Associate Manager

Job Title: RM– Loan Against Property

Department: Retail Asset

Role: Relationship Manager

Job Description:

- Acquisitions of business through DSA, CA, connectors, or Direct channel or other open market channel.

- Ensure superior customer service & TAT delivery to end consumer.

- Will be responsible for the cross sell of Bank’s Liability and Revenue products.

- Will be responsible for the Monthly assigned sales targets.

Required Profile:

- Should have 5+ years of experience in overall and minimum 3years in LAP product.

- Prior sales exposure in asset product are a must.

- Job entails understanding of basic financial terminology and application – Balance sheet, P&L

- Channel handling experience

- Job requires good communication and relationship skills.

Primary Responsibilities:

• Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.
• Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers.
• Drive overall growth in liabilities and investment products within the HNI segment.
• Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).
• Develop and expand customer relationships for both liability and retail asset products.
• Inform clients about new products and enhancements to deepen and broaden banking relationships.
• Ensure portfolio profitability by cross-selling and up-selling across the Bank’s product suite.
• Manage segment-wise customer migration to enhance profitability and optimize service delivery.

Additional Responsibilities:

• Deliver a superior service experience that exceeds the expectations of clients.
• Proactively identify potential problem accounts and implement risk-mitigating strategies.
• Ensure customer migration across sub-segments is managed smoothly and aligned with Bank policies.
• Promote and drive usage of digital and alternate banking channels to improve client convenience and reduce operational costs.
• Accurately and consistently record all sales and client engagement activities in the CRM system.
• Ensure strict compliance with regulatory and internal policies, especially in customer onboarding and account management.
• Foster long-term client relationships through trust, transparency, and proactive engagement

Position: Corporate Sales Manager –

Mutual Fund Role Overview The role involves engaging with Corporate, HNI, UHNI and Retail clients to provide customized investment advisory solutions, manage key relationships, and drive business growth.

Depending on experience, the incumbent will be responsible for one or more activities related to client acquisition, surplus management, financial advisory, relationship development, and marketing of investment products.

This position requires strong client-facing abilities, strong understanding of financial products, and the capability to deliver high-quality, insights-led advisory services.

Key Responsibilities

● Understand client requirements and recommend investment products aligned with financial objectives and risk profile.

● Advise Corporate, HNI, and Retail clients on surplus fund management and portfolio suitability.

● Stay updated on financial markets, economic conditions, and investment product offerings.

● Meet corporate clients (primarily Treasury, Finance & Accounts teams), HNIs, and retail prospects to introduce SPA’s wealth and advisory services.

● Generate business leads, evaluate enquiries, and propose effective investment solutions.

● Identify and develop relationships with strategic partners to expand outreach and opportunities.

● Manage client relationships end-to-end, ensuring proactive engagement and personalized service.

● Retain and expand the existing client base through structured follow-ups and consistent value delivery.

● Ensure timely resolution of post-sales service issues and continuously explore cross sell/up-sell opportunities.

● Work closely with internal research, product, and marketing teams to develop relevant investment ideas and marketing collateral.

● Enhance SPA’s visibility and recall as a preferred wealth advisor among Asset Management Companies and Clients.

● Maintain professional conduct and ensure high service quality to meet and exceed client expectations.

Skills & Experience

● Minimum 8 years of experience in sourcing and managing HNI clients in wealth management or related financial services.

● Strong understanding of Equity and Debt Capital Markets, mutual funds, insurance, and structured investment solutions.

● Familiarity with global markets and international investment products will be an added advantage.

● High level of comfort with technology platforms, digital tools, CRM systems, and AI assisted advisory workflows.

● Excellent communication, presentation, negotiation, and relationship management skills with strong proficiency in English.

Qualifications & Certifications

● Degree in Finance with qualifications such as CA / CFA / MBA / PGDM and a strong academic background.

● Mandatory NISM / AMFI certifications.

