Business and marketing head

Key Responsibilities

• Inside Sales & Lead Conversion
• Engage with incoming leads from social media, website, email, and WhatsApp.
• Understand customer packaging needs and recommend suitable solutions.
• Prepare quotations, proposals, and follow up for closure.
• Outbound Calls & Lead Generation
• Reach out to prospective B2B clients from provided databases or sourced leads.
• Initiate conversations, qualify prospects, and schedule meetings for the sales team.
• Social Media Lead Follow-Up
• Track and manage inquiries from platforms like Instagram, Facebook, and LinkedIn.
• Respond to DMs and comments professionally and promptly.
• Maintain lead tracker and ensure timely follow-up communication.
• CRM & Reporting
• Maintain accurate records of leads, follow-ups, and deal status in CRM.
• Provide weekly updates on lead funnel and conversion metrics

What We're Looking For

• 4-6 years of experience in inside sales, telemarketing, or lead follow-up (preferably in packaging, manufacturing, or B2B services).
• Preferably a female candidate for this role.
• Good in mining data or leads through searches and online database tools
• Good and convincing communication skills to create opportunities from leads,
• Able to quickly learn about our products and basic technical aspects.
• Good in CRM and having experience in the same
• Proficiency in using CRM tools, Google Sheets, and social media platforms.
• Self-motivated, persuasive, and target-driven.
• Organized with good time management and follow-through.

Organisation: A Fintech startup in Mumbai.

Responsibilities:
● Work in close coordination with senior management to define strategy and targets for FI Partnerships
● Develop the pitch, collateral, presentations and other supporting material to adequately demonstrate risk/reward for the Financial Institution partners
● Generate leads pipeline (inbound and outbound) and implementation plan
● Lead and prepare presentations to Financial Institutions
● End to end management of the process for acquiring partners for the platformincluding conclusion of commercials, legal agreement, system integration etc
● Coordination with internal teams like Legal, Credit Risk, Product etc and with external teams of the Bank or Financial Institutions
● Progressively reduce financing cost profile across the platform and NBFC
● Work on arranging for debt funds for the NBFC from other Financial Institutions
● Work with Banking partners to actively participate in joint marketing and other efforts to drive customers both from open market and existing customers of thepartner
● Work with the external stakeholders to develop products and new markets, identifybusiness opportunities
● Track and improve on conversion from leads to closure
● Manage relationships and help resolution of issues in case of any with the Financial Institutions &Regular reporting of performance
● Develop deep relationships with Financial Institutions like Banks, NBFCs etc

Education: Tier1/ Tier 2 college candidates preferred.

Qualifications: knowledge of financial products (esp lending and credit) and regulatory environment

Ideal Experience in an NBFC, Bank (preferably on corp banking sales) or FI business development role in other Fintech companies

Position – Customer Service Executive (Chat/Email Process)

As a Customer Service Executive (Chat/Email), you will be responsible for providing excellent customer service and support. The ideal candidate will have strong communication skills, be able to work independently, and have a positive attitude. If you have a passion for helping others and providing exceptional customer service, we want to hear from you!

Customer Service Executive Duties:

· Respond promptly and professionally to customer inquiries received through email and chat platforms.

· Provide accurate information and support to customers, addressing their concerns and resolving any issues they may have.

· Maintain a high level of customer satisfaction by delivering exceptional service and exceeding customer expectations.

· Ensure timely and effective follow-up on customer queries and escalations to ensure satisfactory resolution.

· Demonstrate strong written communication skills, including proper grammar, punctuation, and attention to detail.

· Maintain a thorough understanding of company products, services, policies, and procedures to provide accurate and up-to-date information to customers.

· Collaborate with internal teams to resolve customer issues and improve overall customer experience.

· Meet or exceed productivity and quality standards set for the role.

· Maintain customer data and records accurately in the designated systems. 

Candidate Qualifications & Skill Requirements 

· Candidate should ideally have 2 - 5 years of experience in the similar profile  

· Graduate (Any)

· Previous experience in customer service or a similar role is preferred.

· Strong written communication skills in English, including excellent grammar, punctuation, and spelling.

· Proficiency in typing with a high level of accuracy and speed.

