
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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Department: Cybersecurity / Network Security
Location: Bangalore
Job Type: Full time
Gross Salary: 10 - 12 LPA
Experience: 3–5 Years
Key Responsibilities:
- Lead partial or full deployment of Cisco SSE components under guidance from senior engineers.
- Configure and optimize Cisco (ZTNA, SASE, SWG, CASB).
- Assist in integrating Cisco SD-WAN (Viptela/Meraki) into SSE frameworks.
- Perform Level 2 troubleshooting, including analysing logs, policy behaviour, and network flow.
- Engage directly with client IT teams to provide remote support, training, and resolution planning.
- Contribute to maintaining solution documentation, run books, and knowledge base.
- Participate in upgrade/migration projects and post-deployment optimization efforts.
Technical Skills Required:
- Good understanding of Cisco SD-WAN (routing, security policies, cloud integration).
- Familiarity with SASE architecture, ZTNA, SWG, CASB, and cloud security posture.
- Ability to perform log analysis, packet capture interpretation, and root cause diagnosis.
- Comfort with CLI and web-based interfaces of security/networking tools.
- Basic scripting/automation (Python, Shell) experience is a plus.
Certifications (Preferred but Not Mandatory):
- Cisco Certified Specialist – Security Core / CCNP Security
- Cisco Umbrella and Duo product training/certification
- Other SASE/SSE vendor exposure (Zscaler, Prisma, Netskope) is a plus
1. Candidate should have a consultative approach not just pre sales call approach.
2. Must be from B2B SAAS, MarTech or SalesTech but product based company only
3. Should be able to prepare pitch decks for the clients
4. 3 to 5 years of experience in a Solutions Consultant, Pre-Sales Engineer, Technical Consultant, or similar customer-facing technical role
5. Solid technical foundation with the ability to explain complex concepts clearly
6. Exceptional communication and presentation skills, with the ability to articulate value and technical information effectively
7. Expereince between 3 to 6 years will only be considered. More than 6 years candidates are not applicable
What you will do:-
● Partnering with Product Managers and cross-functional teams to define metrics, build dashboards, and track product performance.
● Conducting deep-dive analyses of large-scale data to identify trends, user behavior patterns, growth gaps, and improvement opportunities.
● Performing competitive benchmarking and industry research to support product strategy and prioritization.
● Generating data-backed insights to drive feature enhancements, product experiments, and business decisions.
● Tracking post-launch impact by measuring adoption, engagement, retention, and ROI of new features.
● Working with Data, Engineering, Business, and Ops teams to design and measure experiments (A/B tests, cohorts, funnels).
● Creating reports, visualizations, and presentations that simplify complex data for stakeholdersand leadership.
● Supporting the product lifecycle with relevant data inputs during research, ideation, launch, and optimization phases.
What we are looking for:-
● Bachelor’s degree in engineering, statistics, business, economics, mathematics, data science, or a related field.
● Strong analytical, quantitative, and problem-solving skills.
● Proficiency in SQL and ability to work with large datasets.
● Experience with data visualization/reporting tools (e.g., Excel, Google Sheets, Power BI, Tableau, Looker, Mixpanel, GA).
● Excellent communication skills — able to turn data into clear narratives and actionable recommendations.
● Ability to work collaboratively in cross-functional teams.
● Passion for product, user behavior, and data-driven decision-making
● Prior internship or work experience in product analytics, business analysis, consulting, or growth teams.
● Familiarity with experimentation techniques (A/B testing, funnels, cohorts, retention metrics).
● Understanding of product management concepts and tools (Jira, Confluence, etc.).
● Knowledge of Python or R for data analysis (optional but beneficial).
● Exposure to consumer tech, mobility, travel, or marketplaces. .
- Candidate Must be a graduate from IIT, NIT, NSUT, or DTU.
- Need candidate with 1–2 years of pure Product Analyst experience is mandatory.
- Candidate must have strong hands-on experience in Product + Data Analysis + Python.
- Candidate should have Python skill on the scale of 3/5 at least.
- Proficiency in SQL and ability to work with large datasets.
- The candidate must experience with A/B testing, cohorts, funnels, retention, and product metrics.
- Hands-on experience with data visualization tools (Tableau, Power BI, Looker, Mixpanel, GA, etc.).
- Candidate must have experienece in Jira.