● Certifications in FinTech, AI in Finance, Data Analytics, or Digital Wealth Management will be considered a strong bonus.

● Existing strong client relationships will be given due weight. Remuneration Compensation will be as par with the best in the industry, with an attractive performance linked variable structure.

Location: Janakpuri, New Delhi

About Us: We are not just an AD agency or a creative agency, we are a Communication Company. Founded in 2014, Moshi Moshi is a young, creative, gutsy, and committed communication company that wants its clients to always Expect the EXTRA from it. Our primary clientele consists of Startups and corporations like Ola, Zoomcar, Mercedes Benz, ITC, Aditya Birla Group, TATA Group, MTV, IHCL, Jaquar, Sobha, Simple Energy, and Godrej amongst others. We have a huge team of creative folks, marketers, learners, developers, and coders who believe Moshi Moshi is an experience rather than a company.

Job Role: Sales Manager

Experience Level: 2+ years

Location: Mysore

Job Description: As a Sales Manager in our Real Estate Division, you will be responsible for driving sales by following up on leads generated through our online campaigns, nurturing prospective clients, and guiding them through the property purchase process. Your primary goal will be to convert prospective leads into buyers by providing expert guidance, arranging site visits, showcasing properties of our clients, and closing sales, all while maintaining the unified communication which reflects the brands value and positioning.

Responsibilities:

Lead Follow-up &. Nurturing:

Timely reach out to leads generated through online campaigns via calls, emails, or messages. Maintain regular contact to build relationships and trust.

Client Engagement:

Understand client requirements, preferences, and budgets to engage rightly.

Property Site Visits:

Schedule and conduct property visits, showcase features and benefits of property to prospective buyers promptly.

Sales Conversion:

Help clients through the sales process, negotiate terms, and close deals effectively.

Documentation & Coordination:

Assist clients with documentation, paperwork, and coordinate with internal teams and clients to ensure a smooth transaction.

Market & Product Knowledge:

Stay updated on different property listings, market trends, and competitors to provide accurate information and advice to customers.

Reporting:

Maintain detailed records of client interactions, follow-ups, and sales pipeline. Provide feedback to the management for overall strategy improvements on regular basis.

Requirements & Qualifications

Educational Qualification:

Bachelor's degree in Business / Marketing.

Experience:

3-4 years of proven sales experience, preferably in real estate.

Key Skills:

o Excellent communication and interpersonal skills

o Strong negotiation and convincing abilities

o Self-motivated and target-driven mindset

o Ability to work independently and as part of a team

Additional Requirements:

o Valid driving license and willingness to travel for site visits

o Willingness to work on weekends

o Ability to handle multiple leads and prioritize effectively

Compensation & Benefits

Competitive salary as per industry standards

Attractive commission structure based on sales performance

Opportunities for career growth and professional development

Be part of dynamic and fast paced team

Generate home loan leads through open market activities.

 Build and maintain strong relationships with real estate builders, brokers, and connectors.

 Ensure a consistent flow of quality leads through business networking.

 Meet prospective customers, understand their financial requirements, and guide them on suitable home loan products.

 Coordinate with internal teams and customers to ensure smooth loan processing and timely disbursement.

 Achieve monthly sales targets while maintaining high customer satisfaction.

 Keep track of market trends and competitor activities. 

Qualification: MSc IT or MCA or BMS with MBA in Sales/Marketing

Experience: 6+ years of enterprise sales experience in BFSI technology / SaaS / fintech / lending tech sales.

Role Overview

We are looking for a Senior BDM - Enterprise Sales with deep experience in BFSI (Specifically Lending) who has independently driven mid-to-large ticket technology deals from prospecting to closure, while also growing and managing strategic enterprise accounts.

Products To Be Sold

Loan Origination System (LOS) - goOriginate (https://credility.in/goOriginate) and its modules.

Key Requirements

Proven track record of:

● Independently closing enterprise BFSI deals

● Handling long sales cycles (3-9-12 months)

● Selling Fintech or Lending Tech Product/ Solution Skill Set

● Added advantage if sold Loan origination system or Onboarding system or CRM.

