Client Partnership - Sales

Role Overview

We are looking for a Senior BDM – Enterprise Sales with deep experience in BFSI (Banks, NBFCs, HFCs, Fintechs) who has independently driven large-ticket SaaS / technology deals from prospecting to closure.

The role demands ownership of the full sales cycle, strong stakeholder management, and the ability to navigate complex enterprise buying processes involving CXOs, Risk, IT, Compliance, and Procurement teams.

Key Requirements

Proven track record of:

●     Independently closing enterprise BFSI deals

●     Handling long sales cycles (3–9 months)

●     Working with banks, NBFCs, HFCs, or large fintechs

●     Experience selling CRM, Loan Origination Systems (LOS), Loan Management Systems (LMS), Collections & Recovery Platforms, Workflow Automation, Risk Management, Digital Lending, Customer Engagement, Contact Centre, Field Force Automation, or other Enterprise BFSI software solutions.

• Ability to engage with CXOs and senior stakeholders across Business, Operations, IT, Risk, Compliance, Procurement, and Digital Transformation teams.

Skill Set

●     Enterprise solution selling & consultative sales

●     Strong negotiation & commercial acumen

●     Stakeholder & objection management

●     · Strong understanding of BFSI processes including lending, CRM, customer lifecycle management, collections, risk, compliance, digital transformation, and workflow automation.

●     CRM discipline & forecasting accuracy

●     Strong executive communication & presentation skills

Roles and responsibilities

1. Enterprise Deal Ownership & Closures

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

●     · Independently manage and close enterprise technology deals with an individual deal value of ₹1.5 Cr+ TCV, while driving commercial negotiations and executive stakeholder alignment.

●     Drive deals to final stages including legal, procurement, InfoSec, and commercial negotiations.

2. BFSI Account Penetration

●     Build and manage relationships with CXOs, Heads of Collections, Risk, Operations, IT, Legal & Compliance.

●     Understand BFSI lending, collections, recovery, legal, and compliance workflows.

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

3. Pipeline Generation & Forecasting

●     Build and maintain a strong qualified enterprise pipeline (own sourcing + strategic inbound).

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

●     Consistently deliver quarterly and annual TCV targets.

4. Commercials, Negotiation & Contracting

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

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

Preferred Industry Background

Candidates from organisations selling Enterprise CRM or BFSI software solutions such as CRM Platforms, LOS, LMS, Collections Platforms, Contact Centre/CCaaS, Workflow Automation, Customer Engagement, Digital Lending Platforms and Enterprise SaaS serving Banks, NBFCs and HFCs.

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.

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

HIRING: CORPORATE SALES – DIRECT B2B

Locations: Delhi / Mumbai

Industry: General Insurance / Insurance Broking

We are hiring Corporate Sales professionals to drive new business acquisition and revenue growth across Large Corporate and SME accounts.

Key Responsibilities:

Acquire new Large Corporate and SME clients through direct B2B business development.

Generate new business and achieve assigned revenue and profitability targets.

Build and maintain a strong pipeline through direct market development, networking, referrals, and industry connections.

Develop long-term relationships with CXOs, CFOs, HR Heads, Finance Heads, Procurement Teams, and Business Owners.

Understand client requirements and provide suitable insurance and risk management solutions.

Drive cross-selling, up-selling, client retention, and portfolio growth.

Coordinate with underwriting, placement, claims, servicing, and operations teams.

Manage the complete business development cycle from prospecting to closure.

Monitor sales performance, revenue, collections, and portfolio profitability.

Maintain compliance with company policies and applicable insurance regulations.

Relevant Insurance Products:

Employee Benefits

Group Mediclaim / GHI / GMC

Group Personal Accident / GPA

Group Term Life

Property Insurance

Marine Insurance

Liability Insurance

Cyber Liability

Directors & Officers Liability

Professional Indemnity

Product Liability

Other Commercial and Specialty Insurance

Candidate Profile:

Proven experience in Corporate/B2B Sales within General Insurance, Insurance Broking, Insurance Consultancy, or Risk Advisory.

Strong direct market and new business acquisition experience.

Experience in EB, Non-EB, or both is acceptable.

Group Insurance experience such as GHI/GMC/GPA is preferred.

Candidates from Direct and Non-Retail Insurance Sales backgrounds are preferred.

Strong corporate/SME client network.

