Corporate Insurance Sales

Location: Goregaon, Mumbai

Job Type: Full-Time

Experience: 5+ Years

Industry: Event Management

Job Summary

We are hiring an experienced Client Servicing Manager to manage client relationships, understand business requirements, and ensure seamless execution of projects. The ideal candidate should have strong communication skills, a client-first approach, and the ability to coordinate effectively with internal teams to deliver exceptional results.

Key Responsibilities

• Serve as the primary point of contact for clients.
• Build and maintain long-term client relationships.
• Understand client objectives and communicate requirements to internal teams.
• Coordinate across multiple departments to ensure timely project execution.
• Manage client expectations and provide effective solutions when needed.
• Track project progress and maintain regular communication with stakeholders.
• Prepare account status reports and post-project reviews.
• Identify opportunities to expand and strengthen existing client accounts.
• Address client concerns promptly and ensure high satisfaction levels.
• Stay informed about industry trends and market developments.

Required Qualifications

• Bachelor's degree in Business Administration, Marketing, Hospitality, or a related field.
• Minimum 5 years of experience in client servicing, account management, or a similar role.
• Strong relationship management and stakeholder handling skills.
• Excellent verbal and written communication skills.
• Ability to manage multiple projects simultaneously.
• Proficiency in MS Office and CRM tools.

Preferred Skills

• Strong problem-solving and organizational abilities.
• Detail-oriented with a proactive approach.
• Ability to work in a fast-paced environment and meet deadlines.
• Professional and customer-focused mindset.

Benefits

• Competitive compensation package.
• Career growth and development opportunities.
• Collaborative and professional work environment.
• Exposure to diverse and challenging projects.

Apply now if you have a passion for client relationship management and delivering exceptional customer experiences.

We're looking for highly responsive, empathetic, and customer-oriented individuals who are adept at providing seamless, high-touch service to HNI clients. This role is perfect for a proactive individual who thrive in a fast-paced environment and have a passion for building strong relationships with high-net-worth clients. You'll be the backbone of our client-facing team, ensuring every interaction is seamless and every detail is handled with precision.

Who we are:

Cambridge Wealth is a respected, award-winning firm in the wealth space. As AMFI, SIF and APMI registered distributors, we work with renowned professionals from various industries, providing exceptional financial solutions. We're a fast-growing, excellence-oriented team focused on delivering outstanding service to our domestic, NRI, and Ultra HNI clients.

What you'll do:

• Client Management: Act as a primary point of contact for our most valued clients (HNIs, Ultra HNIs, NRIs). You'll handle their inquiries, provide timely updates, and ensure their needs are met with a high level of empathy and professionalism.
• Operational Support: Facilitate and manage the full client lifecycle, from initial onboarding and documentation to executing transactions and resolving issues. You'll ensure all processes are smooth, efficient, and compliant.
• Data & Reporting: Maintain meticulous client records, ensuring accuracy and confidentiality. You'll also assist in creating detailed portfolio reports that highlight performance and opportunities for our clients.
• Team Collaboration: Work closely with our wealth management team to track portfolio performance and support strategic initiatives.

What we need:

• Education: A degree in Finance, Commerce, Management, or Economics is preferred.
• Experience: Previous experience in the financial services or mutual fund industry is a plus, especially if you've worked with high-net-worth clients. Those with hospitality experience in the luxury and premium segments are also welcome to apply.
• Certifications: Currently valid NISM VA and or other NISM certifications are an advantage(and eventually required if onboarded).
• Technical Skills: We are strong on tech use & familiarity with the Zoho suite is preferred.

Who you are:

• Client-Focused: You genuinely enjoy building relationships and are driven by a desire to provide exceptional, personalized service.
• A Clear Communicator: You have excellent verbal communication skills.
• Detail-Oriented: You have a keen eye for detail and a meticulous approach to your work.
• Proactive & Resourceful: You don't wait for instructions. You're a problem-solver who takes ownership and can thrive in a dynamic, startup environment.

This role is NOT for you if:

• You prefer a slow-paced, micro-managed environment.
• You are not comfortable with change or taking on new responsibilities.
• You're looking for a passive, "take it easy" role.

What you'll get:

• A core role with a clear growth path within a fast-growing company.
• Meaningful Impact: You'll be a vital part of our team, not just a cog in the wheel.
• A great work environment that is informal, encouraging, and collaborative.
• Competitive compensation.

Our Hiring Process:

1. Online Application: You apply and answer a few quick questions. [5 min]
2. Skills Assessment: An online general aptitude test to evaluate your skills. [60 min]
3. People Video Interview: A quick chat with our People head [30 min]
4. Technical Interview: A discussion about your experience and skills. [30 min]
5. Founder's Interview (In-Person): A final interview to ensure a great fit. [30 min]
6. Offer & Checks: We make an offer, and proceed with a reference and background check.