· Ability to multi-task and effectively manage time in a fast-paced environment.

· Good problem-solving skills and the ability to think critically.

· Excellent interpersonal skills with a customer-centric approach.

· Proficiency in using computers and knowledge of email and chat platforms.

Website:

We were founded by graduates from IIM-Calcutta, IIT Kharagpur, with past experience working with the Boston Consulting Group, Operations & Product Management domain and folks with 3x start-up experience. We are well funded and are backed by the

• Orchestrating digital content strategies across all online platforms
• Driving traffic and engagement that translates to sales and brand promotion
• Managing a content marketing budget
• Measuring the results of marketing activity to inform future marketing campaigns
• Managing a team of writers, illustrators and data analysts
• Implementing SEO best practices
• Knowing which platform different kinds of content are best suited to
• Designing and implementing creative marketing strategies to disseminate content

• 4+yrs of experience with Email Marketing tools such as Mailchimp, SendinBlue, Sendgrid etc.
• Experience with online community building
• Data-driven and highly analytical
• Proficiency with Google & social media Analytics
• Time management skills
• Experience in working with Start-ups
• Excellent written and verbal communication

3 best things about the job -

• A great opportunity to learn and develop yourself, immense career growth
• Be part of the most entertaining core team you will find
• Flexibility and complete ownership of your work

Responsibilities:

• Draft proposal portions such as introduction, overview, project approach, and cover letter
• Draft proposal template to hand off to subject matter expert and writing teams
• Develop and execute consistent company identity through document templates, letterhead, and logo usage
• Lead proposal team on RFP, RFQ, award submittals, and roster application responses
• Synthesize proposal materials into final client-ready package
• Maintain proposal milestones schedules like issue and review dates, kickoff meetings, and due dates.
• Engage in proposal sections coordination, final formatting, assembly, packaging, and delivery.
• Ensuring documents are secure and up to company standards
• Facilitating the proposal review process

What you will bring:

• Responsible for coordinating proposals
• Coordinate and maintain team documentation efforts for responses to RFPs
• Analyze requirements and ensure that proposals meet requirements
• Edit and rewrite proposals, including creating templates and boilerplate text
• Draft proposals and communicate across teams to get input and meet deadlines

• Hands-on experience with salesforce CPQ
• Judges the trade-offs with technology and feasibility and makes choices that fit the constraints of the project.
• Serves as the technical expert on Appirio projects focused on Salesforce.com, vlocity and the Force.com platform.
• Designs and implements business technology solutions focused on cloud-based business applications, specifically, Salesforce.com.
• Direct involvement and/or oversight of developing business requirements, specifications, process flows, application design, application configuration, testing and deployment.
• Works directly with clients to lead projects, facilitates business process analysis sessions, develops and delivers key components of technology solution.
• Provides mentoring and guidance to other team members, including offshore team members.
• Conducts business with the utmost professionalism including:
• Fulfills commitments consistently on-time and proactively escalates commitments that are in jeopardy. 
• Attends meetings on time, always.   
• Judges the tradeoffs with technology and feasibility and makes choices that fit the constraints of the project.
• Familiar with project management fundamentals and fulfilling the project management role on projects.
• Direct involvement and/or oversight of developing business requirements, specifications, process flows, application design, application configuration, testing and deployment. 
• Works directly with clients to lead projects, facilitates business process analysis sessions, develops and delivers key components of technology solution. 
• Provides mentoring and guidance to other team members, including offshore team members. 
• Confident and willing to challenge a customer and guide the customer towards the appropriate solution for their needs and push back if a customer is asking for solutions that aren't in their best interest.
• Ability to guide customer towards creative uses of standard cloud software functionality to meet business requirements instead of simply relying on custom code solutions. 
• Travels to client site as required.  
• Generates timely status reports, time tracking, and expense reports.
•  
• Understand platform limitations and design alternatives to work around limitations
• Ability to split time between many projects at once
• Identify when business requirements conflict with technical capabilities
• Provide constructive feedback to project teams
• Monitor technical deliverables for consistent quality as well as compliance with Appirio standards
• Partner with project managers to monitor project status and risk areas
• Perform the most advanced design and development tasks