Jainam Broking Limited

2 weeks ago

Location

Mumbai

Department

Wealth Gardian - Insurance - JBL

Employment Type

Full-time

Applications Received

1

Closes On

13 Jun, 2026

JD – Senior Executive – B2B –Wealth Guardian

Key Responsibilities

Business Development & Sales:
Identify and on-board new B2B partners ( From other then JBL Environment ) for insurance ( General and Life ) product distribution.
Achieve sales targets for insurance across life, general, and health categories.
Promote cross-selling of financial products ( Other then Insurance ) through partner networks.
Continuously upskill yourself and actively share knowledge with others in the team or network.
Relationship Management:
Maintain strong and long-term relationships with sub-brokers, insurance advisors and Partners .
Provide regular product updates, training, and support to partners to increase business volumes.
Conduct partner engagement initiatives (e.g., seminars, webinars, product launches).
Product & Market Knowledge:
Stay updated on industry trends, new products, regulatory changes, and competitor strategies.
Provide insights and feedback from the field to the product and marketing teams.
Engage with channel partners to promote insurance products — not end clients.
Guide partners on the right products to offer and effective sales techniques.
Regularly share the latest investment schemes, product updates, and actionable ideas.
Compliance & Documentation:
Ensure partners comply with SEBI/IRDAI regulations and internal compliance standards.
Maintain accurate records of sales, partner interactions, and deal closures.
Serve as the primary support contact for all insurance-related queries.

Qualifications

Graduate/Post-Graduate in Finance, Commerce, or related field.
IRDAI certifications preferred (or willingness to obtain within 3 months of joining).
Basic knowledge of Insurance is nice (but not a must)

Skills & Competencies

Strong knowledge of insurance ( General and Life) products.
Excellent B2B sales and negotiation skills.
Effective communication and presentation abilities.
Self-driven, target-oriented with a customer-first mindset.

Senior Executive - Wealth Gardian