Insurance Specialist

1 week ago

Navi Mumbai, Maharashtra, India Vedant Finserv Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Vedant Finserv, a high-growth, Client-centric, AMFI-awarded boutique financial services firm with ₹400+ Cr AUM, is seeking a driven and knowledgeable
Business Development Manager – Insurance
to lead our insurance vertical.

This role is critical to expanding our insurance solutions across life, health, and general insurance for HNIs and NRIs. Success in this role means building strong institutional relationships, identifying client protection gaps, and closing high-quality insurance deals in a compliant and ethical manner.

Responsibilities

  • Build and manage a robust pipeline of insurance leads (life, health)
  • Conduct need analysis, design insurance solutions, and pitch to prospects across geographies
  • Maintain relationships with insurers, TPAs, underwriters, and service partners
  • Ensure 100% compliance with IRDAI and AMFI guidelines
  • Work closely with the Client Partner and Financial Planning teams to integrate insurance in holistic plans
  • Track policy renewals, claims, servicing, and drive persistency metrics
  • Maintain MIS dashboards and prepare monthly business reports

Qualifications
Comfortable working in a performance-driven, ethical, client-first culture

  • Bachelor's degree in any discipline (MBA/Finance/Insurance certifications preferred
  • )Minimum 2-5 years of experience in insurance sales (agency/broker/bankassurance/IFA channels
  • )Proven track record of closing complex case
  • sStrong interpersonal and communication skill
  • sUnderstanding of IRDAI regulations and insurance products (term, ULIP, annuity, health indemnity, etc.

)

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