
Head of Operation & Cross-Sell (Health and Wealth Sales Head)
at Client based at Bangalore location.
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!

Similar jobs

About the Role
We’re hiring a Data Engineer to join our Data Platform team. You’ll help build and scale the systems that power analytics, reporting, and data-driven features across the company. This role works with engineers, analysts, and product teams to make sure our data is accurate, available, and usable.
What You’ll Do
- Build and maintain reliable data pipelines and ETL/ELT workflows.
- Develop and optimize data models for analytics and internal tools.
- Work with team members to deliver clean, trusted datasets.
- Support core data platform tools like Airflow, dbt, Spark, Redshift, or Snowflake.
- Monitor data pipelines for quality, performance, and reliability.
- Write clear documentation and contribute to test coverage and CI/CD processes.
- Help shape our data lakehouse architecture and platform roadmap.
What You Need
- 2–4 years of experience in data engineering or a backend data-related role.
- Strong skills in Python or another backend programming language.
- Experience working with SQL and distributed data systems (e.g., Spark, Kafka).
- Familiarity with NoSQL stores like HBase or similar.
- Comfortable writing efficient queries and building data workflows.
- Understanding of data modeling for analytics and reporting.
- Exposure to tools like Airflow or other workflow schedulers.
Bonus Points
- Experience with DBT, Databricks, or real-time data pipelines.
- Familiarity with cloud infrastructure tools like Terraform or Kubernetes.
- Interest in data governance, ML pipelines, or compliance standards.
Why Join Us?
- Work on data that supports meaningful software security outcomes.
- Use modern tools in a cloud-first, open-source-friendly environment.
- Join a team that values clarity, learning, and autonomy.
If you're excited about building impactful software and helping others do the same, this is an opportunity to grow as a technical leader and make a meaningful impact.

Job Description
We are looking for a senior resource with Analyst skills and knowledge of IT projects, to support delivery of risk mitigation activities and automation in Aviva’s Global Finance Data Office. The successful candidate will bring structure to this new role in a developing team, with excellent communication, organisational and analytical skills. The Candidate will play the primary role of supporting data governance project/change activities. Candidates should be comfortable with ambiguity in a fast-paced and ever-changing environment. Preferred skills include knowledge of Data Governance, Informatica Axon, SQL, AWS. In our team, success is measured by results and we encourage flexible working where possible.
Key Responsibilities
- Engage with stakeholders to drive delivery of the Finance Data Strategy
- Support data governance project/change activities in Aviva’s Finance function.
- Identify opportunities and implement Automations for enhanced performance of the Team
Required profile
- Relevant work experience in at least one of the following: business/project analyst, project/change management and data analytics.
- Proven track record of successful communication of analytical outcomes, including an ability to effectively communicate with both business and technical teams.
- Ability to manage multiple, competing priorities and hold the team and stakeholders to account on progress.
- Contribute, plan and execute end to end data governance framework.
- Basic knowledge of IT systems/projects and the development lifecycle.
- Experience gathering business requirements and reports.
- Advanced experience of MS Excel data processing (VBA Macros).
- Good communication
Additional Information
Degree in a quantitative or scientific field (e.g. Engineering, MBA Finance, Project Management) and/or experience in data governance/quality/privacy
Knowledge of Finance systems/processes
Experience in analysing large data sets using dedicated analytics tools
Designation – Assistant Manager TS
Location – Bangalore
Shift – 11 – 8 PMJob description – Sales & Partnerships
The goal of the role is to start and run the off-line Business Development function, to drive the company’s growth and brand presence. This is a new company function, giving you the opportunity to break new ground for the brand and be a driving force for the company’s success.
Responsibilities:
- Create and maintain a database of existing and new clients with complete details for e.g. City, Size bought, spending attributes, etc.
- Actively reaching out to existing customers.