Candidates with revenue targets and incentive-driven sales experience will be preferred.

Qualification:

Graduate in any discipline.

MBA/PGDM in Marketing, Sales, Finance, or Insurance will be an advantage

Job Opening: Sales Manager (SaaS / RegTech)

Client: Leading RegTech and compliance solutions company in India

Industry: Software (SaaS) / Compliance & Payroll Services

Location: Chennai

Role Overview

We are looking for an accomplished sales professional for our client's Chennai location. You will open doors in a defined territory and be responsible for achieving revenue targets from the prospective customer base.

Key Responsibilities

• Generate new business through cold calling and outreach.
• Follow up with prospects and arrange demos and meetings.
• Build and maintain strong knowledge of the products, industry competitors, and market trends and needs.
• Forecast, manage, and report on pipeline and sales activity.

Requirements

• Minimum 5 years of software or services sales experience in the IT industry.
• Experience selling SaaS, compliance, HRMS, or payroll products and services is highly desirable.
• Excellent written and verbal communication.
• Strong presentation skills, with the ability to manage influential clients and C-level customers across corporates.

About the Client

The client is a leading Regulatory Technology (RegTech) company in India that helps organizations across the country with ease of doing business. It offers a multi-tenant SaaS platform (web and mobile) backed by a comprehensive, near real-time legal and compliance database. It also provides compliance and payroll outsourcing services, with an in-house team of legal, compliance, and payroll experts serving clients across India.

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

💼 Corporate Sales (B2B) – Insurance

📍 Location: Mumbai / Delhi

💰 Experience: 6–10 Years

Role:

Drive B2B sales by acquiring corporate & SME clients and selling commercial insurance solutions.

Key Responsibilities:

• New client acquisition & revenue generation
• Build pipeline via networking & references
• Consult CXOs on risk & insurance solutions
• Cross-sell & manage key accounts

Products: Property, Marine, Employee Benefits, Liability Insurance

Requirement:

• Experience in Corporate Sales / Insurance / Financial Services
• Strong client network & negotiation skills

Sales Representative

We seek a skilled and driven Sales Representative who excels in a fast-paced sales environment. This

individual will contribute to the attainment of lead acquisition and conversion goals by engaging in

calls, collaborating with channel partners, visiting prospective clients in-person and generating

interest while qualifying prospects.

Responsibilities:

1. Establishing connections with company CXOs through LinkedIn, understanding their needs, and

initiating initial discussions with the relevant channel head.

2. Conducting daily calls to follow up on generated leads, both inbound and outbound, to

assess their qualification.

3. Handling both inbound and outbound calls to evaluate lead qualifications.

4. Comprehending client requirements and effectively presenting product

offerings.

5. Qualifying leads and forwarding them to the respective stakeholders.

Requirements:

1. Demonstrated expertise in handling incoming and outgoing calls.

2. 0 to 1 years of sales experience, preferably in the Fintech sector.

3. Proven track record in successful lead generation.

B2B sales experience is essential.

4. Fundamental knowledge of business banking and lending products.

5. Proficient in managing a high volume of calls daily with a strong phone

presence.

6. Familiarity with CRM systems, such as Freshworks or equivalent.

7. Exceptional verbal and written communication skills.

Effective listening and presentation capabilities.

8. Ability to multitask, prioritize, and efficiently manage time.

9. Previous experience in a financial organization is

advantageous.

Position Overview:

We are seeking a high-impact Senior Sales Manager to lead the Data Protection solution sales in the India for a premier technology firm specializing in cybersecurity, data protection, and cloud

infrastructure solutions.

This is a strategic, client-facing role that demands a deep understanding of enterprise security

challenges and a proven ability to sell complex, consultative solutions across sectors such as Banking,

Fintech, Healthcare, Pharmaceuticals, and Technology.

