IGLOBAL IMPACT ITES PVT. LTD. is hiring candidates for US Process

Key Responsibilities

• Generate leads and make cold calls and reference calls to arrange a meeting for discussion.

• Develop a growth strategy to bring financial gains and delighting clients.

• Suggest ways and means to endorse the products and services of the organization.

• Keep a close tab on the strategic moves made by the competitors.

• Maintain and manage records of sales, revenue, collections, invoices and others.

• Build long-term association with the existing clients and prospects.

• Nurture the subordinates to turn into thorough professionals.

• Prepare bespoke sales contracts

• Attend conferences, exhibitions and fairs to promote the company’s offerings.

• Develop new markets and regions to promote the products and services of the organization.

• Align personal goals with the vision and key objectives of the organization.

Build and maintain strong, long-term relationships with existing and prospective clients.

Understand client requirements and recommend appropriate products or services.

Act as the primary point of contact for assigned clients.

Regularly follow up with clients to ensure satisfaction and identify new business opportunities.

Generate leads through referrals, networking, calling, and other business development activities.

Achieve assigned sales, revenue, and relationship-management targets.

Handle client queries, concerns, and escalations professionally and ensure timely resolution.

Coordinate with internal teams to ensure smooth service delivery.

Maintain accurate records of client interactions, follow-ups, and sales activities.

Identify opportunities for cross-selling and upselling.

Prepare and share periodic client and sales reports with management.

Stay updated on company offerings, industry trends, and competitor activities.

Build and maintain strong, long-term relationships with existing and prospective clients.

Understand client requirements and recommend appropriate products or services.

Act as the primary point of contact for assigned clients.

Regularly follow up with clients to ensure satisfaction and identify new business opportunities.

Generate leads through referrals, networking, calling, and other business development activities.

Achieve assigned sales, revenue, and relationship-management targets.

Handle client queries, concerns, and escalations professionally and ensure timely resolution.

Coordinate with internal teams to ensure smooth service delivery.

Maintain accurate records of client interactions, follow-ups, and sales activities.

Identify opportunities for cross-selling and upselling.

Prepare and share periodic client and sales reports with management.

Stay updated on company offerings, industry trends, and competitor activities.

Sales Representative

We seek a skilled and driven Sales Representative who excels in a fast-paced sales environment. This

individual will contribute to the attainment of lead acquisition and conversion goals by engaging in

calls, collaborating with channel partners, visiting prospective clients in-person and generating

interest while qualifying prospects.

Responsibilities:

1. Establishing connections with company CXOs through LinkedIn, understanding their needs, and

initiating initial discussions with the relevant channel head.

2. Conducting daily calls to follow up on generated leads, both inbound and outbound, to

assess their qualification.

3. Handling both inbound and outbound calls to evaluate lead qualifications.

4. Comprehending client requirements and effectively presenting product

offerings.

5. Qualifying leads and forwarding them to the respective stakeholders.

Requirements:

1. Demonstrated expertise in handling incoming and outgoing calls.

2. 0 to 1 years of sales experience, preferably in the Fintech sector.

3. Proven track record in successful lead generation.

B2B sales experience is essential.

4. Fundamental knowledge of business banking and lending products.

5. Proficient in managing a high volume of calls daily with a strong phone

presence.

6. Familiarity with CRM systems, such as Freshworks or equivalent.

7. Exceptional verbal and written communication skills.

Effective listening and presentation capabilities.

8. Ability to multitask, prioritize, and efficiently manage time.

9. Previous experience in a financial organization is

advantageous.

Job Description:

We are seeking dynamic and motivated individuals to join our team as Management Trainees in Inside Sales. This is a campus hiring opportunity for fresh graduates or individuals with up to 1 year of experience. The ideal candidates should be fluent in English and will be based in Hyderabad.

Responsibilities:

Inside Sales:

Engage in outbound calling and email campaigns to generate leads and promote products/services.

Work towards achieving sales targets and key performance indicators.

Market Research:

Conduct market research to identify potential customers and industry trends.

Gather information on competitor activities and market dynamics.

Customer Relationship Management:

Build and maintain positive relationships with customers.

Address customer inquiries and provide information about products/services.

Language Proficiency:

communicate effectively with customers in different regions.

Training and Development:

Participate in training programs to enhance product knowledge and sales skills.

Stay updated on industry best practices and sales techniques.

Collaboration:

Work collaboratively with the sales team and other departments to achieve overall business objectives.

Coordinate with team members to share insights and strategies.

Sales Reporting:

Maintain accurate and up-to-date records of customer interactions and sales activities.

Provide regular reports on sales performance to the management.

Adaptability:

Adapt quickly to changes in product offerings, sales strategies, and market conditions.

Embrace continuous learning and improvement.

Requirements:

Bachelor’s Degree in business, Marketing, or a related field.

Strong communication and interpersonal skills.

Positive and proactive attitude with a willingness to learn.

Ability to work in a fast-paced and target-driven environment.

Basic understanding of sales principles and customer service.

Position: Corporate Sales Manager –

Mutual Fund Role Overview The role involves engaging with Corporate, HNI, UHNI and Retail clients to provide customized investment advisory solutions, manage key relationships, and drive business growth.

Depending on experience, the incumbent will be responsible for one or more activities related to client acquisition, surplus management, financial advisory, relationship development, and marketing of investment products.

This position requires strong client-facing abilities, strong understanding of financial products, and the capability to deliver high-quality, insights-led advisory services.

Key Responsibilities

● Understand client requirements and recommend investment products aligned with financial objectives and risk profile.

● Advise Corporate, HNI, and Retail clients on surplus fund management and portfolio suitability.

● Stay updated on financial markets, economic conditions, and investment product offerings.

● Meet corporate clients (primarily Treasury, Finance & Accounts teams), HNIs, and retail prospects to introduce SPA’s wealth and advisory services.

● Generate business leads, evaluate enquiries, and propose effective investment solutions.

● Identify and develop relationships with strategic partners to expand outreach and opportunities.

● Manage client relationships end-to-end, ensuring proactive engagement and personalized service.

● Retain and expand the existing client base through structured follow-ups and consistent value delivery.

● Ensure timely resolution of post-sales service issues and continuously explore cross sell/up-sell opportunities.

● Work closely with internal research, product, and marketing teams to develop relevant investment ideas and marketing collateral.

● Enhance SPA’s visibility and recall as a preferred wealth advisor among Asset Management Companies and Clients.

● Maintain professional conduct and ensure high service quality to meet and exceed client expectations.

Skills & Experience

● Minimum 8 years of experience in sourcing and managing HNI clients in wealth management or related financial services.

● Strong understanding of Equity and Debt Capital Markets, mutual funds, insurance, and structured investment solutions.

● Familiarity with global markets and international investment products will be an added advantage.

● High level of comfort with technology platforms, digital tools, CRM systems, and AI assisted advisory workflows.

● Excellent communication, presentation, negotiation, and relationship management skills with strong proficiency in English.

Qualifications & Certifications

● Degree in Finance with qualifications such as CA / CFA / MBA / PGDM and a strong academic background.

● Mandatory NISM / AMFI certifications.

● Certifications in FinTech, AI in Finance, Data Analytics, or Digital Wealth Management will be considered a strong bonus.

● Existing strong client relationships will be given due weight. Remuneration Compensation will be as par with the best in the industry, with an attractive performance linked variable structure.

Location: Janakpuri, New Delhi