Assistant Manager - Client Retention & Placements
at A Financial Services Company
About Company
Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.
Roles & responsibilities:
• Key connect with Insurance Companies to procure competitive pricing and terms
• Timely and compliant placements of all lines of General Insurance Products
• Assisting the sales team to close business
• Client onboarding, retention & renewals, and servicing requirements
• Assisting onboard clients for all their new / renewal requirements
• Keeping customers updated on the latest products to increase sales.
• Preparing RFQ’s for all General Insurance requirements
• Retention – Manage servicing team for renewal retention; visiting clients for managing relationships; retention of existing policies/clients
Requirements:
Technical Skills:
• MS Office – Word, Excel, PowerPoint, and Outlook.
Education, experience & skills required:
• Graduate / MBA or relevant degree. Insurance degree would be an added advantage.
• Knowledge of insurance / General Insurance domain preferred.
• 2 to 4 years of experience in Insurance Broking / Placement & Retention.
• Excellent interpersonal and communication skills
• Proficient in all Microsoft Applications
• Superior product knowledge
• A team player with leadership skills
• Maintain a positive attitude focused on customer satisfaction.
Shubham Vishwakarma
Full Stack Developer - Averlon
Similar jobs
NodeJS (Node.js)
MongoDB
Express
JavascriptJob Title : Node.js Developer
Location : Gurgaon
Working Days : 5 Days
Experience : 3+ Years
Key Skills : Node.js, JavaScript, RESTful APIs, MongoDB, Express.js
Responsibilities :
- Design, develop, and maintain scalable Node.js applications.
- Implement APIs to integrate with front-end applications and third-party services.
- Optimize applications for maximum speed and scalability.
- Collaborate with cross-functional teams to deliver high-quality solutions.
- Ensure code quality and application reliability through testing and debugging.
Requirements :
- Strong proficiency in JavaScript and Node.js.
- Experience with frameworks like Express.js.
- Knowledge of databases such as MongoDB or MySQL.
- Familiarity with Agile methodologies and version control systems (e.g., Git).
- Excellent problem-solving skills and attention to detail.
Benefits :
- 5-day workweek for a healthy work-life balance.
- Competitive salary and opportunities for growth.
Hiring : Salesforce Vlocity (Industry cloud) + OmniStudio
and Order Management is plus
EXP- 8+ yrs
Shift timings : 9 Am To 7 PM
Location : Remote
Job Description:
Overall 6+ years of experience with 2+ years of experience with Vlocity implementation
Hands-on experience in Force.com platform using APEX, VisualForce, Process builders, flows
Experience with Salesforce Vlocity platform capabilities, including DataRaptors,
Integration Procedures, Calculation Matrices and Procedures, OmniScripts, various cards UI framework and building Vlocity custom Templates
Should have expertise in Salesforce.com standard functionality and features (Sales, Services, Community and Commerce clouds)
Working experience with Salesforce Lightning Aura and Lightning Web Component
Deployment of Omniscript from one environment to another environment
Hand-on experience on Integration, especially good Knowledge in JSON and how integration works in Vlocity
Good knowledge of omniscript UI modification, Building Vlocity custom Templates
Good experience in Salesforce configuration and mapping features to the business requirements
Should be comfortable working in Agile – user stories, features, story points.
Certification :
Vlocity Platform certification is mandatory and other industry certifications (CPQ, Order Management) are a plus
Salesforce Certifications are Mandatory
Elastic Search- Any programming knowledge (Python/ Java/ Scala)
- Good Experience Elastic search, Kibana, Logstash
- Knowledge on Dev Ops
- Preferable :- AWS or any cloud knowledge
- Ansible, Kibana any visualization tools
JOB LOCATION : India (Remote/Hybrid | Travel as required) EXPERIENCE : 5–8 Years
ROLE TYPE : Individual Contributors
REPORTING TO: Director of Sales
WORK TIMINGS : 6 PM to 2 AM IST
Responsibilities:
● Proactively identify and hunt for new business opportunities in the US market through inteligent prospecting across email, LinkedIn, cals, referrals, and other modern outreach channels.
