About Company:
Our client is a leading investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.
Job Description
- Empanel distributors to sell the investment management schemes
- Generate sales as per targets laid down through a judicious mix of external channel partners, internal sales channel, and direct clients, as outlined.
- Handling channel and client queries
Strategy Planning
- Achieve set targets through designed strategy
- Keep monitoring & review strategy on ongoing basis
Internal Coordination
- Liaising with senior management to arrive at clear objectives for the department
- Resource planning
- Liaising with investment teams to enable client interaction & information
- Liaising with operations and ensure smooth functioning between department & operations.
- Ensure proper compliance with respect to all channel partners - distributors / clients etc.
Compliance
- Ensure all activities is as per proper compliance internally and as per regulatory
Requirements
- Ensure all distributor agreements / client documentation has met with all regulatory & compliance requirements on an ongoing basis.
Requirements
Sales, Client Servicing, New client acquisition
About Equirus Wealth
Similar jobs
This is a full-time on-site role for a Business Development Manager responsible for identifying potential clients, building relationships, and closing deals in Mumbai. The Business Development Manager will generate leads, drive sales growth, and build relationships with prospective clients to achieve company targets. They will collaborate with the marketing team and provide strategic sales and marketing inputs to improve sales performance.
Qualifications
- Excellent verbal and written communication skills
- Strong problem-solving and decision-making skills
- Demonstrated experience in building relationships with key stakeholders and closing sales deals
- Understanding of market trends and competition
- Good organizational and time management skills
- Experience in the cloud-based and/or data protection industry is preferred
- Bachelor's degree in Business, Marketing, or related fields
- Proficient in MS Office and CRM software
ROLES
We're seeking a qualified sales associate to sell annual car and bike subscription products that our customers have grown to rely on. The sales associate will utilize their skills to generate high-quality leads, build strong relationships with customers, and close deals. The ideal candidate has skills and demonstrates the ability to showcase our offerings compellingly.
Job Location: Work from home
Selection process: HR Round followed by group discussion and sales manager round.
Qualification: Any Graduate/Post Graduate
Salary offered: As per industry standards
Working days: 6 days Sunday is off
Shifts:10:00am -7:00 pm
Mandatory language: Hindi and English
Laptop/wi-fi: candidates are to use their own laptops, wi-fi will be reimbursed.
Additional Compensation: If applicable, this will be decided on the basis of your designation.
The primary focus of this role is to achieve the expected sales and revenue targets for the assigned Special Cables Category.
PLEASE READY ALL THE POINTS BELOW BEFORE APPLYING
Roles and Responsibilities
- Should be technically & commercially competent with the industrial wires and cables. Strong knowledge of all types of Special Wires and Cables.
- Achieving targeted sales for B2B business in Special Wires and Cables.
- Candidates with adequate experience and have strong contacts in the following industries such as Military, Marines, Shipbuilding, Oil & Gas, Mining, Coal, Metals etc industry will be preferred.
- Responsibility to handle customer calls and follow-ups, quotation price negotiation, finalizing the quotation, meeting with customers, payment terms and delivery terms till the order execution and payment receipt.
- Continuously work towards identifying new markets, expanding our geographies and segments through focused and continuous business development initiatives and taking appropriate actions.
- Create a market intelligence report and utilize the same to achieve goals. Achieve Sales Target as per the annual budget plan.
- Looking for an energetic candidate, with a strong sales and marketing background, proven track record, target-oriented, good communication skills, and analytical and presentation skills.
Phyllo is a developer tool for developers and businesses to access data of creators / digital solopreneurs directly from the source platforms (e.g. YouTube, Twitch, Upwork, Shopify) with their consent. Think of us as an "account aggregator" but for the creator economy through which creators / digital solopreneurs can link their accounts and share their data with any developer/business who needs it. Such data once shared can act as proof of a creator's digital identity, proof of their work or income.
We are backed by reputed investors and have raised a $15M Series A from RTP Global, Nexus Venture Partners and top angels from Facebook, Teachable, Coinbase and more.