- To provide great customer service by sending recommendations based on customer’s size, preference and design styles
- To build strong rapport with customers to achieve sales target
- Maintain continuous relationships with existing clients, at our Store, via what’s app and email
- Achieve monthly sales targets
- Dealing with customer complaints and suggesting solutions
- Taking full ownership from beginning to the end of the direct to customer sales partnership cycle.
- Build and keep long-term relationships with customers.
- Represent the company at exhibitions and events.
- Create and share performance & sales reports with the founder
- Analyzing sales date and patterns and adapting sales strategy
- Develop a deep understanding of the product USP’s and integrate them across various content avenues to increase sales.
- Come up with extraordinary Advert ideas that convert sales
- Drive revenue growth objectives
- Lead generation through new business and existing, retained clients.
- Develop, implement, and manage a thorough and consistent process with appropriate metrics for pipeline management?
- Be on top of relevant market trends, client needs, expectations and opportunities as well as shifts in the competitive landscape.
- Create new partnerships across India with offline stores based on brand positioning – more offline marketing?
- Conceive of and execute innovative partnership ideas. – marketing?
Ideal candidate
- 2+ years’ experience in Business Development, B2C Sales, Marketing or similar roles.
- A proven track record of winning new business to deliver growth.
- Possess a strong designer ladies fashion flare and passion
- Display a driven mentality and be able to tell us how you achieve your targets.
- A strong brand and product sensibility.
- Strong communication skills to build relationships with customers, a variety of partners and clients.
- A degree in Business, Sales, Marketing, or a related field
- A background in eCommerce, Luxury, Fashion or other creative industries is ideal
We are seeking a motivated and confident Telecaller to join our team in Delhi. The ideal candidate will be responsible for handling calls and maintaining customer relationships.
Key Responsibilities-
- Handle inbound customer queries and resolve issues promptly.
- Maintain and update customer databases.
- Provide accurate information and ensure customer satisfaction.
- Ensure customer satisfaction and handle complaints patiently.
- Note customer responses, objections and feedback.
Requirements-
- 1-3 years of telecalling or customer service experience.
- Good communication in Hindi and English.
- Ability to handle rejection and remain motivated.
- Positive attitude, patience and persistence.
Position/Title: NetSuite Developer/NetSuite Administrator
Department: ERP
Employment Type: Full-time
Location: Bangalore/Hyderabad
Shifts (if any): 10:00 AM - 7:00 PM (candidate should be flexible to work as per business requirement)
Experience: 5-10 years
About Aeries:
Aeries Technology is a Nasdaq listed global professional services and consulting partner, headquartered in Mumbai, India, with centers in the USA, Mexico, Singapore, and Dubai. We provide mid-size technology companies with the right mix of deep vertical specialty, functional expertise, and the right systems & solutions to scale, optimize and transform their business operations with unique customized engagement models. Aeries is Great Place to Work certified by GPTW India, reflecting our commitment to fostering a positive and inclusive workplace culture for our employees.
Read about us at https://aeriestechnology.com/careers/
Job Description:
Collaborate closely with stakeholders to comprehensively understand and analyze business requirements.
- Design and customize NetSuite solutions to meet business needs, including but not limited to financial management, CRM, inventory management, and e-commerce.
- Develop and maintain SuiteScripts (JavaScript-based scripting language) for customizations and automation.
- Integrate NetSuite seamlessly with third-party systems and applications using SuiteTalk (Web Services integration), RESTlet, or other integration methods.
- Provide ongoing support, troubleshooting, and maintenance for existing NetSuite implementations.
- Writing scripts, creating custom workflows, and integrating NetSuite with other systems as necessary to streamline operations and maximize system utility.
Qualifications:
- Bachelor’s degree.
- Excellent communication skills.
- Ability to work independently and in a team environment.
- Strong problem-solving and analytical abilities to tackle complex challenges and drive innovative solutions.
- Experience with SuiteBuilder, SuiteFlow, SuiteAnalytics, and SuiteCloud Development framework.
