Channel Sales Manager

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

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

Duties and Responsibilities

1. Build, lead, and motivate large teams, fostering a growth mindset and high performance
2. Develop and execute business strategies aligned with the company's vision to drive revenue, client acquisition, and market share expansion
3. Lead new account acquisition, product development, and management of the existing product suite
4. Build and maintain strong relationships with key clients, providing regular advice on market opportunities and trading strategies
5. Innovate and leverage technology for new product launches and cost optimization.
6. Ensure high levels of customer experience and satisfaction.
7. Analyze market trends, customer feedback, and competitor activities to identify new business opportunities and cross-selling avenues
8. Oversee day-to-day operations, ensuring efficiency and regulatory compliance across all channels
9. Present and implement plans for client base and revenue growth, operational efficiency, cost optimization, and digitization
10. Helping clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
11. Prepare and present investment and portfolio reports to clients, and conduct meetings or presentations as needed
12. Achieve revenue and client activation targets through effective advisory and relationship management
13. Attain through knowledge about stock market terms and trading practices

Job Description :

We are looking for an experienced Sales Manager to drive international sales.. The role involves managing global clients, generating new business, and working closely with marketing and product teams to grow revenue across international markets.

Key Responsibilities

• Manage and grow international client accounts
• Generate new leads and close deals.
• Handle end-to-end sales cycle: prospecting, pitching, negotiation, and closure
• Build strong relationships with global customers and partners
• Work with marketing teams on lead generation and campaigns
• Identify new international markets and business opportunities
• Maintain sales pipeline and reports using CRM tools
• Meet monthly and quarterly sales targets

Required Skills & Experience

• 4–5 years of experience in international sales or business development
• Experience selling IT services, SaaS products, or AI solutions
• Strong understanding of sales and marketing fundamentals
• Excellent communication and negotiation skills
• Experience working with overseas clients and time zones
• Familiarity with CRM tools (HubSpot, Salesforce, Zoho, etc.)

Preferred Skills

• B2B sales experience
• Knowledge of digital marketing and lead generation
• Experience with US, UK, Europe, or Middle East markets

Why Join Us

• Work with cutting-edge IT / SaaS / AI products
• Exposure to global clients and markets
• Performance-based incentives and growth opportunities
• Fast-growing and collaborative work environment

Are you someone who loves building relationships, owning the sales cycle, and turning opportunities into successful partnerships?

We’re looking for a driven, hands-on Sales Manager to join our growing team and take ownership of the sales journey — from identifying the right prospects to closing high-value deals.

🔍 What We’re Looking For?

• 3+ years of experience in B2B sales
• Strong track record in lead generation, client engagement, product demos, and deal closures
• Ability to independently manage the entire sales funnel
• Experience working with BFSI, FinTech, SaaS, or enterprise clients is preferred
• Strong understanding of consultative and solution-led selling
• Excellent communication, negotiation, and relationship-building skills
• A strong ownership mindset with a focus on revenue and outcomes

🎯 What You’ll Own?

• Own the complete sales cycle — prospecting → discovery → demos → negotiations → closure
• Identify and engage with key decision-makers across target accounts
• Understand customer challenges and position the right solution to address their business needs
• Build, manage, and consistently grow a healthy sales pipeline
• Drive meaningful conversations with CXOs and senior stakeholders
• Work closely with Pre-Sales, Product, and Customer Success teams to convert opportunities
• Maintain strong relationships with prospects and customers throughout the sales journey
• Take ownership of revenue targets and contribute directly to the company's growth

🌟 Why Join Us?

If you're someone who thrives in a fast-paced environment, enjoys solving customer problems, and gets excited by closing deals and creating real business impact, we'd love to hear from you. Come join us and be a part of a team that's building innovative solutions for the BFSI and lending ecosystem and transforming the way credit decisions are made.