● Research target accounts and inbound leads using AI-powered tools, market signals, and business data to identify pain points, opportunities, and decision-makers.
● Craft highly personalized and thoughtful outreach messages that resonate with prospects and initiate high-quality conversations.
● Conduct discovery cals to deeply understand client chalenges and tailor offerings accordingly.
● Build and maintain a healthy pipeline of qualified opportunities with weekly and monthly metrics.
● Own the sales process from initial contact to deal closure, working closely with pre-sales and delivery teams for solutioning.
● Stay updated with industry trends, buyer behavior, and emerging technologies to steer inteligent conversations.
● Maintain CRM hygiene, regularly update outreach activity and pipeline stages, and report on progress.
● Travel occasionaly to meet clients, attend events or conferences (mainly in the US).
Must-Have Skills :
● 6–10 years of proven experience in B2B technology services sales—preferably in enterprise application development, custom software, or digital transformation.
● Prior experience in seling to US-based clients from India is a must.
● Strong consultative sales skils with the ability to navigate complex enterprise environments and influence senior decision-makers.
● Tech-savvy with hands-on experience using tools like LinkedIn Sales Navigator, Apolo/ZoomInfo, HubSpot/CRM, AI email assistants, and sales automation platforms.
● Highly inteligent with excelent communication skils, strategic thinking, and an ability to ask the right questions.
● Self-driven and outcome-oriented with a strong sense of ownership.
● Wilingness to travel when required for on-site client meetings or trade show
Good to Have Skills:
● Exposure to key industries like Manufacturing, Healthcare, or BFSI.
● Familiarity with modern sales enablement tools and AI-driven prospecting platforms.
● Prior experience working in a startup or fast-growth environment.
Key Responsibilities
Instructional Design & Development
● Lead the end-to-end instructional design process to create engaging, scalable, and user-centric learning content.
● Develop training materials, including e-learning modules, videos, instructor-led training (ILT), virtual ILT (vILT), guides, and job aids.
● Ensure all training content aligns with adult learning principles, industry best practices, and company objectives.
SaaS Integration Training
● Design and deliver training programs focused on SaaS platform integration, API usage, and customization workflows.
● Translate complex technical concepts into clear, actionable learning solutions for both technical and non-technical audiences.
● Collaborate with product and engineering teams to stay updated on platform updates, integration capabilities, and best practices.
Leadership & Collaboration
● Manage and mentor a team of instructional designers, ensuring quality and consistency in deliverables.
● Act as the primary point of contact for stakeholders to assess training needs and define learning objectives.
● Collaborate with customer success, product management, and marketing teams to align training with customer journeys.
Technology & Tools
● Utilize authoring tools such as Articulate Storyline, Adobe Captivate, or similar to create e-learning modules.
● Leverage Learning Management Systems (LMS) to manage and distribute content effectively.
● Integrate multimedia elements, interactive simulations, and assessments into training materials to enhance engagement.
Metrics & Improvement ● Monitor and evaluate the effectiveness of training programs through learner feedback, performance data, and completion rates.
● Continuously iterate on learning content to improve quality and relevance.
● Collaborate with various internal teams (e.g., engineering, product, marketing, support) to incorporate customer insights and real-world use cases into training content, ensuring that all learning solutions meet both business and customer needs.
● Align training content with business and customer success goals, ensuring measurable impact on product adoption, customer satisfaction, and retention. Regularly assess the effectiveness of training programs to optimize learning outcomes and business results.
● Utilize an agile instructional design approach to quickly adapt training content in response to evolving product features, customer feedback, and business requirements. Regularly update and improve course materials to keep pace with product updates.
● Oversee project timelines, resource allocation, and delivery of training initiatives to ensure on-time, high-quality outputs. Manage competing priorities and coordinate with stakeholders to maintain project alignment.
Required Qualifications
● Bachelor’s degree in Instructional Design, Education, or a related field (Master’s preferred).
● 9+ years of experience in instructional design, with at least 3 years in a leadership role.
