Cutshort logo
Client based at Bangalore location. logo
Head of Operation & Cross-Sell (Health and Wealth Sales Head)
Client based at Bangalore location.
Head of Operation & Cross-Sell (Health and Wealth Sales Head)
Client based at Bangalore location.'s logo

Head of Operation & Cross-Sell (Health and Wealth Sales Head)

at Client based at Bangalore location.

15 - 20 yrs
₹10L - ₹20L / yr
Bengaluru (Bangalore)
Skills
Wealth management
Health Management
Product Sales
IT Sales
Sales Operations
Sales management
Cross sell
Up Sell
Business and sales support
AMFI
IRDAI
KRA
Licenses
Compliance
Account Management
Finance management
B2B Collaboration
client relationship
Strategic planning
Marketing
Customer Relationship Management (CRM)

Job Summary:

The Head of Operation and Cross-Sell will be responsible for streamlining sales processes, managing client onboarding, ensuring compliance, handling financial reconciliations, deepening client relationships and supporting the sales team with strategy and execution. This role will bridge the gap between sales, operations, and marketing to drive efficiency and revenue growth.

Key Responsibilities:

1. Business & Sales Support:

·      Manage existing clients and onboard new clients.

·      Develop and execute client plans, including:

o  Financial plans

o  Investment strategies

o  Customized acquisition strategies

·      Support business expansion by identifying key partnerships and growth opportunities.

2. Sales Operations & Compliance:

·      Oversee sales workflows and processes for seamless execution.

·      Ensure compliance with regulatory requirements (AMFI, IRDAI, Licenses, KRA, etc.).

·      Support documentation and approvals for financial products and services.

3. Financial & Account Management:

·      Handle revenue tracking, invoicing, and collections.

·      Manage cash flow projections and reconciliations.

·      Follow up on pending payments and ensure financial compliance.

4. Partnerships & B2B Collaboration:

·      Identify and manage new tie-ups with partners.

·      Strengthen relationships with existing stakeholders.

·      Oversee documentation, agreements, and compliance for partnerships.

·      Develop B2B opportunities, including corporate tie-ups and financial wellness programs.

5. Deepening of Client Relationship

·      Interact with the existing clients to identify their investment mindset and offer customised solutions 

·      Strengthen relationships with existing clients

·      Cross-sell and up-sell investment products to the existing clients by understanding and identifying their needs

·      Responsible for the robust growth of AUM and Revenue from the existing client portfolio

6. Strategic Planning & Marketing Support:

·      Assist in the development of new products and services.

·      Support corporate strategy and marketing initiatives.

·      Collaborate with the marketing team on lead generation, branding, and sales campaigns.

Key Skills & Qualifications:

·      Master’s degree in Business, Finance, Marketing, or related field.

·      10-12 years of experience in sales operations, financial planning, or business development in the Mutual Fund / Wealth Management / Insurance industry

·      Strong analytical skills and ability to interpret financial data.

·      Experience in managing partnerships and compliance documentation.

·      Proficiency in CRM tools and sales analytics software.

·      Excellent communication, negotiation, and leadership skills.

Why Join Us?

·      Be part of a fast-growing, dynamic company with a collaborative work culture.

·      Exposure to strategic business development and sales operations.

·      Work with a collaborative team that values innovation and efficiency.

·      Opportunity to lead a critical function and shape the future of our sales operations.

·      Exposure to cutting-edge sales technology and processes.

If you are a strategic thinker with a passion for sales operations and a proven track record of success, we invite you to apply and be part of our team!

Read more
Users love Cutshort
Read about what our users have to say about finding their next opportunity on Cutshort.
Shubham Vishwakarma's profile image

Shubham Vishwakarma

Full Stack Developer - Averlon
I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
Companies hiring on Cutshort
companies logos

Similar jobs

Deqode
at Deqode
1 recruiter
purvisha Bhavsar
Posted by purvisha Bhavsar
Bengaluru (Bangalore)
6 - 8 yrs
₹10L - ₹22L / yr
skill iconJava
skill iconAmazon Web Services (AWS)
Selenium
Automation

🚀 Hiring: Automation Tester

⭐ Experience: 6+ Years

📍 Location: Bangalore

⭐ Work Mode:- Hybrid

⏱️ Notice Period: Immediate Joiners

(Only immediate joiners & candidates serving notice period)


We’re looking for a skilled Automation Tester with a strong background in Java, Selenium, and AWS to join our growing QA team. If you're passionate about automation, love solving problems, and thrive in a dynamic environment, we’d love to hear from you!


