Business Development Representative

At smallcase, we are changing how India invests. smallcase is a leading provider of investment products & platforms to over 10 million Indians. We're a young, driven team of 250+ headquartered in Bangalore, yet operate in a remote-first manner optimizing for flexibility & efficiency.

smallcase has been focused on offering innovative investing experiences & technology. Our platforms are used by over 300 of India's largest financial brands and most respected institutions. We are backed by world-class investors including top-tier funds (Sequoia Capital, Blume Ventures, Faering Capital, Premji Invest), institutions (DSP Group, Amazon, HDFC Bank) and notable operators (Nithin Kamath of Zerodha, Utpal Sheth of Trust Group, Tanmay Bhat) who believe in our mission of enabling better financial futures for every Indian.

We are looking for a Growth Manager based in Chennai to work with our broker partners to help their relationship manager teams to develop their knowledge & know-how around smallcases to achieve higher penetration for smallcases in their client base 

What you will do?

* Design & implement a calendar for different metro locations to deliver effective product, concept & trainings regularly

* Work as a POC to our channel partners to communicate, upskill & increase awareness & penetration in their client base

* Run campaigns at different levels to sensitize various branches/cluster/business heads to fulfil expanding product & process training needs

* Report RoI & performance on campaigns, training daily/weekly 

Come join us if you

* At least 4+ years experience in RM in asset management and mutual funds.

* Excellent communication, presentation & interpersonal skills, proficiency in English, Tamil, Hindi and Telugu.

* Strong knowledge of how investments in stocks, mutual funds work. Bachelor’s degree in finance, business would be preferred

* A growth & output-driven mindset to work in a flexible & fluid environment

* Open to travel extensively within the city

Culture at smallcase

We are not just building a business - we are making a long-lasting impact both in the wealth & assets landscape with our unique technology & expanding ecosystem. Over the last 8 years - our team, products, and platforms have grown - and so have our ambitions. Innovation remains at the heart of what we do. Our other core values are transparency, integrity & long-term thinking.

Our key asset has always been our people, and we empower individuals to build and do some of their best work in their lifetimes at smallcase. Flexibility, ownership and constant feedback loops are some of the ways we keep evolving the working environment and that reflects in one of the highest employee NPS scores in the industry.

Job Purpose

• Responsible for managing and driving a team of Virtual Relationship Managers (VRM) handling

portfolio of eligible Imperia & Preferred customers in order to achieve the targets set and that all

guidelines and regulatory requirements are followed.

• Ensuring that customers get world-class services and their needs are understood and met through

financial products that the Bank has to offer.

• Consistently meet portfolio objectives defined Viz. sales, income, group product holding etc.

• Ensure adherence to Operations process aimed at zero defect transaction processing & meeting the

Audit & Compliance guidelines.

• Responsible for managing, training and motivating staff.

• All of the above parameters consistently met by the team of VRMs.

• Income generation through a right blend of enhancement of CASA balance and through cross sell of appropriate products. So that the VRM becomes the top of the mind recall amongst the customers in the catchment for all their financial needs and services, thereby ensuring that the VRMs also achieves the key performance parameters set

Job Responsibilities(JR) : 6 – 8 Areas

Business Achievement and Development for VRM & Team

• Ensure proper scoping is done and target / niche customers identified with ACTIVE collaboration from concerned Product/Sales Support Teams

• Ensure that the targets on liability accounts, through the channel (Branch and direct sales), are met under all parameters specified.

o Meet value target for Liability Balances of the customers

o Ensure quality of sourcing is maintained and depletion rates are controlled.

o Ensure that Salary credits reach or exceed the expect Salary Credit targets

• Ensure that all managed portfolios are effectively managed through VRMs and that set targets on each of the portfolios is reached.

• Also, Team Manager has to ensure seamless servicing of customers.

• VRMs are made aware of the Scorecard targets & Portfolio Benchmark.

• Ensure that the High Net worth individuals are persuaded to avail the private banking products and services (advisory, etc.)

• Ensure that there is cross sell to the customer on asset products as offered by the Bank.

• Ensure that the customers get credit cards and start using the same for all their transactions- credit card activation push.

• Income to be generated at a customer level.

• Ensure that cross sell targets on Third Party Products is met for the Unit

• Ensure Staff are trained on product knowledge and requisite certifications

• Engaging with bottom 20% performers and identifying ares of improvement and demonstrating the How.

• Review Daily Sales Report of the staff and provide guidance on ways to improve on the same

• Managing and monitoring performance of all the sales resources

o Productivity of Liability and Non Liability sales staff

• Attrition control of customers

o Includes persuading the customer to continue and if required renew FD’s

§ Monitor large amount movements / account closure from the deposit accounts and ensure that customer does not attrite

o Ensure that the marketing analytics list on possible attrite, is called and retained

• Ensure that there is no revenue leakage

Customer Service / Customer engagement

• Plan monthly/ weekly/ daily contacts for the team of VRMs basis the contact policy & track implementation

of the interaction plan.