Core Responsibilities:

• Drive new business acquisition and revenue growth for solutions including Encryption, Cloud Key

Management, Secrets Management, IAM, IGA, and Certificate Lifecycle Management

• Engage directly with CxOs, CISOs, Infrastructure Managers, and technical decision-makers to

position Federate as a trusted advisor

• Develop and execute a go-to-market strategy, pipeline, and sales forecasts for the region

• Lead the full sales cycle: prospecting, needs assessment, solutioning, proposals, and closures

• Collaborate cross-functionally with pre-sales, marketing, delivery, and technology partners

• Keep abreast of industry trends, competitive landscape, and evolving compliance mandates

(GDPR, HIPAA, RBI)

Who You Are:

• A senior sales professional with 10+ years of enterprise IT or cybersecurity solution sales

experience

• Demonstrated success in closing high-value deals in India’s regulated sectors

• Deep domain knowledge of data protection technologies and the enterprise security stack

• Strong network and proven relationships with CxO and Director-level stakeholders

• A self-driven, consultative, and strategic seller with exceptional communication and negotiation

skills

• Engineering or technical degree required; MBA preferred

Why Join Us:

• Work at the forefront of enterprise security innovation

• Partner with leading technology vendors and solution providers

• Competitive base salary + performance-based incentives

• Opportunity to shape a fast-growing practice with regional leadership potential

About Discover Dollar

Discover Dollar helps large enterprises recover lost profit through AP recovery audits, contract compliance reviews, and profit leakage prevention. We work with major retail, manufacturing, CPG, healthcare, and insurance organizations including Target, ABInBev, Carrier, Canadian Tire, etc. to find and recover money that falls through the cracks of complex procure-to-pay processes.

The Role

We're looking for a Sales Director to scale our existing sales team and drive revenue growth across both direct enterprise sales and partnership-led channels. This is a player-coach role: you'll manage and develop a team of SDRs while staying close enough to the pipeline to unblock deals, shape strategy, and represent Discover Dollar in front of senior enterprise stakeholders (CFO, VP Finance, Controller, Head of AP).

You'll report directly into leadership and have real influence over how we scale go-to-market.

What You'll Do

• Lead and scale the team - Manage, coach, and grow a team of sales reps/SDRs; build repeatable processes for pipeline management, forecasting, and deal reviews.
• Own direct enterprise sales - Drive new logo acquisition and expansion within existing accounts, engaging CFOs, VPs of Finance, Controllers, and Heads of AP.
• Build and manage the partnership motion - Work alongside our partnerships team to convert channel relationships with BPO, ERP/SI, and advisory firms (e.g. benchmarking and strategic advisory partners) into qualified pipeline and closed revenue.
• Own the number - Be accountable for team quota, accurate forecasting, and pipeline health; report regularly to leadership on performance, blockers, and course corrections.
• Refine the GTM motion - Bring structure to messaging, qualification criteria, and deal stages as we drive toward a repeatable, team-driven model.
• Represent Discover Dollar externally - Lead executive-level conversations, present findings and value propositions to senior enterprise stakeholders, and negotiate contract terms.
• Collaborate cross-functionally - Work closely with audit, product, and marketing teams to ensure sales commitments align with delivery capability, and that market feedback shapes product and content strategy.

What we're looking for

• 10-15 years of B2B sales experience, with at least 3-5 years in a sales leadership/management role scaling a team (not just an IC background).
• Proven track record selling into enterprise accounts in the US and Canada market. Experience with CFO/Finance/AP stakeholders is a strong plus, especially in cost recovery, audit, procurement, fintech, or adjacent B2B SaaS/services categories.
• Experience running both direct sales and partner/channel motions. You understand how to build pipeline through partnerships (BPO, ERP/SI, advisory) in addition to direct outbound and inbound.
• Demonstrated ability to build sales processes from a relatively early stage (pipeline hygiene, forecasting discipline, coaching frameworks) rather than just operating inside an existing mature system.
• Strong executive presence; comfortable being the face of the company in high-stakes conversations with senior finance and procurement leaders.
• Data-driven approach to pipeline and team management; comfortable owning and defending a number.
• Excellent written and verbal communication; ability to translate complex value propositions (financial recovery, ROI, compliance risk) into crisp, executive-ready narratives.

Nice to Have

• Experience selling audit, compliance, cost-recovery, or fintech/SaaS solutions into Fortune 1000 accounts.
• Familiarity with partnership/channel GTM models (referral, co-sell, contingency-based).
• Experience scaling a sales team from single digits into a larger, structured org.
• Exposure to selling both services-led and SaaS-led offerings in parallel.

What We Offer

• A high-ownership role with direct influence on GTM strategy, not just execution.
• Direct access to founders and leadership; fast decision cycles.
• Competitive base + uncapped variable compensation tied to team and individual performance.
• The opportunity to build a scaled sales function from the ground up at a fast-growing company already working with marquee enterprise clients.