Must-Have Skills:

✅ Strong hands-on experience in Automation Testing

✅ Proficiency in Java for writing test scripts

✅ Expertise in Selenium WebDriver

✅ Working knowledge of AWS services relevant to test environments

✅ Solid understanding of the SDLC and Agile methodologies


Read more
NVS Travel Solutions
at NVS Travel Solutions
2 candid answers
Route Focus
Posted by Route Focus
Bengaluru (Bangalore)
1 - 3 yrs
₹2.4L - ₹3.6L / yr
Internal audit
MS-Excel
GST
TDS
Tally

NVS Travel Solutions is an 19 year old transport company that caters to over 30+ schools and corporations which include thousands of employees and parents resulting in over 20000+ users. We are looking for an accounts assistant with 1-3 years of experience and a degree in B.Com, CA Inter or MBA Finance.


Job Responsibilities (Key Responsibility Areas) :


1. Accounting & Bookkeeping

  • Recording day-to-day financial transactions in accounting software Tally.
  • Handling purchase, sales, receipt and payment entries.
  • Bank reconciliation and vendor reconciliation monthly.
  • Maintaining accounts payable and receivable.
  • Supporting month-end closing and preparation of MIS reports.
  • Supporting Internal Auditor


2. GST Compliance

  • Preparation & filing of GSTR-1, GSTR-3B, GSTR-2B reconciliation.
  • Reconciliation of GST between Books vs GST Portal vs Supplier Invoices.
  • Handling Input Tax Credit (ITC) mismatch, RCM accounting & adjustments.
  • Preparing data for GST Annual Return (GSTR-9 & 9C).


3. TDS Compliance

  • Deduction and accounting of TDS on applicable payments (contract, rent,
  • professional etc.).
  • Preparation & filing of TDS returns (Form 24Q, 26Q).
  • Generating & issuing TDS certificates (Form 16 & 16A). Managing TDS payment within due date and rectifying defaults on TRACES.


4. Support Internal & External Audit

  • Preparing audit schedules, ledger scrutiny, and providing required supporting
  • documents.
  • Ensuring compliance with statutory norms and company policies.
  • Resolving audit queries and maintaining accurate audit documentation.


5. Documents & Coordination

  • Coordination with vendors & internal departments for invoice queries.
  • Maintaining supporting documentation and records for audits.
  • Assisting in statutory audits, internal audits and tax assessments.


Required Skills:

  • Strong knowledge of GST, TDS Act & accounting principles.
  • Proficiency in MS Excel (VLOOKUP, XLOOKUP, Pivot Table).
  • Experience working on Tally Prime / ERP accounting software.
  • Good communication and documentation skills.


Additional Requirements:

  • Knowledge of Income Tax Basics (preferred).
  • Experience in vendor ledger reconciliation & accounts finalization support.
  • Willingness to learn and grow in taxation & accounts domain.


Read more
Client
at Client
2 candid answers
Kunwar Arora
Posted by Kunwar Arora
Pune, Bengaluru (Bangalore), Mumbai, Gandhinagar
7 - 12 yrs
₹1L - ₹21L / yr
SAP Vistex
Vistex RebateManagment
Vistex Claims Processing

🚀 Hiring: SAP Vistex Consultant

📍 Locations: Pune | Mumbai | Bangalore | Gandhinagar

🧠 Experience: 6+ years in SAP Vistex

🏢 Company: Synexc (Hiring for Capgemini)

Requirements:

  • Minimum 6 years of hands-on experience in SAP Vistex
  • Expertise in Incentive Management, Rebates, Chargebacks, and Claims Processing
  • Strong integration experience with SAP SD/MM
  • Should have done at least 1 full-cycle implementation
  • Good understanding of Vistex modules like Deal Management, Pricing, and Contract Setup
  • Support & Enhancement project experience preferred
  • Excellent communication skills and ability to interact with clients


Read more
codersbrain
at codersbrain
1 recruiter
Tanuj Uppal
Posted by Tanuj Uppal
Remote, Bengaluru (Bangalore), Mumbai, Pune
3 - 12 yrs
₹12L - ₹25L / yr
skill iconJavascript
skill iconAngular (2+)
skill iconReact.js
skill iconAngularJS (1.x)
skill iconVue.js
+1 more

Responsibilities:

  • Working closely with product, design and development team to achieve high cohesion across features and;
  • Feasibility analysis of the technical requirements and web designs;
  • You will be responsible to develop and contribute towards consumer-facing web application;
  • Writing modular code to achieve loose coupling and reusability of modules across application;
  • Architecting, prototyping and implementing high-impact modules for our end users;
  • UI/UX.

