Business Developer

Core Duties and Responsibilities

1. Lead Generation and Business Development
   1.1 Identify and research prospective corporate clients across relevant industries, travel-intensive functions, and geographies.
   1.2 Build and maintain a qualified pipeline through cold outreach, email campaigns, LinkedIn/social selling, industry events, and referrals.
   1.3 Qualify leads based on travel volume, geography, risk profile, existing coverage, and decision-making hierarchy.
   1.4 Maintain CRM discipline by logging activities, updating lead status, forecasting opportunities, and tracking conversion metrics.
   1.5 Conduct structured needs assessments for corporate travel programs (domestic/international, frequency, destinations, traveler demographics).

2. Quotation and Proposal Management
   2.1 Prepare customized quotations with multiple plan options.
   2.2 Present proposals to stakeholders (Procurement, Finance, HR, Travel Desk) and handle technical queries.
   2.3 Manage revisions, approvals, and validity timelines for quotations.

3. Policy Booking and Issuance
   3.1 Collect KYC/company documentation, traveler details, and declarations as per compliance requirements.
   3.2 Accurately complete proposal forms and obtain necessary signatures/consents.
   3.3 Process premium payments, reconcile amounts, and issue policy documents, endorsements, and certificates.

4. Account Management and Client Servicing
   4.1 Act as the primary point of contact for client HR, Travel Desk, and Finance teams for all servicing needs.
   4.2 Support claims initiation by guiding clients on documentation, timelines, and emergency assistance procedures.
   4.3 Coordinate with claims teams and assistance providers to expedite resolution and update clients.
   4.4 Ensure adherence to IRDAI/DoI regulations, AML/KYC norms, data privacy, and audit requirements.
   4.5 Maintain complete and accurate records — proposals, quotes, communications, policy schedules, and claim logs.
   4.6 Ensure marketing and client communications comply with approved product literature and disclosures.
   4.7 Stay updated on sanctions lists, travel advisories, and high-risk region protocols.

5. Reporting and Analytics
   5.1 Track sales KPIs such as leads, conversions, pipeline value, average deal size, and retention.
   5.2 Train client travel coordinators on policy usage, issuance workflows, and emergency procedures.
   5.3 Stay updated on competitor products, pricing, and emerging travel risks (pandemics, geopolitical, natural disasters).
   5.4 Participate in product and compliance training; obtain and renew required licenses or certifications.
   5.5 Improve sales collateral, scripts, and FAQs to enhance client understanding and close rates.

6. Customer Experience and Retention
   6.1 Conduct onboarding sessions for new corporate clients and their travelers.
   6.2 Implement SLA-driven response and turnaround times for quotes and servicing.
   6.3 Drive proactive renewals through early reviews, benchmarking, and program enhancements.
   6.4 Gather feedback, resolve issues promptly, and promote satisfaction and referrals.

Key Skills and Qualifications

1. Strong B2B sales and relationship management skills; proven ability to engage CXO, HR, Procurement, and Travel Desk stakeholders.

2. Good understanding of travel insurance products, underwriting basics, and claims processes.

3. Excellent communication, presentation, and negotiation abilities.

4. Proficiency with CRM tools, MS Office/Google Suite, and reporting dashboards.

5. High attention to detail, strong compliance orientation, and effective problem-solving in time-sensitive situations.

• It is a Full Time Sales / Business Development job for candidates with 0 - 1 years of experience.

More about this Business Developer job

1. What is the eligibility criteria to apply for this Business Developer job?
   Ans: The candidate should be Graduate and above and above with 0 - 1 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹20000 - ₹23000 per month that depends on your interview. It's a Full Time job in Mumbai.
3. How many working days are there for this Business Developer job?
   Ans: This Business Developer job will have 6 working days.
4. Are there any charges applicable while applying or joining this Business Developer job?
   Ans: No, there is no fee applicable for applying this Business Developer job and during the employment with the company, i.e., Btw Financial Services & Imf Private Limited.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Business Developer role?
   Ans: There is an immediate opening of 30 Business Developer at Btw Financial Services & Imf Private Limited
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Sales / Business Development job.
8. What are the timings of this Business Developer job?
   Ans: This Business Developer job has 10:00 AM - 07:00 PM timing.