Customer Sales Executive

About the team & role

As a Customer Support Associate, you will be the first point of contact for customers, ensuring timely and effective resolution of inquiries, issues, and requests. Your role is critical in delivering a seamless support experience, maintaining customer satisfaction, and building strong relationships. You will utilize problem-solving skills, empathy, and product knowledge to provide solutions that enhance customer engagement and loyalty.

What You’ll Be Doing

• Resolve customer queries on using the product with the help of relevant FAQs, video demos and blog posts across channels

• Work in coordination with the support teams of our partners to ensure quick resolutions 

• Document any feedback received from the customers for review by the product team at a later stage

• Label the queries we receive from customers under different tags to understand what drives support traffic

• Identify and resolve pain points for end-users in coordination with the rest of the Customer Experience team.

• Track relevant support metrics and prepare reports for the purpose of quality assessment

What We Look for in You

• Ideally someone with 1-5 years of proven work experience as a Customer Support Associate or a similar role

•A natural communicator- You can communicate your thoughts effortlessly. No matter how complex the matter is, you are able to express it in simple terms.

• A team player- You always put the team's goals ahead of your personal ones in working towards a common goal. 

• Empathetic- You’re a good listener who can put yourself in other people’s shoes. People who interact with you should feel assured that the smallcase team is always here to help. 

• Proactive- You’re ready to take on whatever comes your way and don’t stop until you arrive at the best solution. You want nothing short of a brilliant experience for the end users. 

• A drive to learn- You’re always intrigued by learning something new and don't shy away from stepping out of your comfort zone.

Nice to-haves:

• Prior experience in customer support

• Familiarity with stock markets & investment products is a huge plus

• Prior experience at a growth-stage FinTech company

About smallcase

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. smallcase was founded in July 2015 by three IIT Kharagpur graduates, Vasanth Kamath, Anugrah Shrivastava and Rohan Gupta.

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, institutions and operators from the capital markets space who believe in our mission of enabling better financial futures for every Indian.

Life 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 9 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 the best work in their lifetimes at smallcase. Flexibility, ownership and constant feedback loops are some of the ways we keep evolving the working environment.

About the Role:

We’re looking for a Python Developer to build, optimize, and scale applications that power our trading systems. You’ll work on automation, server clusters, and high-performance infrastructure in a fast-paced, tech-driven environment.

What you’ll do:

• Build and test applications end-to-end.
• Automate workflows with scripts.
• Optimize system performance and reliability.
• Manage code versions and collaborate with peers.
• Work with clusters of 100+ servers.

What we’re looking for:

• Strong Python fundamentals (OOP, data structures, algorithms).
• Experience with Linux commands, Bash scripting.
• Basics of Numpy, Matplotlib, and PostgreSQL.
• Hands-on with automation and scripting tools.
• Problem solver with a focus on scalability & optimization.

Why Dolat?

• Work at the intersection of finance & tech.
• Opportunity to solve complex engineering problems.
• Learn and grow with a team of smart, collaborative engineers.

1. Develop and implement a comprehensive sales strategy aligned with business objectives to drive growth and meet revenue targets.
2. Lead and manage a team of sales professionals, providing guidance, coaching, and support to maximise their performance and productivity.
3. Set sales targets, monitor progress, and provide regular performance evaluations to the sales team.
4. Identify and pursue new business opportunities, target markets, and potential clients.
5. Build and maintain strong relationships with key clients, understanding their needs and providing appropriate solutions.
6. Collaborate with cross-functional teams, including marketing, product development, and operations, to align sales strategies with overall business objectives.
7. Conduct thorough market research and competitive analysis to identify trends and refine sales approaches.
8. Prepare and deliver compelling sales presentations, proposals, and negotiations to close deals.
9. Analyze sales metrics and customer feedback to continuously improve processes and performance.
10. Stay updated on the latest trends and technologies in the IT industry to effectively promote and sell our offerings.
11. Proven record of exceeding USD50K sales per month.
12. Mandatory Skills10+ years of proven experience in leading sales for IT services, including client acquisition and revenue growth.
13. Strong understanding of the IT services lifecycle and client engagement models.
14. Proven track record of meeting or exceeding sales targets specifically within the IT services domain.
15. Strong leadership and team management skills, with the ability to motivate and inspire the sales team.
16. Familiarity with service delivery models, SLAs, and contract structures for IT services.
17. Ability to understand client pain points and craft custom service-based solutions.
18. Strong analytical, strategic thinking, and decision-making abilities.
19. Ability to analyse sales data and market trends to make informed decisions.
20. Proficiency in using CRM software and sales tools.
21. Willingness to travel as required.
22. Excellent communication, negotiation, and presentation skills.
23. Ability to bring in own creativity to break the traditional pattern of sales

JOB DESCRIPTION

Please find below mentioned Job Description of Relationship Manager profile for your reference.

Company Name :- Bonanza Portfolio Ltd

Location : - Delhi

Qualification : - Any Graduation

Job Description : -

1.     New client acquisition, building new relationships and increasing depth in existing relationships with clients.

2.     Selling online broking accounts- demat account, trading account.

3.     Identifying customer needs, assessing their appetite and providing them investment options.

4.     Achieving targets as assigned by the organisation on a monthly basis.

5.     Migrating offline clients to do online trading.

6.     Backend support to clients.

7.     Regular updates to the immediate superior as a when required.

Past experience in the similar role will be preferred.

If you are interested in this opportunity, please feel free to connect or refer to the suitable candidate if you know anyone

W2 Sales Job Responsibilities:

• Maintain the database of candidates along with all follow-ups related information

• Posting vacancies on portals. Match the profile of the candidate on technical grounds

• Responsible for negotiation, paperwork validation and closed candidates for assigned requisitions.

• Responsible for editing and formatting resumes matching consistency and giving visual and technical perfection to them for presenting it to clients.

• Maintaining Candidate/Vendor relation on the progress of submittals made, Interview Coordination and taking care of the joining formalities, background checks, references, coordination with internal accounting team and for timesheets, etc.

• Ensure the target is met in terms of required submittals daily as well as required number of placements

• Should be able to generate Leads by cold calling to acquire a new direct client.

• Understanding their requirement and clearly articulating the resume and formatting it as required.

• Communicating with the consultants daily and update about submissions and interviews.

Perks and Benefits:

• Healthy & Hygienic work environment

• Very competitive Salary with Attractive Incentives

• Casual Leaves, Sick Leaves

• Rewards and Recognition

• Performance Bonus