
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!

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Mail updated resume with current salary-
Emil: jobs[at]glansolutions[dot]com
satish: 8851O 18162
Website: www.glansolutions.com
Click for more jobs- https://glansolutions.com/jobs.php
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Can Follow me on Linked In for direct messages - https://www.linkedin.com/in/codeflies-hr
BOSON is a fast-growing startup in the technology innovation space. We build an AI based platform for the ecommerce domain. Our parent company Ergode is a bootstrapped company and is a potential Unicorn. Also, we have nearly 70+ technologists, from full stack developers, project managers, product managers, data scientists and devops engineers. We are expanding our core team and this role is specifically for the same. Along with working on latest technologies we also provide ESOP’s program for all our employees, and also have an open culture for growth and career development. We are seeking to hire Tech Lead who have experience with web-application development. You will be a part of a full-stack creative team that is responsible for all aspects of the ongoing software development from the initial specification, through to developing, testing and launching.
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We are a Tech Holding Company and our portfolio companies generate millions in revenue. What is unique about FirstPrinciples is that most of our companies remain controlled and majority owned by First Principles and its team members rather than by external investors. We are proud that our product engineering team builds world class products from India. https://firstprinciples.io/">https://firstprinciples.io/
About this Role
As we scale and build our organisation, we would like to add an individual to our core Technical Leadership who can scale our key products and projects and help us build and foster relationships with Enterprise clients.
We are looking for an experienced Technology Leader to join our fast growing organisation to help us with driving Technical Strategy, Approach and oversee the Implementation for internal and external products. You should be someone who loves Engineering, have amazing debugging skills and slay problems with technology.
In this role, you will undertake Technical / Solution Architecture and should also be able to help team with Engineering and coding wherever required. That includes, working along with the team, writing code, doing R&D or POCs, ensuring we follow modern industry standards and building beautiful high performing Software and Applications and thus delivering a better solution and product. You will also help FP build strong relationships with clients and technical leadership on the client side.
You would be required to have a minimum of 10+ years of experience with a mix of Engineering, DevOps, Infrastructure, Cyber - Network Security, Enterprise Application Maintenance, Database Management along with Project, Client and People Management skills which are necessary to lead the team and be their voice. You should be a leader and not just a manager who loves delegating things to the off-shore team, but rather someone who would not hesitate to take over Git-Pull and start writing code and show ‘here is how it’s done’ and amaze everyone with your expertise! :-)
Because this is a Senior role, you would also be involved working with the Product/Project Manager and will be responsible for the delivery and output.
Tech Stack [High-Level]: We are JavaScript focused i.e. we work in ReactJS, NodeJS, AngularJS, TypeForm, TypeScript, Redis. On the server side, we work with AWS/GCP/DO. Database: MySQL, PostgreS and MongoDb. API: REST and GraphQL API. We also have a strong DevOps stack - including Kubernetes(K8), Dockers and CI/CD automation.
Interview Process:
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- 15 min on why you want to join our team and your expectations, future plans
- 15 min Q&A
- 60-90 min Technical Interview (May be more than 1)
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- 45-60 min Final Call
- 15 min discussion on results
- 15 min CTC expectations / negotiations
- 15 min closure
- 15 min buffer
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