● Driving revenue expansion through new business logos, cross-sell and up-sell.

● Building long-term CXO relationships within enterprise accounts

● Enterprise solution selling & consultative sales

● Key Account Management & relationship expansion

● Account mining and revenue expansion strategies

● Strong negotiation & commercial acumen

● Stakeholder & objection management and Strong gap analysis

● Lending domain understanding

● CRM discipline & forecasting accuracy

● Strong executive communication & presentation skills

Roles and responsibilities

1. Deal Ownership & Closures

● Own end-to-end enterprise sales cycle: discovery → solutioning → demos → commercials → negotiation → closure (will be supported by Business Head).

● Close mid-to-large ticket deals (Avg. 1 Cr p.a or 4 Crs for 3 Yrs to 5 Yrs TCV deal size ).

● Understand lending workflows.

● Create account penetration strategies for targeted HFCs and NBFCs to get New business logo or Upsell/ Cross sell.

● Build a strong pipeline through outbound prospecting, strategic networking events, referrals, and inbound opportunities.

● Engage CXOs and senior stakeholders across Lending functions (Business, IT & Management).

● Position value-based selling around ROI, operational efficiency, compliance, and scalability.

2. Pipeline Generation & Forecasting

● Maintain accurate sales forecasting, deal stage hygiene, and CRM updates.

● Consistently deliver quarterly and annual TCV targets.

● Track account growth metrics, new logo, renewal forecasts, and expansion pipeline

3. Commercials, Negotiation & Contracting

● Lead pricing discussions, discounting logic, and value justification.

● Close commercial negotiation while protecting margin and long-term account value.

● Drive enterprise deals to final stages negotiating multi-year legal contracts.

Job Summary:

The role will be responsible for maintaining and enhancing long-term relationships with property owners, tenants, and corporate clients. The role involves ensuring customer satisfaction, handling service requests efficiently, coordinating with internal departments, and driving retention and referral growth for the Property Management business.

Key Responsibilities: 

Customer Relationship & Communication

• Act as the primary point of contact for property owners and tenants.
• Handle all customer queries, feedback, and complaints with prompt and professional responses.
• Maintain regular communication with clients to update on property status, maintenance activities, and tenancy details.
• Build strong relationships through personalized engagement and proactive service.

Service Coordination

• Liaise with internal teams (maintenance, renting, finance, and legal) to ensure smooth service delivery.
• Ensure timely resolution of service tickets and customer issues.
• Coordinate tenant move-ins, move-outs, and periodic property inspections.
• Follow up on maintenance and repair works and communicate updates to clients.

Data & CRM Management

• Maintain updated records of customer interactions, service requests, and resolutions in the CRM system.
• Track customer satisfaction levels and suggest improvements in service delivery.
• Prepare and share periodic reports on customer engagement, feedback trends, and retention metrics.

Retention & Growth

• Support initiatives for customer retention, renewals, and referral generation.
• Contribute to the development of client loyalty programs in paying rent on time from client.

Operational Support

• Assist in on boarding new property owners and ensuring documentation compliance.
• Work with the finance team to manage invoicing, payment follow-ups, and related customer communication.

Telecalling & Customer Support

• Make outbound sales and follow-up calls.
• Answer inbound customer inquiries promptly.
• Resolve customer complaints efficiently.
• Explain product or service features clearly.
• Achieve daily and monthly call targets.

Key Skills & Competencies:

• Excellent communication and interpersonal skills
• Customer-centric mindset with problem-solving attitude
• Ability to multitask and manage multiple client accounts
• Proficiency in MS Office & maintaining Google docs.
• Basic understanding of property management processes
• Strong coordination and follow-up skills
• Attention to detail and professionalism

Qualification & Experience:

• Any Graduate
• 1–3 years of experience in customer relationship management, preferably in property management, real estate, Hospitality management or facility management sectors. Mandatory experience in Telecalling.