Job Title: Wealth Manager

Location: Bengaluru

Department: Wealth Management

Employment Type: Full-Time

About the Role

We are looking for a highly driven, client-centric, and entrepreneurial Wealth Manager to acquire and manage High-Net-Worth Individuals (HNIs), Ultra-HNIs (UHNIs), family offices, corporates, and affluent investors. In addition to driving individual business growth, this role will play a key part in building and mentoring a high-performing wealth management team.

The ideal candidate will combine strong investment advisory expertise with leadership capabilities to grow client relationships, expand the business, and develop a team of Wealth Managers and Relationship Managers.

Key Responsibilities

Client Acquisition & Relationship Management

* Acquire new HNI, UHNI, corporate, and affluent clients through networking, referrals, and strategic partnerships.

* Build and maintain long-term relationships by providing tailored investment advice and exceptional service.

* Understand clients’ financial objectives, liquidity needs, risk appetite, and investment horizon.

* Present investment opportunities across unlisted debt products such as invoice discounting and asset leasing 

Business Development

* Own and achieve monthly, quarterly, and annual revenue, AUM, and investment targets.

* Expand the client base through strategic partnerships, referrals, and market networking.

* Identify new business opportunities and contribute to the growth of TAP’s wealth management business.

Team Leadership & People Management

* Recruit, interview, and onboard Wealth Managers and Relationship Managers in partnership with the HR team.

* Build and develop a high-performing wealth management team aligned with business goals.

* Coach, mentor, and support team members on client acquisition, investment advisory, relationship management, and sales excellence.

* Set individual and team performance goals and monitor progress through regular reviews.

* Drive productivity, accountability, and a performance-oriented culture.

* Conduct regular training sessions on investment products, market trends, compliance, and consultative selling techniques.

* Support succession planning and identify high-potential talent within the team.

Qualifications

* Bachelor’s degree in Finance, Commerce, Business Administration, Economics, or a related field.

* MBA (Finance) preferred.

* NISM, CFP, CFA, or equivalent certifications are an added advantage.

Experience

* 3–10 years of experience in Wealth Management, Private Banking, Investment Advisory, Capital Markets, or Financial Services.

* Demonstrated success in managing HNI/UHNI clients and consistently achieving revenue targets.

* Prior experience leading, hiring, or mentoring sales or wealth management teams is highly preferred.

* Strong understanding of fixed-income products and alternative investments.

Required Skills

* Deep knowledge of fixed-income and alternative investment products.

* Strong leadership, coaching, and people management skills.

* Proven ability to build, manage, and motivate high-performing teams.

* Excellent relationship management and consultative selling skills.

* Strong business development, networking, and negotiation abilities.

* Analytical mindset with sound financial acumen.

* Excellent communication and presentation skills.

* Proficiency in CRM systems, Microsoft Excel, and financial planning tools.

Key Performance Indicators (KPIs)

* Revenue generated

* Assets Under Management (AUM)

* Investment volume closed

* New client acquisition

* Client retention and repeat investments

* Team revenue and productivity

* Hiring and successful onboarding of team members

* Team retention and employee development

* Cross-selling and upselling performance

* Customer satisfaction (NPS/CSAT)

Area Sales Manager (ASM)

Fintech | Digital Payments | Field Sales

Job Type: Full-Time

Work Mode: Field-Based / On-Site

Experience: 1–5 Years

Location: Andhra Pradesh | Telangana | Karnataka

Salary: ₹20,000 – ₹28,000 per month + Performance Incentives

ABOUT THE ROLE

• We are looking for a highly motivated and target-oriented Area Sales Manager (ASM) to drive business growth and sales performance across the assigned territory.

• The ASM will be responsible for managing field sales operations, leading the sales team, developing merchant and retailer networks, acquiring distributors and business partners, and achieving assigned sales targets.

• The ideal candidate should have hands-on experience in the Fintech / Digital Payments industry and a strong understanding of field sales, B2B/B2C business development and channel management.

KEY RESPONSIBILITIES

Sales & Business Development

● Develop and execute sales strategies to achieve monthly and quarterly business targets.