Requirements:

  • High Proficiency in frontend technologies like Angular, React JS, Vue.Js Redux etc.;
  • Good design skills and knowledge and experience working with UI design patterns and frameworks;
  • Good understanding of fundamental design principles behind a scalable application;
  • 3-5 years of strong hands-on experience in Angular and React.
Read more
Reward360 Global Services Pvt Ltd
Bengaluru (Bangalore)
4 - 6 yrs
Best in industry
skill iconJava
skill iconJavascript
skill iconReact.js
skill iconAngular (2+)
skill iconAngularJS (1.x)
+4 more

R360 powers a data-driven customer engagement ecosystem that enables the world’s leading organisations to earn customer loyalty every day.


For over 10 years, R360’s loyalty and reward platforms have driven ambitious loyalty programs for some of the world’s biggest brands – including Axis Bank, Standard Chartered Bank, HDFC Bank and Emirates National Dubai Bank. We have 500+ global retail partnerships and offer our clients reward programs, nuanced customer segmentation, data-centric campaigns, and big data analytics.

Our multidisciplinary team of technology experts, product engineers, data scientists, client relationship managers and customer experience professionals work together with our clients to enable loyalty by enhancing customer acquisition, engagement and retention.


Currently we are looking for a “Full Stack Developer” with an expertise in Java software development and proficient in React to join the software engineering team for our BFSI clients. The candidate will develop new application features and maintain existing ones. This position requires experience in making decisions and working both independently and as part of a small, dynamic team where everything the candidate does makes a difference.


What you’ll do:


·        Work as full stack developer with prime focus on backend

·        Responsible for handling and overseeing the End-to-end development from designing to development.

·        Produce reusable, testable, and efficient code

·        Troubleshoot critical issues and guide team as well.

·        Support & Nurture other developers providing advice, coaching along with Design and code review of Peers

·        Integrate data storage solutions and ensure application performance, quality, and responsiveness

·        Collaborate with a team to define, design, and ship new features

·        Identify and correct bottlenecks as well as fix bugs

·        Exhibit excellent communications skills and engage in technical discussions with peers becoming a trusted, technical advisor.

 

What we’ll need:


Mandatory skills:


·        Strong communication and Articulative skills.

·        University degree or equivalent educational experience (optimally a technical or engineering degree)

·        6+ years of software development experience in Java/J2EE using RESTful web services, Microservices and Spring boot

·        3+yrs of hands on experience in Angular/React technologies

·        Strong Data structures & algorithm skills along with Design skills

·        Ability to manage multiple priorities and projects simultaneously 

·        Understanding of Agile methodologies

·        Willingness to take ownership and find ways to unblock oneself.

·        Trustworthy, team oriented and transparent 

 

Technical Skills:


·        Core Java (Collection, multi-threading, design patterns)

·        Frameworks - Hibernate, Spring, REST Jersey

·        Front end technologies – Java Script, jQuery, Angular, Reactjs

·        Database – SQL & NoSQL

·        Modelling – UML & ERD


Read more
Multiple Clients
Multiple Clients
Agency job
via XpertOntime by Rajiv Arora
Gurugram
10 - 15 yrs
₹28L - ₹42L / yr
Adobe Experience Manager (AEM)
AEM Architecture
AEM
J2EE
skill iconSpring Boot
+7 more
Skills & Qualifications:
1) Minimum 10 - 14 years of overall experience.
2) Minimum 5+ years of hands-on experience implementing Adobe AEM, AEM architecture, AEM
Application Design and Development.
3) Minimum 4-5 years of experience in design, develop and support of large-scale web application
development, AEM deployment architecture.
4) More than 7 years of Software Programming/Demand Generation experience.
5) Strong knowledge and working experience with Java development is a MUST.
6) Good knowledge and working experience with HTML, CSS, JavaScript frameworks

