About the role
MANDATORY REQUIREMENTS
• 7+ years of experience in Business Development, Corporate Sales, or Transaction Risk Insurance within an insurance broking or related environment
• Strong network with Private Equity funds, Investment Banks, Corporate M&A teams, Law Firms, and Financial Advisors
• Proven track record of originating and converting Transaction Risk / PEMA opportunities into revenue
• Good understanding of M&A transactions and Transactional Insurance products such as Warranty & Indemnity (W&I), Tax Liability, and Contingent Risk Insurance
ABOUT THE CLIENT
Our Client is one of India's leading IRDAI-licensed Composite Insurance Brokers, operating across corporate insurance, employee benefits, reinsurance, and risk advisory. They work with large corporates to design insurance programs, manage complex risks, and provide end-to-end claims support across industries such as infrastructure, manufacturing, energy, real estate, and healthcare
JOB ROLES & RESPONSIBILITIES
• Drive business development and revenue growth for the Private Equity & M&A (PEMA) practice by identifying and converting transaction-related insurance opportunities.
• Build and maintain strong relationships with Private Equity funds, Investment Banks, Corporate M&A teams, Law Firms, Financial Advisors, and Strategic Investors.
• Engage with clients on live and recently closed M&A transactions to position transaction insurance solutions that protect buyers, sellers, and investors.
• Identify opportunities for Warranty & Indemnity (W&I), Tax Liability, Contingent Risk, and other transaction risk insurance products.
• Collaborate with internal placement, underwriting, and technical teams to structure customized insurance solutions for complex transactions.
• Lead client discussions, presentations, and negotiations to secure new mandates and expand the transaction insurance portfolio.
• Manage the end-to-end sales cycle, from opportunity identification and client engagement to policy placement and account management.
• Develop strategic relationships with key market participants to generate repeat business and referral opportunities.
• Monitor M&A market activity, industry trends, and emerging investment opportunities to build a strong business pipeline.
• Achieve assigned business development, revenue, and client acquisition targets while strengthening the firm's presence in the PEMA market.
QUALIFICATION & EXPERIENCE
• Bachelor's degree in Business, Finance, Commerce, Economics, Insurance, or a related field.
• MBA or professional qualifications in Finance or Insurance will be an added advantage.
OTHER DETAILS
Reporting To: Business Head
Industry Target: Insurance Broking
Work Model Arrangement: Onsite