• Effective planning & implementation of event based trigger, birthday calls, campaign calls and other defined

objectives for customer contacts.

• Ensure that VRMs offers highest quality of service to the customers and meets expected Service Quality standard by educating the customers to use the Digital Banking mediums for their banking transactions /

needs. This is measured iva call evaluations and Sup

Reviews

• To review contact attempts versus successful contacts and analyze reasons for non-contactable customers.

• Ensure VRMs make regular contact with customers for service as well as business updates.

• Adequate logging of complaints, Reviewing & Resolving all complaints received (VRM, self, branch, other units) within the stipulated TAT

o Monitor all complaints received and ensure that they are closed within TAT

o Improve customer communication on closures

o Check with customers if the process of complaint has been managed well

o Ensure no escalations happen

o Preventive complaint management

o Asking for feedback from customers, who are not complaining

o Discussing with staff the importance of getting feedback from customers on a regular basis

• Periodic review of customer base i.e. Contactibility,

Eligibility, Product penetration & profitability. Take appropriate action to activate every customer / improve

the product penetration & profitability of the customer to become a Primary Banker for the customer.

• Carry out VoC to assess strengths and to ascertain possible improvement areas of the VRMs basis customer feedback. Take appropriate action- reward the VRM for appreciations/ corrective actions as required.

• Monitoring implementation of Sales Process.

Business Generation / Sales Tracking

• Track business generation and income for each VRM in the team on a daily basis, and take due steps.

• Review leads generated by each VRM and ensure real time lead status availability.

• Ensure VRMs actively track their leads, keep customer regularly updated on the lead status & complete the lead closure within a reasonable timeline, basis product.

• Tracking and highlighting possible customer issues on account of improper lead management.

Supervisory Reviews frequency to assess effectiveness of customer interactions by the VRM.

• Check profiling done by the VRM to ascertain effectiveness.

• Basis interaction logs captured by the VRM & discussions with the VRM, provide directional inputs on customer interactions & business generation.

• Demonstrate “how”.

• 220 Sup Reviews per month

Operations

• Conduct internal checks on a regular basis & share a feedback with VRMs on time to time.

o Lead file maintained by VRMs

o Requests captured by VRMs

o CRM Interaction

• Ensure seamless handling of operations areas such as customer requests, transactions, reversals etc.

• Handling queries of VRMs on floor and provide resolution.

• Ensure timely responses to customers through call out/ e-mail as applicable.

• Handle 1st level escalations and ensure satisfactory resolution to the grievances.

• Ensure judicious utilization of financial and non- financial authority.

• Carry out periodic checks to ensure team adheres to Audit & Compliance guidelines.

Audit and Service Quality

• Ensure all laid down system and process are followed as stipulated by Audit and Senior Management

• Monthly / Periodic Verification of Auditable items.

• Review of CRM Interactions & Lead Quality

 MIS - Reporting and Analysis :

• Ensure timely and accurate updates of all portfolio

performance parameters.

• Maintain track of VRM performance w.r.t leads, conversions, income, achievement of portfolio parameters etc.

 Staff Management

• Ensure that all VRMs are adequately trained on the

Products of the bank and sales process

• Ensure that all VRMs are trained on the process to be followed (including amendment with new circulars)

• Be aware and make VRMs aware of various policies of the bank with regard to customer service and compliance

• Monitor productivity and give guidance on improving the same in conjunction with the Line Manager / Unit Head.

• Ensure that all VRMs are sent for class room training on a regular basis

• Ensure that nominated VRMs attend training sessions conducted by HR, without fail.

Navtech (Navaratan Technologies):

Navtech is a premier IT software and Services provider. Navtech’s mission is to increase public cloud adoption and build cloud-first solutions that become trendsetting platforms of the future. We have been recognized as the Best Cloud Service Provider at GoodFirms for ensuring good results with quality services. Here, we strive to innovate and push technology and service boundaries to provide best-in-class technology solutions to our clients at scale. We deliver to our clients globally from our state-of-the-art design and development centers in the US, Hyderabad, and Pune.

We’re a fast-growing company with clients in the United States, UK, India and Europe. You will join a team of experienced Sales Leaders, Marketing professional whose mission is to impact above 100 million people across the world with technological services by the year 2030.

Navtech is looking for a Dynamic Business Development Specialist who will play an important part in building a strong employer brand. This is a fast-paced job and we are looking for a quick learner with excellent communication skills to fill this position.

