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Strategy & Sales Manager (Surety Bonds)

Strategy & Sales Manager (Surety Bonds)

ConfidentialGurugram, Gurgaon / Gurugram, India
6 days ago
Job description

About SafeTree

SafeTree is an insurtech intermediary pioneering innovative risk solutions in India. We are market leaders in niche covers such as IVF and tour operator liability insurance and are building an AI-powered Surety Bonds platform to support India's infrastructure and contracting ecosystem.

We are looking for a Strategy & Sales Manager to work directly with the Head of Strategy & Growth. This role will combine client-facing responsibilities, sales enablement, and strategic project support .

Key Responsibilities

  • Support the Surety Bonds vertical in lead generation, proposal preparation, and documentation from clients.
  • Coordinate with internal teams, underwriters, and clients to ensure smooth execution of bond issuance.
  • Assist in building and refining the AI-powered Surety Bonds tool , including data inputs, testing, and client adoption.
  • Conduct financial analysis on clients (balance sheets, ratios, project risk evaluation).
  • Manage stakeholder expectations with clear, professional communication and follow-ups.
  • Prepare presentations, reports, and strategic analysis to support sales and growth initiatives.
  • Provide support on strategy & growth projects across other business verticals.

Qualifications & ExperienceMust-Have

  • Bachelor's degree in Business, Commerce, Finance, Economics, or Engineering (MBA preferred).
  • 2–3 years of experience in financial services / banking / consulting / fintech / corporate roles.
  • Strong financial acumen with ability to interpret financial statements and metrics.
  • Experience in stakeholder management and professional client interaction.
  • Excellent communication skills with executive presence .
  • Proficiency in MS Excel & PowerPoint ; comfort with CRMs and digital tools.
  • Based in Gurugram / NCR .
  • Immediate joiners preferred .
  • Good-to-Have

  • Prior experience in insurance (sales, broking, or underwriting support) .
  • Exposure to insurance sales / business development .
  • Experience working in a startup / fast-paced environment .
  • What We Offer

  • Direct exposure to senior leadership and strategy at a high-growth insurtech.
  • Opportunity to work on India's first AI-powered Surety Bonds platform .
  • Steep learning curve across sales, strategy, and technology-driven insurance solutions .
  • A culture of ownership, innovation, and growth.
  • To know more please contact Sanidhya Kain at [HIDDEN TEXT]

    Skills Required

    Powerpoint, Ms Excel, Financial Analysis

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