- Knowledge of web technologies like HTML, CSS, JavaScript, and RESTful APIs.
- Proficiency in in SuiteScript, including SuiteScript 1.0 and/or SuiteScript 2.0.
- Strong understanding of NetSuite architecture, data model, and capabilities.
- Experience with NetSuite SuiteCommerce Advanced (SCA) is a plus.
Job Description:
• At least 4+ years of hands-on experience on solution architecture, integration of solutions.
• Strong experience in the following domains: Java EE including (Web Services, REST,JPA), Spring, SOA, Design patterns, Unit and Integration test cases frameworks,Database (SQL & No SQL)
• Knowledge and experience with CI/CD tools and API usage in Mobile applications
• Able & willing to work hands on both solutions & development
• Able to coach / guide the junior members
Job Description- Business Development Executive
This is Purely a remote position based out of Ameyo’s Delhi Sales office.
The individual will be accountable for product Introduction, Demo, Customer adoption, Initial revenue generation, and customer satisfaction, of low net worth clients.
Key Responsibility Area:-
- Sourcing new sales opportunities through inbound lead follow-up and outbound cold calls and emails
- Understanding customer business processes, needs and requirements
- Need to follow complete sales cycle from lead qualification to sales closure and revenue generation.
- Research accounts, identify key RPC's and generate interest.
- Perform effective online demos to prospects
- Sending business proposals and negotiations.
- Creating a sales pipeline to accurately reflect the relative placement of sales prospects in the purchasing process.
- Developing in-depth knowledge of product features and benefits.
- Utilizing virtual meetings to build relationships with new customers.
- Processing customers' purchase orders and liaising with project and service team to ensure the timely delivery of ordered products.
- Advising customers on suitable product selection based on their needs and specifications.
Requirements: -
- Any UG/PG with excellent listening and presentation skills.
- Proven work experience of 2 years in inside sales.
- Technically proficient on SAAS platform and understanding of telecom products
- Customer-focused with the ability to understand the client queries
- Extremely process-oriented
- Contact centre solution understanding is an added advantage
- Ability to multi-task, prioritize, and manage time effectively.
- Building strong relationship with CX level.
- Excellent negotiation and consultative sales skills.
- Exceptional customer service skills.
- Proficiency in all Microsoft Office applications and Salesforce (CRM) software.
- Worked in a similar industry.
- Handled high profile, B2B clients


1. Django full stack development experience more than 4 - 6 years (Python, Django, PostgreSQL)
2. Experience of front-end development (Angular, Bootstrap, CSS, jQuery)
3. Bug fixing in Django/Python/Web protocol
4. Having experience in development of heavy traffic web solution
5. Experience in working with LMS tools customization and integration will be added advantage Education Bachelor's degree in Computer Science or related field or equivalent degree
Hi , Greeting form LMV Investment Services Pvt Ltd!!
Looking for TEAM LEADER- FEMALE !!!!
Job Description:
We are looking for an experienced Telecaller who can handle the team and align them towards the sales targets.
Roles and Responsibilities:
- The team leader will be responsible for supervising & managing the team and also responsible for Handling the team & and also need to focus to reach the targets & revenue of the company
- Handle the Telecalling team.
- Should have a good knowledge about health insurance, life insurance & general insurance
- Communicating verbal acceptances of offers to our Sales team for closing.
- Recording all successful and unsuccessful attempts to close sales.
- Attending regular team meetings to clarify progress and performance-related expectations.
- Monitoring the calls
- Managing and maintaining the given data
- Submitting the reports of calls at the end of the day
Requirements:
- Computer Literacy
- Leadership capabilities
- Prior Telecalling experience
Criteria Required:
- Age Limit Upto 27 years.
- Education Qualification: Graduate any stream.
- Job Location : soamjiguda branch
- Experience of at least 3 to 4 years of Life Insurance sales.

