Senior Executive - Wealth Gardian

Jainam Broking Limited

• 4 hours ago
  
  

• 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.
  
  

• 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)
  
  

• 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.