banking, NBFCs, or financial services

• Strong background in credit underwriting, risk assessment, and portfolio management

• Prior experience in senior roles such as Chief Credit Officer, Risk Head, or similar

• Familiarity with RBI regulations and compliance frameworks

• The individual should clear the independent director examination.

• The individual should have a sound knowledge of tech and should be able to guide the tech team.

Preferred Qualifications:

• Experience serving on boards or committees of financial institutions

• Expertise in specific lending domains (e.g., retail, MSME, structured finance)

• Professional qualifications such as CA, CFA, MBA (Finance), or equivalent

Key Skills:

• Financial analysis and credit appraisal

• Risk governance and regulatory compliance

• Strategic thinking and independent judgment

• Strong communication and board-level presence

Regards,

Radhika Sharma

HR manager

Estabizz Fintech Private Limited

Managing a portfolio of SME clients, monitoring their insurance needs, and

proactively engaging with them to ensure client satisfaction and retention. 

Developing and maintaining strong relationships with SME clients, understanding

their business needs, and providing personalized service. 

Identifying and pursuing new business opportunities within the SME sector to grow

the insurance company's client base and revenue. 

Ensuring smooth and efficient service delivery to SME clients, addressing their

queries and concerns promptly.

Managing a portfolio of SME clients, monitoring their insurance needs, and

proactively engaging with them to ensure client satisfaction and retention.

Selling insurance products and services to SMEs, as well as cross-selling other

relevant financial products offered by the company 

Working with internal teams and customer service, to facilitate seamless service

delivery to SME clients. 

Skills and Qualifications:

 Excellent communication, interpersonal, and negotiation skills. 

 Proven track record of achieving sales targets and identifying new business

opportunities. 

 Understanding of various insurance products and policies relevant to SMEs. 

 Providing customer service and building long-term relationships. 

 Well Experienced & Familiarity with the unique needs and challenges of SME

businesses. 

 Bachelor’s Degree.

8-16 years of overall database administration and support/operations experience, with a successful delivery track record.
# Proficient knowledge in  MySQL, HANA administration.
#Should have knowledge in setting up DR and HA approaches
#Should have strong Knowledge in Backup & Recovery.
# Should have played a L2 role in current position
# Experience of working in large landscape/environment where multiple database flavors are running.
# Knowledge on Database capacity planning/strategy is an added advantage
# Knowledge & Experience on other database as HANA flavors are added advantage
# Hands on experience with expert knowledge of Unix/Linux flavors w.r.t Database.
# Good understanding of operational framework like ITIL/ITSM.
# Should be capable of Owning, Leading and coordinate operational tasks, customer escalations, process improvements.
# Excellent presentation & communication skills are a must.

• Lead technical requirement sessions with clients and internal stake holders
• Create new courses related to Data architecture, database design, data mining, data visualization, Power BI for the learners of EduBridge
• Deliver training to the aspiring trainers
• Design and create training manuals, online learning modules, and course materials on
• Review training materials from a variety of sources and choose appropriate materials
• Should be comfortable working individually as a self-starter.
• Be forward-thinking when designing content and adhere to adult learning principles
• Enjoy working with tight deadlines and providing valuable input on projects to enhance and customize training processes to exceed operational needs
• Creating instructional content that incorporates audio and video
• Create knowledge and skills assessments
• Evaluate learning effectiveness
• Apply current research and theory to learning design challenges
• Write/Review storyboards to make the technical content interesting