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Job Description
Key Responsibilities:
- Own and manage end-to-end relationships with existing clients, driving the overall account management strategy, execution, and performance of each account.
- Build and nurture strong relationships across partner ecosystems, engaging key stakeholders, including Founders, CXOs, Product Heads, and other senior decision-makers. Act as the primary point of contact for all insurance-related queries, business requirements, and strategic discussions.
- Conduct periodic business reviews with clients to evaluate portfolio performance, claims ratios, growth trends, and emerging business opportunities.
- Closely monitor and analyze client performance data to generate actionable insights, assess implementation effectiveness, identify improvement areas, and drive data-led business decisions.
- Conceptualize and execute targeted programs, campaigns, and initiatives to increase insurance product attachment rates and drive adoption across partners' customer journeys.
- Work closely with clients, insurance partners, and internal teams to ensure seamless program execution, operational efficiency, and long-term business sustainability.
- Identify and drive account expansion opportunities through cross-selling, up-selling, and contextual insurance product deployments aligned with partner business needs and customer requirements.
Must-Have Requirements:
- 5+ years of relevant experience in B2B Sales, Account Management, Client Relationship Management, or Strategic Partnerships.
- Prior experience in BFSI, Lending, Fintech, or SaaS sectors; exposure to Insurance or Insurtech will be a strong advantage.
- Proven ability to manage multiple stakeholders across CXO, senior management, and cross-functional teams.
- Bachelor's degree in any discipline; prior entrepreneurial experience will be an added advantage.
- Excellent written and verbal communication skills, with strong interpersonal and presentation abilities.
- Creative, persistent, and resourceful, with a high degree of ownership, attention to detail, and organizational skills.
- Strong analytical and problem-solving abilities, with a structured and solution-oriented approach.
- Self-motivated and adaptable, with the ability to thrive in fast-paced, dynamic, and ambiguous business environments.
Good to Have:
- Experience in embedded insurance or affinity insurance distribution.
- Existing relationships with Banks, NBFCs, Fintechs and Cooperative Banks.
- Exposure to insurance technology platforms and digital distribution ecosystems.
- Experience building customized insurance propositions for financial services partners.
- Understanding of API-led integrations and technology-enabled insurance workflows.
- Experience scaling strategic partnerships and launching new business categories.
Candidate Profile:
- Confident in pitching to CXOs and senior business leaders.
- Comfortable discussing insurance products, technology workflows and commercial models.
- Strong ownership mindset with the ability to manage the complete sales lifecycle independently.
- Energetic, target-driven and passionate about the Fintech and Insurtech ecosystem.
- Comfortable working in a fast-paced, growth-oriented environment.
Additional Notes:
- Candidates will be responsible for building and scaling strategic partnerships with leading financial institutions.
- Strong preference for candidates who can independently drive enterprise deals from prospecting to closure and revenue generation.
- Candidates with hands-on experience in selling technology-led insurance solutions and embedded insurance propositions will be preferred.
Skills
BFSI SalesSalesKey Account ManagementOperational EfficiencyIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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