Working as a Business Development Specialist at Navtech, you will:

1. Prospect, identify, and qualify potential clients within the Indian market who is in need of ERP solutions or digitize their business.
2. Conduct outbound calls, emails, lead generation and other outreach efforts to initiate conversations with decision-makers.
3. Conduct sales/product presentations to prospective customers by coalescing with stakeholders/product heads.
4. Understand industry specific needs, pain points, and business challenges to effectively position ERP software.
5. Collaborate with the leadership team to develop and execute targeted sales strategies that align with company goals and revenue targets.
6. Utilize CRM tools to track and manage sales activities, leads, opportunities, and customer interactions.
7. Conduct thorough research on target industries and companies to tailor sales pitches and presentations.
8. Attend industry specific meetings/events, trade shows, and networking events to establish relationships.
9. Work closely with the Leadership teams to continuously improve sales techniques and strategies through feedback and coaching.

Who Are We Looking For Exactly?

1. Bachelor's or Master’s degree in business, marketing, or a related field (or equivalent experience).
2. Excellent communication skills to effectively present findings to stakeholders. Languages (Excellent English speaking and writing skills. Any regional speaking language like Telugu/Hindi is preferred.)
3. Proven experience in ERP/CRM/SAAS/IT Sales, preferably B2B.
4. Persistent mentality with a demonstrated ability to visit, prospect, and close deals.
5. Communication, interpersonal and presentation skills, with the ability to build rapport and connect with potential clients.
6. Market research & Go to market attitude.
7. Self-motivated and goal-oriented individual who thrives in a target-driven environment.
8. Knowledge of any ERP tool is a plus.
9. Travel: 75% of work hours.

Note: Only male candidates preferred

Why Navtech?

1. Performance review, Incentives and Appraisal Twice a year.
2. Competitive pay package with additional bonus & benefits.
3. Medical Insurance covers for self & immediate family.
4. Work with a culturally diverse team from different geographies.
5. Exceptional learning opportunities and certification sponsorships.

About Us

We are an AI-Powered CX Cloud that enables enterprises to transform customer experience and boost revenue with our APIs by automating and analysing customer interactions at scale. We assist across multiple voice and non-voice channels in 30+ languages whilst coaching and training agents with minimal costs.

Problem we are solving

In comparison to worldwide norms, customer support in traditional contact centers is quite appalling, due to high number of queries, insufficient capacity of agents and inane customer support systems, businesses struggle with a multi-fold rise in customer discontent and bounce rate, resulting in connectivity failure points between them and customers. To address this issue, IITian couple Manish and Rashi Gupta founded Rezo's AI-Powered CX Cloud for Enterprises 2018 to help businesses avoid customer churn and boost revenue without incurring financial costs by providing 24x7 real-time responses to customer inquiries with minimal human interaction.

Responsibilities:

• Serve as the lead point of contact for all customer account management matters
• Build and maintain strong, long-lasting client relationships
• Negotiate contracts and close agreements to maximize profits
• Develop trusted advisor relationships with key accounts, customer stakeholders and executive sponsors
• Ensure the timely and successful delivery of our solutions according to customer needs and objectives
• Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders
• Develop new business with existing clients and/or identify areas of improvement to meet sales quotas
• Forecast and track key account metrics (e.g. quarterly sales results and annual forecasts)
• Prepare reports on account status.
• Good knowledge of SaaS and IT sales.
• Collaborate with sales team to identify and grow opportunities within territory
• Assist with challenging client requests or issue escalations as needed

Requirements and skills

• Proven work experience as an Account Manager, Key Account Manager, Sales Account Manager, Junior Account Manager or relevant role
• Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organization, including executive and C-level
• Solid experience with CRM software and MS Office (particularly MS Excel)
• Experience delivering client-focused solutions to customer needs
• Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail
• Excellent listening, negotiation and presentation abilities
• Strong verbal and written communication skills
• BA/BS degree in Business Administration, Sales or relevant field

Life at Rezo.AI

• We take transparency very seriously. Along with a full view of team goals, get a top-level view across the board with our regular town hall meetings.
• A highly inclusive work culture that promotes a relaxed, creative, and productive environment.
• Practice autonomy, open communication, growth opportunities, while maintaining a perfect work-life balance.
• Go on company-sponsored offsites, and blow off steam with your work buddies.

About IQnext:

We're revolutionizing the way buildings are managed, shifting them away from traditional facilities management to a smarter, data-driven approach. IQnext is an integrated, centralized platform that is disrupting buildings and real estate infrastructure with its new-age cloud-based solution, delivering long-term sustainability and operational efficiency that is scalable across portfolios.

Job Summary :

To achieve our ambitious goal, we are looking for a Business Development (BD) Manager who is proactive in nature and works in a pre-sales and sales role, and generates leads on his/her own using different methods (B2B portals, emails, cold calls) from the enterprise/channel customer segment.