7) Experience with REST, OSGi, Sling and SOAP.
8) Develop Build scripts in Gradle/Maven.
9) Proficiency with complex IT/software solutions is a must.
10) Good to have experience in either Database Marketing, Marketing Operations, or Email Marketing.
11) Strong process development skills; ability to transform best practices and prospect requirements into
highly efficient and executable business processes.
12) Excellent verbal and written communication and articulation skills.
13) Ability to apply creative thinking and sound reasoning, and to communicate effectively verbally and in
writing.
14) Strong interpersonal skills. Must be able to work independently and function as a strong team player.
15) Proactive, detail-oriented and capable of handling a significant volume of work.
16) Must be able to demonstrate resourcefulness, motivation, initiative.
17) Results oriented, outstanding attention to detail, ability to prioritize and meet deadlines. Attention to
Detail.
18) Excellent analysis skills and the ability to develop processes and methodologies.

Responsibilities :- 
  • Experience with client-focused solution architecture consulting, inclusive of project planning, estimating and resourcing.
  • Write quality, maintainable code with extensive test coverage in a fast-paced professional software engineering environment.
  • Experience in creating and maintaining dev-ops related scripts for enterprise applications.
  • Technical delivery experience across the entire SDLC, with deep expertise in software development; at a minimum backend systems like JAVA (version 8+), JavaScript.
  • Experience of formal project management environments, including Agile.
  • Experience in creating low level designs of the entire applications including servers, deployments and workflows.
  • Has an extensive and consistent ability of delivering complex projects throughout life cycle.
  • Experience managing the development and delivery of commercial websites.
  • Experience managing or leading a team of multi-skilled engineers, developers and QAs.
Read more
Premium wellness & beauty D2C Co
Premium wellness & beauty D2C Co
Agency job
via Unnati by Nidhi Gulati
Remote only
5 - 10 yrs
₹12L - ₹15L / yr
Electronic commerce
Electronic commerce management
ecommerce
E-commerce
D2C
Here is an excellent opportunity to build a solid career with a fast-growing, exciting, flexible startup founded by top-notch professionals with proven talent & experience.
 
Our client is building a platform for wellness and beauty D2C brands. Their health brand offers foods with functional benefits that help consumers live better. Using a combination of Nature, Science & Technology, they are creating products that fight the two big health challenges facing Indians – Diabetes and Weight Management.

Their beauty brand offers a wide range of luxurious skincare and hair-care products specially designed for new moms. They use natural ingredients in their products that ensure that every mother’s skin and hair becomes trouble-free, glowing and manageable. Their healing and repairing formula are certified by the strictest international standards with regards to safety needed in beauty products.

Founded by an MDI alumna with expansive knowledge and experience with beauty, wellness and healthcare leader, it is truly a world-class range exporting to various countries across the globe.
 
As a Manager- Ecommerce Marketplaces, you will be focusing on achieving or exceeding Ecommerce revenue goals by managing various e-commerce marketplaces.

What you will do:

  • Managing e-commerce marketplaces such as Amazon, Flipkart, Nykaa, 1mg, Purplle, HealthKart etc. and strategizing methods to increase online sales and profitability
  • Categorizing, listing and positioning the company’s products in various Ecommerce platforms and generating interest in the same for the right audience
  • Researching and analyzing new market trends and technologies to improve sales performance
  • Participating in the planning/forecasting of relevant budgets
  • Collecting and working on the feedback given by customers in the marketplaces regarding the company’s products
  • Handling day-to-day related operations such as merchandising, customer service, post listings, promotions, maintenance etc. to increase sales
  • Monitoring all the alerts from the marketplaces and ensuring that the concerns/emergencies are handled in a timely manner
  • Updating and maintaining Ecommerce sales data and reporting the same to the management in regular intervals
  • Working closely with internal stakeholders such as various teams and also external stakeholders such as various Ecommerce platforms

 

Desired Candidate Profile

What you need to have:

  • Graduation is a must
  • Relevant work experience of 5 – 10 years in managing sales in Ecommerce Marketplaces
  • Prior experience in D2C brands - beauty and wellness category is desirable
  • Excellent communication skills
  • High organization with strong project management and strong time management skills    

 

Read more
ekincare
at ekincare
10 recruiters
Gayathri Karamala
Posted by Gayathri Karamala
Remote, Hyderabad
0 - 1 yrs
₹1.2L - ₹2.0L / yr
Customer Support
Communication Skills
Active listening

