Business Head Sales - ( Investment & Insurance )

We are seeking a highly experienced, dynamic, and results-oriented Sales Head to lead, build, and scale investment and insurance sales function. The role involves driving strategic business growth, acquiring large corporate clients, building and managing high-performing sales teams, and owning revenue and profitability targets for the assigned region.

The ideal candidate will possess deep domain expertise in corporate insurance solutions, strong leadership capabilities, and a proven track record of building teams and delivering sustained revenue growth.

Key Responsibilities: Business Development & Revenue Growth

• Drive acquisition of new clients across health, life, and general insurance products
• Develop and execute region-specific sales strategies to meet or exceed revenue targets
• Identify new markets, channels, and business opportunities
• Build and manage a robust pipeline of high-value corporate accounts
• Develop and drive profitable business growth for the assigned region/location

Leadership, Team Building & Recruitment

• Recruit, hire, and build a high-performing corporate sales team from the ground up
• Define organizational structure, roles, and responsibilities for the sales function
• Lead, motivate, and mentor the sales team to achieve targets
• Foster a performance-driven and customer-centric sales culture
• Set individual and team targets, monitor performance, and drive accountability
• Provide coaching, training, and continuous development to team members
• Manage attrition, succession planning, and team expansion as business grows

Client & Account Management

• Develop and manage relationships with large corporate clients and key decision-makers
• Conduct regular client interactions to understand needs and challenges
• Deliver customized insurance solutions and advisory support
• Review client portfolios to identify cross-sell and up-sell opportunities
• Ensure high levels of client satisfaction and retention

Strategy & Planning

• Align sales objectives with the organization’s overall business strategy
• Participate in corporate strategic planning and business development initiatives
• Prepare sales forecasts, budgets, and action plans
• Monitor market trends, customer behavior, and competitor activities
• Research and develop new sales opportunities or untapped markets

Stakeholder & Partner Management

• Maintain strong relationships with insurance companies and partners
• Liaise with clients regularly to understand issues and provide value-added solutions
• Resolve complex insurance and servicing issues
• Coordinate with underwriting, operations, and claims teams

Financial & Operational Responsibility

• Own the P&L for the assigned region/location
• Ensure profitability, cost control, and revenue growth
• Track performance metrics and ensure financial targets are achieved
• Prepare reports, presentations, and recommendations for senior management

Requirements & Skills

• Bachelor’s degree (MBA preferred)
• Minimum 10+ years of experience in corporate sales within insurance or financial services
• Proven experience in building and leading large sales teams
• Strong understanding of corporate insurance products and solutions
• Demonstrated ability to achieve aggressive revenue targets
• Excellent communication, negotiation, and presentation skills
• Strategic thinking with strong analytical and leadership capabilities
• Highly motivated with strong client-focused approach

Preferred Qualification

• Broking License Certificate issued by the National Insurance Academy (NIA)
• Experience handling large corporate accounts and enterprise clients
• Strong industry network and relationships with insurers

Key Competencies

✔ Strategic Leadership
✔ Team Building & Talent Development
✔ Business Development Expertise
✔ Client Relationship Management
✔ Negotiation & Closing Skills
✔ Market Intelligence
✔ Financial & P&L Management

If you want, I can also prepare a perfect version tailored specifically for your organization (e.g., Beema1 / corporate broking model) with:

✅ Suggested CTC range for Kolkata market
✅ KPIs & performance metrics for Sales Head
✅ Organization structure under Sales Head
✅ Hiring scorecard for interview panel
✅ Corporate vs Retail sales focus version

Contact : 7605004099

Job Types: Full-time, Permanent

Pay: ₹75,000.00 - ₹100,000.00 per month

Benefits:

• Paid sick time
• Provident Fund

Experience:

• Team Handling of Insurance & Investment : 10 years (Required)

Work Location: In person