Unit Manager - Insurance (Pune)

Unit Manager - Insurance (Pune)

2 Nos.
93337
Full Time
3.0 Year(s) To 7.0 Year(s)
5.00 LPA TO 5.50 LPA
Sales / BD
Investment Banking / Venture Capital / Private Equity
Job Description:

Key Responsibilities
● Partner Engagement & Recruitment:
○ Identify and onboard existing company Wealth Mutual Fund partners as POSP or BQP to
initiate and expand insurance-related business activities.
○ Explain the benefits, process, and scope of the POSP/BQP roles effectively to ensure
partner enrollment.
● Strategic Planning:
○ Collaborate with Senior Managers to devise and implement strategies for the
development of insurance products within the branch.
○ Drive and monitor progress on recruitment and insurance sales targets.
● Relationship Management:
○ Build and nurture positive working relationships with partners to promote long-term
business growth.
○ Provide support to the POSP / CIA to achieve their goals.
● Product Promotion:
○ Focus on the promotion and sales of both Life and Non-Life Insurance products.
○ Ensure a thorough understanding of insurance products to guide and assist partners
effectively.
● Business Targets:
○ Achieve recruitment targets for POSP/BQP roles.

#may2025

○ Drive the sales and penetration of insurance products within the assigned branch/region.

Requirements:
● Educational Qualification: Bachelor’s OR Master’s degree in any discipline (Finance/Insurance
background preferred).
● Experience: 3–7 years in business development or sales, preferably in insurance or financial
services.
● Skills:
○ Excellent communication and interpersonal skills.
○ Strategic thinking with strong organizational and planning abilities.
○ Proven ability to meet targets and drive business results.

Salary Range:
Yearly CTC is divided into two parts 1) Fixed CTC 2) Yearly Performance base incentive, which is given at
Financial Year end. * (*discuss it to respective HR)

Company Profile

The client is a leading player in the Indian financial services industry known for its strong distribution capabilities. Started in the year 1994 has now diversified into various businesses and today has presence in businesses ranging from financial products distributor network, asset management, real estate, insurance broking, training & development and technology. Our rich experience in financial services, combined with executional capabilities and strong process & system orientation, has enabled us to shape a rising growth trajectory in our businesses.
Product ranges are MF, Insurance, Realty, Information Technology, Wellness, Interiors, Loan etc. The client is based out of Surat in Gujarat, India and has presence in 165+ locations in India, Mauritius & Dubai and has over 1,800+ employees and over 32,500+ Active Advisors (Partners) associated. The total Asset Under Advice of 1,64,000+ Cr. of more than 28 Lacs investors.

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