About ekincare 

Join the fastest growing health benefits platform in India. ekincare is a Series A funded startup, Operating in one of the few industries with tailwinds from COVID-19. We are at the intersection of health & insure-tech, targeting South East Asia’s multi-billion dollar corporate health benefits market. Trusted by Fortune 500 companies, ekincare’s patent-pending preventive, predictive and personalized platform helps employers administer their health benefits efficiently, reduce health care costs by 20% and increase employees’ engagement. Recognized for our innovations by NASSCOM (10 most innovative start-ups), Aegis Graham Bell Awards (Most innovative enterprise app) and named as the best "Healthy Workplace Brand" in the IHW Summit. If you are ambitious, willing to unlearn and relearn in a fast-growing startup, dream about MAUs, client segmentation, funnels etc. and excited to apply your skills towards making India Inc. healthy, come, join us! 

Position : Process Associate - Contract to Hire 

Location -Hyderabad 

➔ Responsible for handling operations related to the backend by coordinating with vendors, customers & internal teams. 

➔ Manage the Backend process such as Appointment Confirmations, Reports Uploading with assertiveness. 

➔ Responsible for End to end backend support to operations enquiries, Confirmation follow-ups with Vendor/DCs. Working closely with Vendors/DC, Corporate Customers and internal stakeholders for Appointment confirmation, reports and ensure timely action of completing tasks at hand. 

➔ Ability to analysis the situation in hand and take a business decision to ensure Customer experience is not impacted 

➔ Working knowledge of Google sheets/Excel 

➔ The candidate should be self motivated and take initiatives and flexible to accommodate new responsibilities as and when the role demands. 

➔ Good communication skills in English & Hindi. 

➔ Additionally, should be Punctual, have an Eye to Detail, Quick learner, Team player, Basic computer Skills,& Professional approach towards work, with good work Ethics.

Read more
SINDUR
at SINDUR
1 recruiter
NOUFAL RISHAD
Posted by NOUFAL RISHAD
Kalpetta
3 - 4 yrs
₹1L - ₹1L / yr
Communication Skills
Customer Relationship Management (CRM)
Team Management
1. Greet and welcome customers with a pleasant attitude 2. Inquire what customers are searching for and guide them to the respective staffs/floor/coordinator 3. Maintain safe and clean reception area by complying with procedures, rules, and regulations 4. Maintain continuity among work teams by documenting and communicating actions, irregularities, and continuing needs 5. Contribute to team effort by accomplishing related results as needed
Read more
kiva solutions
at kiva solutions
1 recruiter
Man Singh
Posted by Man Singh
helsinki, Finland, europe
3 - 7 yrs
₹5L - ₹15L / yr
skill iconJava
skill iconNodeJS (Node.js)
Spring
Hibernate (Java)
J2EE
+2 more
Strong knowledge of full stack development and JAVA programming language. Hands on experience with modern APIs like REST. Knowledge about cloud technologies like OpenStack/AWS/Azure is a must. Good knowledge of Internet Protocols. Good knowledge on microservices. Telecommunication background is a big advantage. Knows how to design and write efficient code by using best software development practices, creating new application features using the Spring platform and implementing access to back end features by using REST. Strong fluency in English is required and good interpersonal skills. A team player with experience in a multi-disciplined team environment.
Read more
Why apply to jobs via Cutshort
people_solving_puzzle
Personalized job matches
Stop wasting time. Get matched with jobs that meet your skills, aspirations and preferences.
people_verifying_people
Verified hiring teams
See actual hiring teams, find common social connections or connect with them directly.
ai_chip
Move faster with AI
We use AI to get you faster responses, recommendations and unmatched user experience.
Did not find a job you were looking for?
icon
Search for relevant jobs from 10000+ companies such as Google, Amazon & Uber actively hiring on Cutshort.
companies logo
companies logo
companies logo
companies logo
companies logo
Get to hear about interesting companies hiring right now
Company logo
Company logo
Company logo
Company logo
Company logo
Linkedin iconFollow Cutshort
Users love Cutshort
Read about what our users have to say about finding their next opportunity on Cutshort.
Shubham Vishwakarma's profile image

Shubham Vishwakarma

Full Stack Developer - Averlon
I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
Companies hiring on Cutshort
companies logos