● Drive business growth across the assigned territory through effective field sales activities.

● Identify new markets, business opportunities and potential partners.

● Generate leads and convert prospects into active merchants, retailers and business partners.

● Drive both B2B and B2C sales as per business requirements.

Team Management

● Lead, manage and motivate Field Sales Executives within the assigned area.

● Set clear sales targets and monitor individual and team performance.

● Conduct regular field visits and support the team in customer/merchant acquisition.

● Identify performance gaps and provide appropriate guidance and training.

● Ensure consistent achievement of daily, weekly and monthly sales targets.

Merchant & Channel Management

● Build and expand a strong network of merchants, retailers, distributors, dealers and channel partners.

● Develop and maintain long-term relationships with existing business partners.

● Identify and onboard new distributors and retail partners.

● Monitor merchant activation, transaction activity and business performance.

● Support partners with product information and basic operational requirements.

Market Development

● Conduct regular market visits to understand local business opportunities.

● Identify potential markets and expand the company's presence within the territory.

● Monitor competitor activities, market trends and customer requirements.

● Provide timely market feedback and suggestions to management.

Reporting & Coordination

● Track daily sales activities, lead generation, onboarding and team performance.

● Prepare and submit regular sales and market reports.

● Coordinate with internal teams to resolve partner and customer-related issues.

● Ensure proper follow-up on leads and business opportunities.

FINTECH PRODUCT KNOWLEDGE

• Candidates should have good working knowledge of fintech and digital payment products such as:
• AEPS – Aadhaar Enabled Payment System
• DMT – Domestic Money Transfer
• mATM / MATM – Micro ATM
• Cashout / Cash Withdrawal
• Mobile & DTH Recharge
• BBPS – Bharat Bill Payment System
• Bill Payment & Digital Payment Services
• Corporate Cards Solutions

Experience with additional fintech products will be an advantage.

REQUIRED SKILLS & EXPERIENCE

● 3–5 years of experience in Fintech, Digital Payments, BFSI or a related sales environment.

● Strong experience in Field Sales and Area/Territory Sales Management.

● Proven experience in B2B and B2C sales.

● Experience in team handling and field sales team management.

● Experience in merchant, retailer, distributor or dealer acquisition.

● Strong understanding of channel sales and business development.

● Good lead generation, conversion and relationship management skills.

● Strong communication, negotiation and presentation skills.

● Target-oriented approach with strong execution capability.

● Good understanding of local market dynamics.

● Basic English communication along with the relevant regional/local language.

● Willingness to travel extensively within the assigned territory.

WHAT WE ARE LOOKING FOR

• The ideal candidate is someone who can build business from the ground up, manage a field sales team, develop strong channel relationships and consistently deliver sales targets.
• Candidates with existing experience in AEPS, DMT, Micro ATM, Cashout, Recharge, BBPS or other digital payment/fintech products are preferred.

COMPENSATION

₹20,000 – ₹30000 per month + Performance-Based Incentives

Compensation may vary based on relevant experience, skills and location.

LOCATION

Andhra Pradesh | Telangana | Karnataka

Work Nature: Area Sales Manager / Territory Management

Travel: Required within the assigned area

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.

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

1. About the Role

We are looking for a Channel Sales Executive to drive business growth through channel partners, resellers, consultants, agencies, referral partners, and direct sales opportunities in the Indian market.

The role will be responsible for identifying and onboarding new partners, developing partner relationships, generating qualified sales opportunities, supporting partners throughout the sales cycle, and contributing to revenue growth.

The ideal candidate should be confident in B2B technology sales, comfortable working with sales targets, and capable of building strong relationships with partners and customers.

2. Key Responsibilities

A. Partner Acquisition & Channel Development

• Identify and approach potential channel partners, resellers, consultants, agencies, and referral partners.
• Build and maintain a strong pipeline of prospective partners across India.
• Evaluate potential partners based on market reach, customer base, sales capability, and business alignment.
• Conduct partner outreach, presentations, negotiations, and onboarding.
• Maintain regular communication and engagement with existing partners.
• Support the development of a structured partner onboarding and activation process.