Please note: This is a WFO (Work From Office) opportunity at our Pune, Prabhat Road office

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

Key Responsibilities:

👉🏼 Demonstrate effective selling skills and product understanding to uncover customer needs

to position an appropriate solution.

👉🏼 Update and create tailored client proposals and negotiate further to close the deals.

👉🏼 Understand, monitor, and evaluate industry trends and customer drivers.

👉🏼 Manage proposal response process, including detailed RFP requirements, content

creation, and inputs from various sources.

👉🏼 Nurturing accounts and contacts through various mediums of communication.

👉🏼 Develop and implement overarching sales and business development strategy, sales

processes, structure, and best practices across the company.

👉🏼 Support deal structure and pricing with business value analysis; negotiate prices for

proactive bids and proposals.

Work with the Founder to identify and prioritise the most promising customer segments, then build and manage a qualified sales pipeline. Potential channels include cafés and restaurants, corporate and institutional accounts, premium retail, gifting, events and residential communities. • Prospect actively through cold outreach, referrals, LinkedIn, WhatsApp, field visits, networking and direct introductions. • Conduct product meetings, tastings and sampling with prospective customers and decisionmakers. • Understand customer requirements, prepare commercial proposals, negotiate terms and convert opportunities into paid orders. • Manage the complete account journey—from first conversation and order confirmation through payment, collections, reorder and account growth. • Maintain an accurate CRM or sales tracker covering leads, meetings, proposals, next actions, closures, lost opportunities, account revenue and reorder behaviour. • Coordinate with production and operations so that samples, stock and deliveries remain aligned with active opportunities. 

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.

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

Key Responsibilities

1. Generate leads and make cold calls and reference calls to arrange a meeting for discussion.
2. Develop a growth strategy to bring financial gains and delighting clients.
3. Suggest ways and means to endorse the products and services of the organization.
4. Keep a close tab on the strategic moves made by the competitors.
5. Maintain and manage records of sales, revenue, collections, invoices and others.
6. Build long-term association with the existing clients and prospects.
7. Nurture the subordinates to turn into thorough professionals.
8. Prepare bespoke sales contracts
9. Attend conferences, exhibitions and fairs to promote the company’s offerings.
10. Develop new markets and regions to promote the products and services of the organization.
11. Align personal goals with the vision and key objectives of the organization.

Key Attributes

1. Excellent communication skills and interpersonal skills.
2. Thorough knowledge of the products and services and about the markets.
3. Flair to research and keep a tab on changing trends.
4. Ability to build relationships
5. Good Listener.
6. Absolute Professional attitude
7. Effective Negotiation skills.
8. Willing to travel and must possess two/four-wheeler
9. Inspiring team player
10. A true go getter
11. If you feel that you may handle the responsibilities most efficiently and effectively and possess the characteristics mentioned, we would love to hear from you.

Job Title: Business development Manager/ Key account Manager

Location- Bengaluru, Mumbai, Chennai, Hyderabad, Jaipur & Kolkata

Job type: Full time, On site

About Us: TIMBLE is leading Authentication Company, delivering cutting edge technology and alternate data analysis for Identity management, Onboarding & Verification and Business Intelligence. We provide solutions across three verticals

1. BFSI Solutions

2. KYC and background check Solutions

3. AI Solutions

Key Responsibilities

•Identify and source relevant alliances and sell services that could bring strategic and monetary value to the Company

•Scope of Partnership could include product Integration, Co-Sell, Resell opportunities.

•Generate sales leads, cold calling, Prospecting, Pitching, product demonstration, Negotiating and Contract Closure in his/her assigned region / industry

•Plan approaches, pitches and own all business metrics and growth for the Partnerships line of business

•Work with internal teams of the organization to ensure that alliance and partnerships are integrated and communicated effectively

Must have work Experience

• Ability of customer facing Business-to-Business and Client Acquisition.
• Previously handled clients from technology & BFSI sector
• Understanding of channel operating models and conflict resolution.
• Prior experience from Bank or Fintech Industry background.

Qualification & Functional Skills

•Graduate in any stream

•Good domain understanding of BFSI industry with sound knowledge of latest business and technological trends

•Ability to develop and conduct effective presentations with decision makers.

•Impact & Influence

•Need for Achievement (nAch)

•Building Relationships & Networking

•Willing to work in a high-pressure & changing sales setup

•Excellent verbal and written communication skills

•Good MS Power-Point and MS-Excel skills

For more visit www.timbleglance.com

Job Role: Sales Manager

Experience Level: 2+ years

Location: Bangalore

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