Opportunity:

In this role, you will be responsible for driving new sales and the growth of IQnext in the channel/reseller segment. The person in this role will pioneer some of IQnext’s biggest deals by landing new logos and formalizing enterprise-wide relationships with companies via resellers/channel partners. You will gain knowledge and experience in the new age industry of SaaS and cloud.

In this role, you will report to the Head of Sales and Partnership & closely work with Cofounders.

Responsibilities:

• Identify potential customer targets from channel/reseller segments.
• Apply consultative sales skills to build relationships with channel/resellers to generate new business from their network -Close deals, acquire new customers, generate revenue

We’re looking for someone who:

• Is passionate about sales + technology.
• Has proven experience of 3-5 years in B2B / Corporate / Channel sales and selling tech-based products/solutions to business and technology stakeholders interacting with key decision makers.
• Has worked in the Commercial Real Estate segment and Selling experience in Facility Management Solutions, Building Management systems.
• Has experience in Pre-Sales & Sales.
• Team player, with excellent oral & written communication, and presentation skills and must be able to articulate technology & product positioning to both business & technical users.
• Has knowledge of the corporate/enterprise procurement process, decision-making criteria, processes they use, etc
• Is extremely motivated to succeed and is a problem solver.
• Knowledge of complex decision-making groups (or ability to grasp this quickly)
• Proven track record of planning sales pipelines.
• Well organized, analytical, detail-oriented, and quality-minded, able to eliminate sales obstacles through creative and adaptive approaches.

Benefits:

Incentive on sales

Medical Insurance (including dependants)

Employee Stock Options (ESOP)

• Conduct market research to identify selling possibilities and evaluate customer needs.
• Actively seek out new sales opportunities through cold calling, networking, and other possible sources.
• Set up meetings with potential clients and convert them to closures.
• Making Outbound Calls, generating new opportunities & nurturing the opportunities generated
• Follow up on leads and conduct research to identify potential prospects.
• Negotiate/close deals and handle complaints or objections.
• Work with the teams (External/Internal) to develop and grow the sales pipeline to consistently meet desired goals.
• Data-driven analysis with strong attention to detail and ability to execute within a matrix team structure.
• Sharing quotations to customers through email on real-time basis
• Communicating with customers on over phone & over email.
• Build strong relationships with clients to increase sales and customer satisfaction.
• Meet or exceed Monthly / Quarterly / Yearly sales targets by closing deals and negotiating contracts.
• Provide excellent customer service by responding to customer inquiries and resolving issues in a timely manner with collaboration of support team. Prepare and present proposals and demonstrations to clients.
• Prepare and submit sales reports and forecasts to management.

Intech offer a range of products aimed at delivering transformative state-of-the-art technology solutions, including Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics CRM, and Microsoft Azure. In addition, Intech also offers a range of complementary business solutions such as Microsoft SharePoint, Business Intelligence, Human Resources Solutions, and Mobility Solutions, which are integrated with the Dynamics suite to help enhance productivity for organizations.

As our team continues to expand each day, we are always looking to hire determined individuals keen to learn and grow within the organization. If you are interested to learn more about the organization, please visit our website (http://www.intech-systems.com/" target="_blank">www.intech-systems.com). 

Manager –Development is a dynamic professional who is well versed with process of Business to Business (B2B) and Business to Customer (B2C) sales. This individual needs to be excellent in strategic planning, and device strategies to achieve the desired goals. This person needs to be self-driven, goal oriented and passionate to achieve the Key Result Areas.

Job Responsibilities:

Required Qualifications/Skills:

About the role:

We are looking for a Dynamic Assistant Manager - BD who is a fully competent individual having knowledge/ experience in the sales process and functions, accountable for all sales activities, using a formal selling approach to expanding customer sales in the assigned geography.

Skill Sets:

Build & manage a team of BD executives/associates to achieve set targets in assigned geography.

Build partnerships with Dietitian/Nutritionists/Health Coaches/Doctors & people with similar profiles to drive business through referrals.

Conduct Health Check-Up drives across RWAs, Apartments, Corporate, Parks and all other potential palaces to acquire new users.

Co-ordinate with vendors (Printing/BTL etc) & all other stakeholders (Accounts/Marketing/Operations etc) to execute tasks.

Plan and keep track of KPIs/Revenue targets

Skills & Qualifications:

Strong commitment to sales & aggressively target driven

Minimum Bachelors degree with 3- 6years of relevant experience

Good communication in English & native language

Good team player as well as ability to work independently

Well aware of city's geography & Willingness to travel

Knows about BTL activities &Has basic computer knowledge

Preferred to have experience in Diagnostics, Pharma or Medical Industries

Excellent negotiation and team Management skill 

Proactive in bringing new ideas

Bonus points if :

Prior relevant experience in Healthcare / Lab / Diagnostics / Pharma industry