Implementation consultants

‘Arth Vipra Finvest Pvt Ltd’ founded in 2021, meaning of this name is “Money Expert”, aims to serve the needs of individuals and enterprises in managing their finances by providing research-based distribution of world-class financial products keeping affordability in mind, and leveraging the best technology-based solutions. Arth Vipra Finvest Pvt Ltd has clients from all over the globe and is scaling up its reach using digital processes.

As an experienced and visionary Sales Manager, you will lead our mutual fund and insurance sales division. The ideal candidate will be a strategic thinker with a proven track record of driving revenue growth, expanding market presence, and building high-performing sales teams. This role offers an exciting opportunity to shape the future of our sales operations and drive business success in the financial services industry.

Key Responsibilities: 

·      Market Research and Analysis

·      Sales

·      Marketing Initiatives

·      Customer Relationship Management

·      Administrative Tasks

KRAs

Description

1.     Market Research and Analysis

·       Develop and implement strategic sales plans and initiatives to achieve revenue targets, market share growth, and profitability.

• Define sales objectives, set performance metrics, and establish action plans to drive results and meet business goals.

2.    Sales

·        Lead, mentor, and inspire a team of sales managers and representatives, fostering a culture of excellence, collaboration, and continuous improvement.

·         Provide guidance, coaching, and support to develop sales talent and maximize individual and team performance.

3.     Marketing Initiatives

·        Build and maintain relationships with key clients, strategic partners, and industry stakeholders to drive business development opportunities and enhance client satisfaction.

·        Collaborate with the sales team to identify client needs, customize solutions, and deliver value-added services.

4.     Customer Relationship Management

·        Identify new market opportunities, industry trends, and emerging customer needs to capitalize on growth potential and expand market presence.

·        Develop and execute market penetration strategies, targeting specific segments and geographic regions.

5.     Administrative Tasks

·        Oversee all aspects of sales operations, including sales forecasting, budgeting, pipeline management, and performance tracking.

·        Analyze sales data, market trends, and competitive landscape to assess performance, identify areas for improvement, and drive informed decision-making.

6.     Cross-Functional Collaboration

·        Collaborate closely with internal stakeholders, including marketing, product development, operations, and finance teams, to ensure alignment of sales strategies with overall business objectives.

·        Drive cross-functional initiatives to enhance sales effectiveness, streamline processes, and optimize resource allocation.

Other Details:

Education/Qualification/Training

Master’s/ bachelor’s degree in business administration, Marketing, Finance, or related field.

NISM exam-module VB : Mutual Fund Distributors (certification required within a month of joining)

Experience

Prior experience in sales or marketing roles (BFSI sector experience)

Skills

·        Proven expertise in mutual fund and insurance sales, with a deep understanding of products, markets, and industry regulations.

·        Strong leadership and management skills, with the ability to inspire and motivate teams to achieve ambitious goals.

·        Strategic thinker with excellent analytical and problem-solving abilities, capable of translating market insights into actionable sales strategies.

·        Exceptional communication, negotiation, and relationship-building skills, with the ability to influence stakeholders at all levels.

·        Demonstrated ability to thrive in a fast-paced, dynamic environment and drive change and innovation.

Overview

We at PEMS digital aim to create a smarter, greener tomorrow for you, with your expertise. All of us are guided by finding and employing efficient data handling to push the frontiers of human engagement, whether it be with infrastructure, mobility, logistics or the myriads of other industries we hope to expand into. We believe in visualizing the technology of tomorrow today, and thus, priorities the attitudes of collaboration, creation and adaptability to create an ecosystem that will foster talent.

Role Overview:

We are seeking a dynamic and motivated Presales (Inside Sales).

This role is perfect for individuals looking to gain hands-on experience in sales processes, client engagement, and lead generation

Key Responsibilities:

 Conduct market research to identify potential clients and key decision-makers.

 Assist in lead generation and prospecting activities using various tools and platforms.

 Reach out to prospects via calls, emails, and social media to introduce company products/services.

 Support the sales team in preparing proposals, presentations, and sales collateral.

 Schedule meetings and product demos for the sales team.

 Maintain and update CRM systems with accurate lead and customer information.

 Collaborate with marketing to align lead generation efforts with campaigns.

 Track and report on outreach and lead generation metrics.

Qualifications:

 Pursuing or recently completed a degree in Business, Marketing, Sales, or a related field.

 Strong communication and interpersonal skills.

 Basic understanding of sales principles and customer relationship management.

 Self-motivated, goal-oriented, and eager to learn.

 Ability to multitask and manage time effectively.

What You will Gain:

 Hands-on experience in presales and inside sales processes.

