Senior Executive

1 day ago

The Head Queensland, Australia Jainam Share Consultants Pvt. Ltd. Full time $90,000 - $120,000 per year

Jainam Broking Limited

  • 2 hours ago

Location

Head Office

Department

Wealth Gardian - Insurance - JBL

Employment Type

Full-time

Applications Received

0

Closes On

17 Nov, 2025

JD – Senior Executive – B2B –Wealth Guardian

Key Responsibilities

  • 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.

Qualifications

  • 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)

Skills & Competencies

  • 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.

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