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Title - Senior Manager
Role - B2B Sales Manager
Department: Corporate Solutions Group (Employee Employer Group)
Experience: 0 - 1 year
Work Location: Delhi / NCR (Noida, CP, Gurgaon)
Education: CA / CS / ICWA
Role Objective
To drive B2B acquisition and growth of Employee Benefits business (Gratuity, leave encashment, superannuation - Retrials Benefits) with a specific focus on fund-based group life solutions, by partnering with corporates, CFOs, CHROs and treasury teams. The role requires strong financial acumen, consultative selling capability, and fund structuring expertise, preferably for a Qualified Chartered Accountant (CA), CS , CMA.
Job Responsibilities -
1.Reaching out to senior leaders in finance / treasury / HR at Corporates, MNCs & SMEs for managing their employee benefit funds (Gratuity, leave encashments, superannuation)
2. Design and propose customized employee benefit fund structures aligned to client demographics, cash-flow needs, risk appetite, and regulatory framework
3. Present fund performance, pricing logic, actuarial assumptions, and financial impact analysis to clients
4. Work closely with internal stakeholders – actuarial, investments, finance, underwriting, operations, and compliance – for seamless solution delivery.
5. Ensure strict adherence to IRDAI guidelines, internal risk framework, underwriting norms, and approval matrices
6. Maintain robust documentation, proposal notes, pricing rationale, and audit-ready records
7. Monitor fund performance metrics, claims trends, persistency and client servicing SLAs
Desired profile
Job ID: 152156913
Skills:
Basic knowledge of Accounting, CA Articleship, Basic knowledge of MS Excel, Basic knowledge of GST and Income Tax
Skills:
Ms Excel, Audit, Taxation, Tally ERP, Financial Reporting
Skills:
continuous auditing , continuous monitoring , Ms Excel, Data Management, Ms Office, Data Analytics, Geospatial Process, Word, Risk Assessment, Sarbanes – Oxley 404 Assistance, Compliance Assistance – Contracts and regulations, Revenue Assurance, Corporate Governance Advisory, Model Business Process Development, Powerpoint, IA Compliance Monitoring, Risk Based Internal Audit, Data Operations, Control Self Assessment, Compliance Process, Enterprise Risk Management
Skills:
GST Act, Companies Act, Auditing, Compliance, Tds, Income Tax, Accounting, Financial Statements, Gst, Income Tax Act, Taxation
Skills:
Tally, Excel, RBI guidelines, statutory compliance, financial reporting tools, Financial Modelling, Chartered Accountant, Forecasting, NBFC operations, budgeting