- JEE, WebSphere App Server, Tomcat/jboss, development background
- Oracle DB/MySQL/Sybase/PostgreSQL
- Performance tuning in application connection pool, application server
- Basic Unix command and shell programming
- Thread dump, heap dump analyzing knowledge, tool used in thread dump
and heap dump
- Production issue troubleshooting
- Connection pool, application server configuration, JVM parameter configuration
- Good to have back base/flex cube technology hands on
- Technical Lead, Developer background
Experience of design and development of Enterprise grade Mobile application
Hands on experience in performance tuning, debugging, monitoring
Experience designing clean and maintainable APIs
Experience with multithreaded programming, reusable frameworks, UI components, Android Jetpacks
tools and optimization techniques
REST API based web service and other system integration, web service integration,
Preferably have working experience of technologies like webRTC, ReactJS, NodeJS, JSON, Other hybrid
application development platform
Previous experience of developing VoIP based solution, live streaming/video calling based application
Nice to have: experience on Server side technologies like: J2EE, PHP. RDBMS knowledge on
MySQL/Oracle; Other associated technologies like: Git, JIRA, AWS technologies, Linux; Agile development
methodologies; Design Patterns like: MVC, MVVM ; Knowledge on various Security standards
DevOps understanding is a plus.
Previous experience of working in Product/Solution development or Start-ups will be added advantage
Domain Knowledge: Health care
Good Communication skil
Our client is an expert in education financing and counselling related to higher studies abroad. They help students to understand about scholarships in various colleges abroad, whether they are eligible and how to apply for such esteemed institutions. Their dedicated page enlists every scholarship available across the globe, apart from other facilities required by students like visa counselling, forex, accommodation, Peer contacts etc.
They also offer the best resources for exams like IELTS, TOEFL and GRE apart from organising webinars and events to connect with industry experts, alumni and fellow students - that helps to prepare for these travels, loans and more. Partnered with the most prominent Banking and non-banking financiers, the team is led by FinTech-experienced IIT Kanpur alumni, passionate about offering sustainable financial offerings.
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What you will do:
- Interpreting creative briefs to develop and produce creative concepts through execution on assigned brands
- Researching and understanding the target audiences, through online searches, reviews of existing research, interviews with subject matter experts and in-person meetings
- Writing original copy and editing content for a range of corporate marketing and communications materials
- Revising copy based on feedback/ direction
- Maintaining up-to-date knowledge of communication and industry trends
- Staying updated on appropriate style guidelines and brand voice for consistency in messaging
Desired Candidate Profile
What you need to have:- Bachelor’s degree in journalism, English, communications or related discipline
- Minimum 2-5 years professional copywriting experience with solid portfolio of work
- Exceptional writing and research skill
- Ability to work independently and with a team to meet deadlines
- Excellent organizational skill and multitasking ability
- Social media or content marketing experience a plus
- Proofreading experience and familiarity with standard style guides a plus
- Experience working with content management systems, WordPress, etc.
- A keen eye for detail and appreciation of great design
Responsibilities:
- User-centric development of high-quality code that is maintainable and testable
- Utilize flutter to design and build complex applications
- Create custom packages in flutter by employing the functionalities as well as the APIs accessible in native Android and iOS
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- Propose ideal Data Structure keeping in mind space and time complexity
- Stay up-to-date with the industry trends and best practices
- Keep the Scrum Team up-to-date by updating and managing the code and the project on Git
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- Ensure, through validation of the cloud system, that new changes are not affecting the security of the backend server
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- Be part of the core team developing new app features while focusing on improving our existing code
- Self-starter with excellent analytical, communication, and problem-solving skills
Basic Qualifications (Required Skills/Experience):
- At least 2 years of experience in mobile app development
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- Experience shipping two or more Android and/or iOS based applications utilizing hybrid technologies (flutter, ionic framework, react native, Xamarin)
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Preferred Qualifications (Desired Skills/Experience)
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• Contribute in all phases of the development life-cycle
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• Be an evangelist for Rails and software engineering best practices
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• 2+ years of overall web development experience
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• Highly proficient in the data structure, algorithms, design patterns, and databases
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- Excellent knowledge of multiple technologies like .NET 4.0-4.6, ASP.NET, MVC, CSS, C# .NET, VB.NET, AJAX, JQuery, AngularJS, ADO .NET, Entity Framework.
- Working Knowledge in MVC Architecture will be preferable.
- Experience in Web Services, WCF, Web API.
- Experience in Windows Forms, WPF.
- Experience in JavaScript, Ajax, JQuery.
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