Implementation consultants

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!

Key Responsibilities • Lead the end-to-end CRM program lifecycle – from requirements gathering and solution design to deployment, integration, and stabilization. • Manage CRM solution implementation (e.g., Salesforce, Microsoft Dynamics, or equivalent) with a focus on banking use cases such as onboarding, KYC, customer 360, workflows, and service automation. • Ensure seamless integration with core banking, contact center, digital channels, and third-party applications. • Develop and maintain the project plan, budget, risk register, and governance framework. • Drive stakeholder alignment between business teams (Sales, Service, Compliance, Operations) and technology vendors. • Oversee data migration, quality, and governance for accurate customer 360 views. • Establish change management and training programs to drive user adoption. • Ensure delivery within agreed timelines, budget, and compliance requirements. • Provide regular reporting to steering committees and senior management. 

Job Title: Field Sales Executive - Healthcare (Doctor Outreach)

Location: Mumbai, Delhi, Bangalore, Kolkata, Chennai, Hyderabad, Pune, Ahmedabad

About Cureya:

Cureya is a leading provider of healthcare services, dedicated to empowering doctors and sharing their knowledge with the world. We offer comprehensive book writing, publishing, and marketing services to help medical professionals create impactful and informative books.

Job Description:

As a Field Sales Executive, you will play a crucial role in driving growth for Cureya by reaching out to doctors and medical practitioners in metro cities across India. Your primary responsibility will be to encourage doctors to publish their books with our assistance, enabling them to share their valuable expertise and experiences with a wider audience.

Key Responsibilities:

• Identify and target potential clients (doctors and medical practitioners) in metro cities.
• Reach out to doctors through in-person visits to their clinics or offices.
• Educate doctors about the benefits of publishing their books and how Cureya can assist them throughout the process.
• Address queries and concerns from potential clients.
• Negotiate and close deals with doctors who are interested in our services.
• Maintain accurate records of interactions and sales activities.
• Contribute to the development of sales strategies and tactics.

Requirements:

• Proven experience in healthcare sales or a related field.
• Existing network of contacts within the medical community.
• Ability to reach 6-10 clinics on a daily basis.
• Excellent communication and interpersonal skills.
• Strong negotiation and persuasion abilities.
• Self-motivated and results-oriented.
• Ability to work independently and as part of a team.

Preferred Qualifications:

• Bachelor's degree in business, marketing, or a related field.
• Previous experience in the publishing or media industry.

Benefits:

• Competitive salary and commission structure.
• Opportunities for career growth and advancement.
• Flexible work arrangements.
• Supportive and collaborative work environment.

Join Cureya and make a meaningful impact on the healthcare industry!

1.Outbound calls

2.Product/Service Knowledge

3.Lead Generation

4. Relationship Building

5. Sales Pitch

6.CRM Management

7.Follow Up

8.Collaboration

➢ Manage initial discovery calls with customers leads

➢ Understands Customer’s Business and keeping empathetic approach towards customers

➢ Building Trust and Transparency with Customers

➢ Go-getter attitude to close the lead

➢ Creating and delivering impressive presentation/demo to the customer

➢ Managing follow-up activities to ensure customer engagement

➢ Negotiating contracts

➢ Working on guidelines by senior level peer

➢ Gaining know-how expertise in the ERP Business Applications

➢ Preparing RFP/RFI as per the customers’ need

➢ Continuous efforts to achieve sales quotas

➢ Self upgradation through industry study and research

Requirement-

- Min 2.5 Years development experience on the SugarCRM / SuiteCRM platform

- Design, implement, test and maintain our CRM built on SuiteCRM

- Setup integrations to various systems

- Create and maintain software documentation

- Implement Proof of Concepts for testing business ideas

- Recommend ways to improve reliability, maintenance, efficiency, and quality

- Follow SCRUM Agile Development methodology

- Experience on large scale projects

- Expertise in security framework

- Develop new modules, components and improve functionality in existing modules

- Experience with composer and upgrade safe modules

- Experience in SuiteCRM upgrade and code optimization

- Experience with MySQL database would be preferred

- Solid knowledge of beans, workflow, logic-hooks, Reports, roles & permissions and security groups