Customer Success Specialist

The Relationship Manager - Retail Sales is responsible for driving business growth through client acquisition, agent

management, and achieving Gross Written Premium (GWP) targets. The role involves recruiting, onboarding, and supporting

agents while maintaining strong relationships with clients and partners. The individual will ensure adherence to business

processes, provide accurate quotations, and facilitate the sale of insurance products to achieve sales and revenue goals.

1. Client Acquisition and Sales Target Achievement:

 Conduct regular visits to societies, buildings, colonies, and industrial areas to introduce Mialtus’s insurance products.

 Convince potential clients to purchase insurance policies, guiding them through the quotation, closure, and onboarding

process.

 Achieve individual sales targets by visiting a minimum of five societies daily and maintaining a proactive client

engagement strategy.

 Focus on maximizing GWP across various insurance products to meet monthly sales goals.

2. Agent Management and Recruitment:

 Maintain a network of 40-45 agents, ensuring at least 60% remain active monthly.

 Conduct daily follow-ups and regular visits (4-5 agents daily) to drive new business and renewals.

 Source, recruit, and onboard new agents, providing handholding and orientation to build a strong distribution base.

 Engage agents and partners through calls and meetings, providing competitive quotations to facilitate business growth.

3. Quotation and Policy Management:

 Provide accurate and competitive quotations to clients and agents based on their requirements.

 Negotiate and finalize quotations to effectively convert leads into policy sales.

 Collaborate with the underwriting team for health insurance policies to ensure accurate proposals and compliance.

 Conduct quality checks on proposed policies to maintain alignment with company standards.

4. GWP Target Achievement:

 Scale up business volumes through effective agent activation and client engagement.

 Drive GWP growth across various lines, with a specific focus on health insurance through agent partnerships.

 Ensure 100% achievement of monthly GWP targets and contribute to the company’s overall revenue objectives.

5. Relationship Management:

 Build and maintain strong relationships with agents and clients to foster collaboration and enhance productivity.

 Provide training and support to agents to improve performance and increase business output.

 Maintain long-term partnerships with clients by offering exceptional service and addressing their needs effectively.

6. Reporting and Compliance:

 Prepare daily reports on client interactions, leads generated, and policies sold.

 Share weekly MIS reports with management, detailing sales performance and activity metrics.

 Ensure compliance with established business processes and update business details in relevant portals to maintain high

operational standards.

7. Business Quality Maintenance:

 Clearly explain policy terms, conditions, and exclusions to clients to ensure informed decisions.

 Maintain high standards of business hygiene by ensuring accuracy and eliminating errors or malpractice in processes.

Strong Brand Marketing Manager profiles, with experience with well-known B2C brands

Mandatory (Experience 1): Must have total 6+ YOE, and recent 3+ years working in end-to-end Brand Marketing (including Brand building, positioning, & brand strategy)

Mandatory (Experience 2): Must have strong hands-on experience in Brand Marketing for a Top / well-known B2C or Fintech brands

Mandatory (Core Skills): Must possess creative thinking, strong project management skills, and be execution-focused; should have managed brand campaigns including creative development, production, social content, media planning, and buying..

Mandatory (Education): Candidates from Top college like IIMs, ISB, MICA, VGSOM-IIT Kharagpur, IIT etc (Note: College can be ignored if candidate is from unicorn companies like Bharatpe, Unilever, Reliance, Groww etc)

Mandatory (Company): Well-know B2C Brands in FMCG, Fintech, BFSI, Consumer Tech, or Lifestyle brands.

Required Skills and Experience:

• 5 - 11 years of experience in front-end development, with a strong focus on React.js.
• Proven experience with React.js and related technologies (e.g., Redux, React Router, Hooks, Context API).
• Strong proficiency in JavaScript, HTML5, CSS3, and modern front-end build tools (e.g., Webpack, Babel, etc.).
• Hands-on experience with RESTful APIs, Server Sent Events, WebSocket's
• Hand’s on experience with web components, micro frontends
• Deep understanding of browser apis like history, intersection observer, event handling, virtual panes, drag and drop etc
• Ability to work on a complex and fast moving code base.
• Familiarity with TypeScript and its integration with React applications.
• Strong problem-solving skills and attention to detail.

1. Solid Databricks & pyspark experience 

2. Must have worked in projects dealing with data at terabyte scale

3. Must have knowledge of spark optimization techniques 

4. Must have experience setting up job pipelines in Databricks 

5. Basic knowledge of gcp and big query is required 

6. Understanding LLMs and vector db

Role & responsibilities

• Develop engaging and informative content for the solar market, ensuring accuracy and clarity.
• Research and understand target audiences to tailor content accordingly. Ability to draft content for different mediums is a bonus. 
• Work collaboratively with the operations team, sales and marketing team, and other team members to get all aspects of solar covered in content.
• Maintain a strong understanding of current solar market trends and terminology.
• Edit and proofread content to adhere to style guidelines. 
• Stay up-to-date on the latest content marketing trends and best practices.
• Assist with other Marketing & Communications collaterals on a need basis.

Preferred candidate profile

• Bachelor's Degree in Mass Communication or relevant field
• At least 3 to 5 years of experience in content writing for B2b, SaaS or technical topics
• Strong understanding of Solar terminology and market trends is appreciated
• Excellent writing skills, with the ability to craft clear, concise, and engaging content
• Proven ability to research and gather information effectively.
• Excellent communication and collaboration skills.
• Ability to manage multiple projects simultaneously and meet deadlines consistently.