● Proven experience in creating training for SaaS platforms, particularly in integration and API-based workflows.
● Strong knowledge of adult learning principles, instructional design methodologies, and learning technologies.
● Proficiency with authoring tools (e.g., Articulate 360, Adobe Captivate), video editing tools, and graphic design software.
● Familiarity with LMS platforms and SCORM-compliant content.
React.jsJavascript
Redux/FluxSkills: In-depth knowledge of JavaScript, CSS, HTML, and front-end languages.
Knowledge of REACT tools including React.js, Redux, Mongo DB,Node.JS
Experience with browser-based debugging and performance testing software.
Work From office only
NodeJS (Node.js)
Go Programming (Golang)What you will be Doing
- You will abstract away complex data interactions with easy-to-use APIs that will power several mobile and web applications.
- You will also own, scale, and maintain the computational and storage infrastructure for the various micro-services and long-running jobs, designed and implemented by you and the team.
- We will look to you to make key decisions on the technology stack, architecture, networking, and security. We love working with bleeding-edge technology, especially if it improves the malleability, and simplicity of our deliverables.
What you need
- The ideal Backend Engineers are polyglots who are fluent in HTTP and core CS concepts such as algorithms, data structures, and programming paradigms, and always pick the right tools for the right job.
- They have a keen eye for common security vulnerabilities and how to act on them (example: DDOS attacks, SQL Injection etc.).
- They understand what it takes to work in a startup environment and know when to trade performance for simplicity.
- They fail fast, learn faster, and execute in time.
- Strong communication skills, get-things-done attitude, and empathy
- Strong sense of ownership, drive and obsessive attention to detail.
- Comfortable with iterative development practices and code reviews
- Previous experience as part of a product-oriented team is a plus
Technical Skillsets:
NodeJS + Javascript, GoLang, Typescript + Nodejs, Clojure/Haskell/F#/Scala (languages/environments)
Koa, Express, Play (frameworks)
Asynchronous Programming Frameworks (Akka, Nodejs, Tornado)
MongoDB, postgres, Bigtable, Dynamo (databases)
Apache Kafka, NATS, RabbitMQ, ZeroMQ (queues)
FunctionalProgramming, FRP (functional reactive)
microservices, multi-tenant, distributed-systems, distributed-computing, event-sourcing
Good to have Skillsets:
Clojure/Haskell/F#/Scala
Apache Kafka, NATS
FunctionalProgramming, FRP (functional reactive)
event-sourcing
Koa
Why you should consider this role seriously?
- We have an audacious vision of helping companies fight counterfeiting and managing their supply chain more efficiently
- We have built a product and solved problems for some of the largest brands in the country and tested platform at scale (With our tags present in over 50 Million products already). We have plans to grow 10x in the next 1 year
- Ownership of key problems. Fast-paced environment
- We are a well-balanced team of experienced entrepreneurs and are backed by top investors across India and the Silicon Valley (Venture Highway, Startup Buddy etc.)
- Competitive market salary
- Opportunity to work directly with the CEO, COO, CTO of the company
- A chance to interact with top-notch executives from multiple industries
- Open vacation policy (and we really mean it!)
- Open Pantry
- As a team, we love to travel :). An off-site every quarter
Planning to Apply? Consider this:
Make sure you go through this section very carefully before applying. Here are the most crucial aspects on which we evaluate on:
1: FIT: “We’re on a crusade for something greater than any one of us”!
We are a tight-knit team that works and plays together where ‘fit’ is the most important point that you need to keep in mind while evaluating us- we will be spending a majority of our time together, in office, on calls, even weekends (sometimes) so you’ll really need to assess whether this is the right place for YOU to be in. Are you able to relate to or feel passionate about the problems we’re solving?
2: INTENT: “You won’t just be working with us, you would be investing in us!”
‘Why’ do you want to work with us? Why an early stage startup? Why Original4Sure? We are an industrious team, working tirelessly to achieve our goals so the work hours will be long and with it will come with a steep learning curve. Joining an early stage startup also means you’ll be asked to take on new things with little guidance and you’ll have to figure stuff out on your own, and in doing so, help shape the future of the company. Does that sound scary, exciting, both?