B. Partner Sales & Revenue Generation

• Generate sales opportunities through channel partners.
• Work with partners to identify prospects and convert qualified leads into customers.
• Support partners in customer meetings, product demonstrations, proposals, negotiations, and deal closures.
• Follow up consistently on partner-generated opportunities.
• Track partner-wise sales performance, pipeline, and revenue contribution.
• Work toward achieving assigned monthly and quarterly sales targets.

C. India Direct Sales

• Handle direct sales opportunities from the Indian market when required.
• Manage inbound and outbound leads through calls, emails, LinkedIn, and other sales channels.
• Conduct discovery calls and understand customer requirements.
• Deliver product presentations and demonstrations.
• Handle pricing discussions, objections, negotiations, and follow-ups.
• Build relationships with SMB, mid-market, and growth-stage companies.

D. Partner Enablement & Support

• Train and guide partners on product positioning, pricing, use cases, target customers, and sales pitches.
• Provide partners with relevant sales materials, demo resources, and product information.
• Help partners identify suitable customer opportunities.
• Conduct regular partner follow-ups and performance review meetings.
• Coordinate with internal teams to resolve partner and customer queries efficiently.

E. Sales Pipeline & CRM Management

• Maintain accurate records of partners, leads, opportunities, activities, and deal stages.
• Update CRM regularly with partner information, sales activities, follow-ups, and forecasts.
• Track lead-to-opportunity and opportunity-to-customer conversion.
• Maintain accurate sales forecasts and pipeline information.
• Prepare weekly and monthly sales reports covering partner acquisition, active partners, pipeline, closures, and revenue.
• Identify gaps in the sales pipeline and take corrective action.

F. Market Development

• Identify potential industries, regions, customer segments, and partner opportunities within India.
• Monitor customer requirements, competitor activities, pricing, and market trends.
• Participate in industry events, webinars, partner meetings, and networking activities.
• Generate ideas and initiatives to increase channel-led sales and market penetration.
• Share relevant market insights with the sales and management teams.

3. Key Performance Indicators (KPIs)

The performance of the Channel Sales Executive will be evaluated based on:

• Number of new partners identified and onboarded.
• Number of active and revenue-generating partners.
• Monthly/quarterly sales revenue.
• Achievement against assigned sales targets.
• Direct sales contribution.
• Sales pipeline value and coverage.
• Customer/partner engagement and follow-up effectiveness.
• CRM accuracy and reporting discipline.

4. Candidate Profile

Education

• Bachelor's degree in Business Administration, Marketing, Sales, Management, or a related field preferred.

Experience

• 1-2 years of experience in channel sales, partner sales, B2B sales, SaaS sales, software sales, cloud technology, or related technology sales.
• Experience working with resellers, consultants, agencies, referral partners, distributors, or other channel partners will be preferred.
• Experience in the Indian B2B market is highly desirable.

Required Skills

• Strong communication and interpersonal skills.
• Good sales, negotiation, and relationship-building abilities.
• Ability to identify and develop new business opportunities.
• Strong follow-up and lead-conversion skills.
• Ability to conduct product presentations and demonstrations.
• Target-oriented and commercially driven approach.
• Good understanding of B2B sales processes.
• Ability to manage multiple partners and sales opportunities simultaneously.
• Strong CRM discipline and reporting skills.
• Comfortable working in a fast-paced, startup/growth-oriented environment.

5. Preferred Competencies

• Channel/partner network in the Indian market.
• Experience selling SaaS or technology products.
• Existing relationships with SMB and mid-market businesses.
• Experience with CRM platforms such as HubSpot, Salesforce, Zoho CRM, or similar tools.
• Strong prospecting and outbound sales capabilities.
• Ability to work independently and take ownership of assigned targets.