 Exposure to sales tools and CRM platforms.

 Opportunity to develop client engagement and communication skills.

 Mentorship and guidance from experienced sales professionals.

BhaiFi is seeking a Female Customer Success Associate who will focus on establishing and maintaining positive client relationships from an operational and strategic perspective. The person will utilize client relationship management skills to maintain and renew existing contracts, as well as to obtain additional revenue within the assigned account workload.

Responsibilities and Duties

• Provide world-class client support by working with clients to establish critical goals.
• Take ownership of the customer’s operational needs and steward throughout the organization as required.
• Analyze customer data to improve customer experience.
• Hold product demonstrations for customers.
• Responsible for customer onboarding processes.
• Evaluate and improve tutorials and other communication infrastructure.
• Mediate between clients and the organization.
• Handle and resolve customer requests and complaints.
• Minimize customer churn.
• Continuously seek opportunities to increase customer satisfaction and deepen client relationships, revenue, profitability, and loyalty
• Ensure CSATs and NPS scores are maintained Assisting Sales Team
• Highly organized and able to multi-task.
• Self-driven and proactive nature.
• Excellent communication and interpersonal skills.
• Patient and active listener.
• Passion for service.

Qualifications and Skills

• High computer literacy and ability to learn new software.
• Knowledge of Technology and Software Solutions.
• Bachelor’s degree or equivalent education in Computer Engineering preferred.
• Job experience of 6 months to 2 years would be preferred.
• People from the Gurgaon location would be preferred.

The role will be part of our customer success team. You will work extensively on large datasets to identify and help remediate data risks for customers from diverse domains, and support them as a trusted security advisor. 

Responsibility 

• Analyse customer data on Concentric Platform, extract relevant insights to identify data risks, develop risk remediation strategies 
• Prepare and present data risk reports to customers. Handhold them for implementation of the risk remediation strategies 
• Develop, curate and maintain training datasets for AI models 
• Label large datasets for supervised learning of AI models 
• Serve as customer’s trusted data security advisor, providing subject matter expertise, strategic guidance to drive adoption of concentric platform aligned with customer objectives

• Strong experience on with data analytics. Proven ability to extract relevant insights from big volumes of data to solve specific problems. Eye for detecting trends, anomalies in data. 
• Experience in developing training datasets for AI models and data labelling for supervised learning of AI models. 
• Excellent attention to detail 
• Customer advisory experience preferably in data security domain 
• Experience on with Excel as data analysis and reporting tool is required. Knowledge of other tools like Python, Kibana, Jira, ppt will be a plus. 
• Broad knowledge of operationalizing data security, regulations and standards will be an advantage 
• Excellent communication skills across various formats and mediums. Strong presentation and facilitation skills
• Use creative problem-solving skills to help customers reach their business goals and maximize the value they are getting from Concentric platform
• Graduate/Post Graduate in Engineering discipline from premium institute 

About Tacnik:

Tacnik is an award-winning technology startup founded in 2016, Tacnik’s USP is its ability to combine myriad technologies — Virtual Reality, Augmented Reality, IoT, Gesture Technology, App Development & Game Development— to create holistic experiences for clients. 

Job Description:

We are looking for a tenacious Client Relations Specialist to become the face of the organization by being the first point of contact for incoming & outbound leads. The ideal candidate will have excellent communication skills and can understand the jargon of technical teams and clients' needs, helping to facilitate communication among those groups. The core responsibility will include lead nurturing & onboarding clients along with closely working on the CRM tool and strategizing based on various parameters such as clients' demographics. Experience of working within a sales team (for technology-based products) and a track record of working closely with product managers and clients (directly) is preferred.  

Skills:

Excellent written and verbal communication skills

Excellent technology skills and use of web-based applications

Confident speaker & a passion for relationship building

Highly creative with a focus on problem-solving

Excellent organizational skills

Good data analysis skills

Strong grasp of MS Office

Resilience and persistence

Results orientated

Responsibilities:

Pre-Sales:

Handling and directing sales enquiries.

Nurturing incoming deals and leads into prospective clients - Providing product demos & answering client’s questions & concerns.

Negotiating deliverables, commercials & timelines with clients.

Manage confirmed projects: o Review and approve proposals or requests, providing supporting material.

Align product team and client on expectations, deliverables & timelines.

Build, update & manage insightful analytical reports for clients & for the company to evaluate ROI.

Product Improvisation:

Understand client expectations & challenges of technologies to negotiate possible deliverables. Perform competitor analysis to understand features and improve product.

Others:

Managing & maintaining deals & projects on our cloud-based CRM system.

Communicating internally to brief colleagues on opportunities and pipeline status.