Customer Relationship Executive – Outbound

Location: Ghansoli, Navi Mumbai

Work Mode: Work From Office (WFO)

Experience: 6 Months – 1 Year (Outbound Calling / Sales – Mandatory)

Education: Graduate in any discipline

CTC: ₹26,000 per month

In-Hand: ₹22,000 per month

Working Days: 6 Days a Week

Weekly Off: 1 Day

Shift: Rotational shifts between 8:00 AM – 8:00 PM

About the Process

The Wealth Mutual Fund outbound process involves engaging with customers to promote Mutual Fund products, explain portfolio options, drive conversions, and support customers throughout their wealth-related journey.

Key Responsibilities

• Make outbound calls to customers to explain Mutual Fund offerings under the Wealth portfolio.
• Understand customer investment goals and align suitable Mutual Fund products accordingly.
• Build and maintain strong customer relationships through professional communication.
• Deliver high-quality sales pitches and handle customer objections effectively.
• Maintain accurate CRM documentation and follow-up records.
• Meet sales, productivity, and call quality targets consistently.
• Ensure adherence to compliance, regulatory norms, and audit requirements.

Required Qualifications & Experience

• Graduate in any discipline.
• 6 months – 1 year of experience in an outbound calling or sales process is mandatory.
• Excellent English communication skills.
• Strong verbal communication and persuasion skills.
• Ability to drive sales through advisory-based conversations.
• Good understanding of Wealth / Mutual Fund processes is preferred.
• Ability to handle customer objections confidently.
• Target-driven, self-motivated, and disciplined.
• Basic computer proficiency for CRM and documentation.

Additional Benefits

Joining Bonus – ₹10,000 for NISM 5A Certified Candidates

• ₹5,000 after successful completion of 30 days.
• ₹5,000 after successful completion of 60 days.

Selection Process

• Versant Score: 4 & 5
• HR Round
• Operations Round

Important

Candidates should be comfortable working from the Ghansoli, Navi Mumbai office and working in rotational shifts within the 8:00 AM – 8:00 PM window.

Sales Manager / Sales Executive – Real Estate

Company: Varshitha Realty

Role: Sales Manager / Sales Executive

Job Type: Full-Time

Compensation: Incentive-Based Model

 Job Responsibilities

* Generate and follow up with potential customers.

* Understand customer requirements and suggest suitable properties.

* Explain project details, pricing, and other property information.

* Coordinate and arrange *site visits* for interested customers.

* Accompany customers during site visits and explain the project.

* Maintain regular follow-ups with interested customers.

* Build good relationships with clients.

* Convert leads into successful sales.

* Achieve assigned sales targets.

* Earn attractive incentives for every successful sale.

 Skills Required

* Good communication and convincing skills.

* Basic knowledge of sales and customer handling.

* Positive attitude and willingness to learn.

* Ability to follow up consistently.

* Target-oriented and self-motivated.

* Willingness to travel for site visits.

* Real estate sales experience is an advantage.

 Incentive Structure

This is currently an incentive-based opportunity with no fixed salary. Earnings are based on successful sales, with attractive incentives/commission.

Interested candidates can contact HR – Varshitha Realty for further details

Build and maintain strong, long-term relationships with existing and prospective clients.

Understand client requirements and recommend appropriate products or services.

Act as the primary point of contact for assigned clients.

Regularly follow up with clients to ensure satisfaction and identify new business opportunities.

Generate leads through referrals, networking, calling, and other business development activities.

Achieve assigned sales, revenue, and relationship-management targets.

Handle client queries, concerns, and escalations professionally and ensure timely resolution.

Coordinate with internal teams to ensure smooth service delivery.

Maintain accurate records of client interactions, follow-ups, and sales activities.

Identify opportunities for cross-selling and upselling.

Prepare and share periodic client and sales reports with management.

Stay updated on company offerings, industry trends, and competitor activities.