Perks and benefits

• Opportunity to fight Climate Change
• A fabulous and flexible work environment
• Independence to operate freely
• Results-oriented work culture
• Attractive Pay
• Attractive Health Benefits
• Attraction Employee Stock Options
• Massive growth potential   

Sales team leader 

Roles and Responsibilities:

Creating an inspiring team environment with an open communication culture.

Setting clear team goals.

Oversee day-to-day operation.

Monitor team performance and report .

Motivate team members.

Generate sales through customer referrals.

Review the sales team performance and explore sales improvement initiatives to achieve the sales targets for the project.

Conduct sales review meetings with the sales team on a periodic basis.

To recruit good quality prospective sales candidate and ensure that they are completing probation in order to achieve the sales target set by the company.

• Expert level knowledge in Microsoft Active Directory Services (DCS, DNS, and DHCP)
• Expert level knowledge in O365 (Email, OneDrive, SharePoint, and other O365 components)
• Hands-on experience in System Center Configuration Manager (SCCM)
• Experience with Windows Intune as MDM
• Hands-on experience with a hybrid model of exchange environments
• Scripting experience using PowerShell
• Experience building Windows and Mac Imaging
• Experience using VMWare ESX enterprise virtualization platform
• Must have experience with Windows and MAC desktop operating systems
• Must have knowledge of server hardware and operating systems
• Must have knowledge of network connectivity i.e. TCP/IP
• Strong knowledge of server technologies – i.e. Windows 2008 and 2012
• Knowledge of compliance initiatives i.e. SOX, SAS70, PCI, and ITIL
• Experience with JAMF Mac Management system.

• Configures all servers and workstation hardware according to the organization's standards
• Maintains and manages Office365 Platform – including all critical technologies such as email, SharePoint, OneDrive
• Strong knowledge of SCCM including setup, managing, and maintenance of a Global Infrastructure
• Installs upgrades and configures network printing, directory structures, rights, software, and files services
• Group Policy Administration including troubleshooting and management - creation and testing of new policies.
• Provides World Class Customer Service to the company workforce
• Manage IT technical initiatives and coordinate work priorities.
• Mentor other IT team members and provide guidance as necessary.
• Provide strategic guidance and forward-looking solutions with respect to Corporate IT-owned systems and services.
• Provides 24x7 production support to the enterprise via on-call rotation
• Processes requests from internal ticketing systems
• Provides support for compliance initiatives i.e. SOX, SAS70, PCI, and ITIL
• Ensures project documents are complete, current, and stored appropriately
• Prepares and maintains documentation of application and hardware configurations
• Assigns, documents, and maintains computer logins, certificates, passwords, and access profiles for software applications, network access, and telecommunications systems
• Reviews, writes, documents, and tests server and pc hardening policies according to the company Global Security team’s guidelines.
• Diagnoses and repairs servers within both virtual and physical environments
• Installs security identification and apparatus to computer hardware and peripherals
• Assists in troubleshooting servers\desktops within the v-Sphere
• Identifies potential security issues and recommended strategy to ensure site security
• Coordinates third-party maintenance for hardware and software
• Response to needs and questions of users concerning their access to network resources.
• Reviews reports, files, and messages to identify instances of possible security infractions
• Tests computer systems to evaluate the effectiveness of security
• Responds to inquiries regarding data and computer security, policies, and procedures
• Assists in the planning, communication, testing, and implementation of disaster recovery procedures
• Participate in security and application troubleshooting and incident problem resolutions with other infrastructure teams, including storage, messaging, networking, and servers
• User account and Security/Distribution group management

• Provides mentoring and training to other staff members
• Writes process and procedural documentation including requirements
• Researches and evaluates new technologies
• Makes self available to other staff members as a source of information
• Develops and coordinates knowledge transfer
• Interacts with business units to gather, define, and organize the delivery of a business solution

• Works under limited supervision
• Relies on instructions and pre-established guidelines to perform the functions of the job
• Familiar with a variety of the field's concepts, practices, and procedures
• Requires a very high level of technical skill in the field of expertise

• Typically requires 4 to 8 years of related experience
• Preferred certification in Microsoft technologies
• Excellent written and oral communication skills
• Must be able to exchange information with all levels of internal and external customers
• Sets priorities, based on workload, using past experiences as a guideline
• Must have good collaboration skills

Key Skill Set 

• Working knowledge of Marketing Cloud and Salesforce CRM. 4- 6 years of experience in marketing analytics and proven track record of solving marketing use cases.
• Expert on Marketing Cloud – Journey builder, content builder, email studio, social studio and automation studio.
• Knowledge in Marketing cloud connector, data extensions, APU integration with external systems.
• Knowledge of HTML/CSS and AMPscript.
• Understanding of data analysis, trend spotting and technology in Digital space.
• Strong written & verbal communication skills.
• Skilled in problem solving, planning, as well as being able to adapt to new environments.
• Marketing Cloud Certification is a Plus.

Key Responsibility Areas:

• Implement B2C marketing journeys and communications via Salesforce Marketing Cloud.
• Design Customer Journeys and automations using Journey builder and automation studio.
• Design, proof-read, send and monitor campaigns.
• Drive Personalization.
• A/B Testing.
• Build analytics reports and dashboards to provide visibility into marketing campaigns, email/sms results and measure effectiveness.
• Analyze, listen and plan actions on various social media channels using Social studio.
• Ability to translate Business requirement into technical requirements.
• Work closely with the Sales & Product Teams and execute campaigns to meet business objectives.
• Monitor impact of each campaign on key site metrics and report to stakeholders, on a regular basis.