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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!

• Oversee daily store operations, ensuring everything runs smoothly and efficiently.
• Manage and lead a team of sales associates, setting goals and providing coaching to ensure targets are met.
• Maintain high standards of customer service, addressing customer concerns and feedback.
• Monitor inventory levels, order stock, and manage product displays.
• Analyze sales data and prepare reports for senior management.
• Implement promotional activities and sales strategies to drive revenue.
• Ensure compliance with all company policies, health and safety regulations, and local laws.
• Conduct regular store audits and ensure the store's appearance is up to company standards.
• Handle store budgets, payroll, and scheduling efficiently.

What You’ll Do:

• Improve website rankings on Google and other search engines.
• Research keywords and optimize content.
• Build high-quality backlinks.
• Analyze website performance using tools like Google Analytics.

What We’re Looking For:

• Familiarity with tools like SEMrush or Ahrefs.
• Understanding of keywords, backlinks, and analytics.
• Passionate about digital marketing.

Why Join Us?

• Work on exciting projects.
• Grow your skills with a supportive team.

Coordinate internal resources and third parties/vendors for the flawless execution of projects

Ensure that all projects are delivered on-time, within scope and within budget

Developing project scopes and objectives, involving all relevant stakeholders and ensuring technical feasibility

Ensure resource availability and allocation

Develop a detailed project plan to track progress

Use appropriate verification techniques to manage changes in project scope, schedule and costs

Measure project performance using appropriate systems, tools and techniques

Wallero is hiring .Net Full stack Developers with 4+ years of experience in Hyderabad, Telangana, India.

This is a permanent, full-time position.

About Wallero: http://www.wallero.com/

Key Responsibilities:

- Proficiency in C#, Angular, SQL, Azure, and RestAPIs.

- Fluent in Azure & Microsoft .NET Stack for Web Applications & API Development.

- Experience building, maintaining, and integrating applications in various tech stacks including MVC, .Net, C#, SQL, and Angular.

Interested candidates can apply the job.

References are highly appreciated.

Requirements -

• Bachelor’s Degree with 0-3 years of industry experience as an automation tester in Selenium/Python and Appium/Python
• Hands on Experience in designing highly reusable and efficient Automation Test framework design in Selenium/Python and Appium/Python and able to maintain/support an automation framework
• Experience in building and adhering the automation processes/standards and guidelines to meet code quality benchmark and robustness of overall framework for future maintenance
• Experience in developing high-quality test automation suite in a cross-browser environment
• Experienced in working with different Data Types, Variables, Operators, Flow Control Statements, and Methods
• Ability to handle exceptions, File I/O, API interactions and Database Operations
• Good understanding of QA methodologies, software testing life cycle and processes.
• Good knowledge of different types of Element Locators, Inspecting Elements and Selenium WebDriver API Commands or Methods
• Rich experience in failure debugging and writing clean & efficient code with strong SQL skills
• Strong analytical and problem-solving skills
• Experience in building end to end automation scripts with code modularity and reusability

Preferred -

• Experience in Automation development in an agile environment
• Working knowledge of test management tools Visual Studio/JIRA
• Responsible for maintaining latest code artifacts in version control systems like GIT.
• Experience in setting up and configuring test environments is highly preferred
• Ability to effectively articulate technical challenges and solutions
• Expertise in database testing including designing and manipulating test data, validating stored process, jobs, triggers and replication.
• Experience with functional testing of web and Android/iOS App.

Designation: Business Development Executive
Role: International IT Project Acquisition

Responsibilities:
·Identify strong potential prospects and generate quality leads from designated target geographies.
·Using different online research tools to extract the contact information of prospects.
·Handle the initial discussions and collect the strategic information about the prospects through cold calling, e-mailing LinkedIn, and other sources.
·Identify the decision-maker through different channels and ensuring the optimum conversion within a short span of time.
·Understand complex requirements of the prospects and bringing up the projects for the company.
·Continue prospect engagement and account management throughout the sales cycle until closure.
·Independently collaborate with the technical team for presentation with prospects.
 
Skill & Experience Required
 
·Good written and oral communication without MTI is must
·Strong research and analytical skills.
·Proficient with international Call Centres with a minimum of 1-2 years of US & Australian IT project acquisition experience.
·Strong interpersonal skill, ability to handle the profiles independently and in a team.
 
Experience: 1-2 Years
Strong communication skill in English
Education: Any Bachelor Degree/ Post Graduation
Shift: US & Australian Shifts
Job Location: Cochin
Salary: Best in the industry

• Manage sales operations in assigned district to achieve revenue goals.
• Supervise sales team members; the BSMs, on daily basis and provide guidance whenever needed.
• Identify skill gaps and conduct trainings to sales team.
• Work with team to implement new sales techniques to obtain profits.
• Assist in employee recruitment, promotion, retention and termination activities.
• Conduct employee performance evaluation and provide feedback for improvements.
• Contact potential customers and identify new business opportunities.
• Stay abreast with customer needs, market trends and competitors.
• Maintain clear and complete sales reports for management review.
• Build strong relationships with customers for business growth.
• Analyze sales performances and recommend improvements.
• Ensure that sales team follows company policies and procedures at all times.
• Develop promotional programs to increase sales and revenue.
• Plan and coordinate sales activities for assigned projects.