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    Job · 21303921

    MUMBAI · FULLTIME

    Insurance Business Development Executive / Insurance Relationship Mgr

    A C Agarwal Share Brokers

    A C Agarwal Share Brokers

    Mumbai · onsite · Posted 4d ago

    Sourced fromNaukri
    Undisclosed0–1 yrsfulltimeMumbai

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    Section · 01

    About this role

    Insurance Business Development Executive / Insurance Relationship Manager

    We are looking for a dynamic and result-oriented Insurance Executive to grow our insurance business by leveraging our existing client base and partner network. The role involves identifying insurance needs, pitching suitable products, coordinating with partners, and closing business while ensuring high-quality client service.

    Key Roles & Responsibilities

    • Generate insurance business from existing clients, channel partners, and reference base
    • Cross-sell and upsell Life, Health, Motor, and General Insurance products
    • Understand client requirements and recommend suitable insurance solutions
    • Coordinate with internal teams and insurance companies for policy issuance
    • Maintain strong relationships with clients and partners to ensure repeat business
    • Follow up on leads, proposals, renewals, and pending documentation
    • Achieve monthly and quarterly business targets
    • Maintain accurate records of leads, conversions, and client interactions
    • Ensure compliance with IRDA regulations and company processes
    • Support renewal business and policy servicing when required

    Candidate Requirements
    Experience: Freshers

    • Knowledge of Life, Health, Motor & General Insurance products
    • Strong communication and negotiation skills
    • Ability to work on targets and close deals
    • Comfortable with calling, follow-ups, and relationship building
    • Basic knowledge of CRM, Excel, or lead management systems
    • IRDA certification preferred (or willingness to obtain)

    Skills Required

    • Insurance Sales & Business Development
    • Client Relationship Management
    • Lead Conversion & Follow-ups
    • Partner & Channel Coordination
    • Target-driven mindsetCompensationFixed Salary + Performance-based IncentivesGrowth opportunities within the organization

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    Section · 02

    Skills

    Client ServiceTelecallingInsuranceInsurance Business Development

    Section · Company

    About A C Agarwal Share Brokers

    A C Agarwal Share Brokers

    A C Agarwal Share Brokers

    25

    employees

    Vadodara, Gujarat

    India

    ₹5.3L PA avg

    Avg at A C Agarwal Share Brokers

    About

    At AC Agarwal Share Brokers Pvt. Ltd., we provide premium stock broking and wealth management services built on over 30 years of trust, robust research, and smart technology.

    Our core philosophy — Clarity, Control, and Consistency — ensures that every investor experiences transparency, complete control over their portfolio, and steady long-term performance.

    From equities, derivatives, and commodities to mutual funds, IPOs, and algo trading, we offer a comprehensive suite of services tailored to retail, HNI, NRI, and corporate clients. Our proprietary platforms — BLOOM by ACA (modern trading app) and ACA MATH (analytics tool) — make investing seamless and insightful.

    Industries

    Financial ServicesImpact InvestingStock Exchanges

    Employee ratings

    7 reviews

    4.8/ 5

    Culture

    3.4

    Career growth

    4.0

    Work-life

    3.9

    Employees rate it well for

    Overall Company48Career Growth41

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