Insurance Sales Specialist

Job description 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

Strong interpersonal and communication skill

Understanding of IRDAI regulations and insurance products (term, ULIP, annuity, health indemnity, etc.