3: CAPABILITY: “Get work done!”
As long as you are working as hard as you can and giving it your best all day, every day, we will get along just fine. No one ever built one of the most valuable businesses in the World without the core team having to make a few sacrifices along the journey. It could be lesser time spent with your family or loved ones or finding lesser time to do to watch TV shows! But that's a call you need to make.
Java
Spring BootType: Full Time
About Numen (https://numenhealth.com):
Numen Health is a Health-tech company with a goal to reimagine healthcare in India. Through an amalgamation of our healthcare team with the power of AI and the Internet of Things (IoT), we make healthcare easier and accessible through a data-based preemptive approach. Our mission is to facilitate change in the healthcare industry by moving from a reactive approach to a proactive one.
We are a wonderful, young team with experience in scaling up Indian and international businesses from the ground up. We are looking for like-minded and enthusiastic people who are passionate about making a lasting difference and want to help us revolutionize the way healthcare is delivered to a billion Indian!
Our Vision:
To shift the healthcare ecosystem from a ‘Sick-care' approach to a ‘Holistic-healthcare' approach. We aim to do that by enabling doctors and caregivers to move from treating ailments to employing a data-based,
preemptive approach.
About Product:
We offer preventive healthcare programs to individuals to improve their health. These plans are crafted in consultation with their treating doctor and a dedicated care team remotely monitors the progress in real[1]time. For doctors, Numen is a virtual facility to cater to all of their patient’s needs, remotely.
Why Join?
At Numen, you have the opportunity to make tangible changes to the existing healthcare systems in India
making it preventive and affordable. By joining the Numen team, you get to be part of a young, dynamic
team that is passionate about making a change and a fast-paced environment with multiple opportunities to
learn and grow.
Job Overview:
Numen Health is looking for Tech Lead to join our Engineering team and lead all stages of the software product development life cycle. This will include analyzing system and user requirements, designing software flowcharts, writing clean Java code, troubleshooting bugs, and running tests to improve system functionality.
If you are a person who has proficiency in Java technologies, good analytical skills, the ability to design software systems and anticipate issues, and frame remedial actions with excellent teamwork skills; We
would like to speak to you.
Responsibilities:
1. Design, develop, scale, and maintain backend services in Java
2. Collaborate with the engineering and product team to discuss project definitions and goals.
3. Work on individual priorities, deadlines, and deliverables.
4. Improve reliability, scalability, observability, and security of the backend systems.
5. Write simple, efficient, and maintainable code
6. Function well in a fast-paced, rapidly changing environment
7. Ensuring best coding standards and practices to improve and maintain quality.
Requirements:
8. Bachelor/Master degree in CS or related field from a reputed college
9. Sound knowledge of Java technologies.
10. Solid grip on the programming basics like DS and algorithms, OOPS.
11. Experience with software design and application programming
12. Understanding & experience with software design patterns, restful APIs, and microservice
architecture
13. Experience with software design and application programming
14. Strong debugging skills
15. Exposure to CI/CD and Test-Driven Development
16. Nice to have are Unix / Linux, database SQl / NoSQL, Java Spring, working knowledge on
scripting (Perl, Shell Scripting).
Prior Experience:
17. 5 - 8 years of experience in java development
18. A hustler with the capability to think out of box and hence prior experience with Startups would
be a plus.
19. Understanding or Experience in Health-Tech is good to have
20. Good To have a Team Lead / Mentorship Experience.
C++JavaNote: No Work from home
Required skills and experience
Should have 2+ years of development experience in C++.
Prefer someone with experience of VC++ and MFC.
Strong Object Oriented Design skills & C/C++, VC++ programming Skills
Experience on MFC based GUI designing preferred
Experience on developing applications on Dialog based, MDI, and SDI architectures
Experience on developing win32 or MFC based DLLs and Libraries
Hands-on experience in implementing multi-threaded applications
Amazon Web Services (AWS)Java
Follow CutshortShubham Vishwakarma
Full Stack Developer - Averlon