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Senior Channel Sales Manager Financial Institutions

TATA


Job Location:

Surat - India

Monthly Salary: Not provided by the employer
Posted: 26 July 2026 (30+ days ago)
Application Deadline: 23 October 2026
Vacancies: 1 Vacancy

Job Summary

Business Development
  • Acquire new clients through referrals networking and direct sales activities.
  • Generate business across General Insurance and Health Insurance products.
  • Identify customer insurance needs and propose appropriate risk solutions.
  • Achieve monthly and annual premium targets.
Client Relationship Management
  • Build and maintain strong relationships with existing clients.
  • Conduct regular client meetings and portfolio reviews.
  • Ensure high levels of customer satisfaction and retention.
Insurance Advisory
  • Analyze client risk exposure and recommend suitable insurance coverage.
  • Compare products from multiple insurers and provide the best solutions.
  • Assist clients in policy selection renewal and endorsement activities.
Policy Placement & Servicing
  • Coordinate with insurance companies for quotations underwriting approvals and policy issuance.
  • Ensure timely policy documentation and renewal follow-ups.
  • Support clients during claim intimation and settlement processes.
Compliance & Documentation
  • Ensure compliance with IRDAI regulations and company policies.
  • Maintain accurate client records and documentation.
  • Prepare MIS and business reports as required.

Required Experience:

Manager


About Company

Company Logo

Buy/Renew car, bike, travel, health insurance online instantly with Tata AIG. Insurance with low premium & minimal paperwork. Great savings on insurance. ✓ 20+ yrs in service with Trust of TATA ✓ 5 Cr+ Customers Served ✓ 98% Claim Settlement Ratio FY 19-20 ✓ Instant Policy Online. ... View more

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