More info at:
- Our Crunchbase Profile: https://www.crunchbase.com/organization/phyllo" target="_blank">https://www.crunchbase.com/organization/phyllo
- Our coverage by cryptechie, a popular US blog on technology and web3: https://www.cryptechie.com/p/creatoreconomy" target="_blank">https://www.cryptechie.com/p/creatoreconomy
- Running Outreach Campaigns to acquire new leads and qualify them.
- Discover and hunt new target prospects.
- Facilitating product demonstrations and technical audits.
Here is how you will continuously add value to the organisation:
- Research and identify new business prospects; identify trends in the creator economy to discover new developers building for creators.
- Identify ways of connecting with these prospects to discuss business opportunities.
- Understand clients’ needs and consult and present them with relevant solutions. Demonstrate Phyllo’s capabilities relevant to them.
- Manage the CRM and log deal data accordingly.
- Attend and participate in weekly sales team meetings.
- Attend and participate in product development and strategy meetings, presenting input from the field and acting as the “voice of the customer.”
- 1-3 years of B2B SaaS or Developer Tool Sales experience
- Sales experience in an early stage startup
- Strong communication and interpersonal skills.
- Willingness to build a career in sales
- Work from home or your preferred location today, tomorrow, and forever.
- A work culture that helps you innovate and evolve continuously. Freedom from old school thinking.
- Choose to work in the hours you feel the most productive.
- We don't count your leaves. Take leaves as and when you require and have a healthy work-life balance for yourself.
Roles & Responsibilities
- Acquire targeted business clients by actively optimizing pipelines and sourcing new leads by a daily cold call on the field until they are engaged.
- Maintain relationships with prospective, new & existing clients to add on new services and increase the business revenue.
- Achieve forecasted sales goals.
- Manage the sales funnel and source leads and take daily follow-up with them for acquisition
- Plan and execute sales activities that will ensure sales growth objectives.
- Be able to properly demonstrate product presentation and benefits of Company instrumentation to customers.
- Set demo session with the potential customer to convert
- Meet customer requirements (responsive, schedule conscious, etc) and maintain a relationship
- Provide forecasts, reports, marketing intelligence, and competitor information to build strategies & increase business revenues.
- Attend and represent the Company at local and national exhibitions and meetings.
- On-board customers and keep the communication alive to build high CSAT scores.
- Handle after-sales services & queries of the client.
- Min 1 year recent working experience in Business development domain
- Prior experience of bidding for web and mobile app projects on Upwork or similar platforms
- Understanding of client requirements and providing solutions
- Experience of handling international clients and leading project to conversions
- Candidate should have good communication skills both written and Oral
- Candidate should be a self-learner with strong desire to grow in an organization.
- Should have a professional sales approach with a zeal to generate business
Roles and Responsibilities:
- Place bids on online portals like Upwork, Freelancer, Guru etc. using company account
- Placing genuine and relevant data on bids as per the requirements specified by the client
- Managing accounts on these platforms and optimizing the company profile
- Generating leads from these portals and handling the communication with the client during pre-sales stage
- Providing estimates to clients and leading project towards closure
- Daily reporting to manager for work done and defining strategies
The ideal candidate will have experience in all stages of the sales cycle. They should be confident with building new client relationship and maintaining existing ones for B2B. They should have evidence of strong skills and possess good negotiation skills. #hiring
Responsibilities
- Build relationships with prospective clients
- Maintain consistent contact with existing clients
- Manage sales pipeline
- Analyze market and establish competitive advantages
- Track metrics to ensure targets are hit
Qualifications
- Bachelor's degree 3+ years in sales industry
- Experience in full sales cycle including deal closing Demonstrated sales success
- Strong negotiation skills
- Strong communication and presentation skills
- B2B Experience Preferred
Role:
• Reaching out to potential clients and assessing opportunities for software development services.
• Lead generation/Cold calling; making multiple outbound calls to identify, qualify, and secure business opportunities.
• Setting up appointments with key decision-makers such as CEO, CTO, VP, etc.
• Maintaining a database of prospective client information.
Desired Skills and Qualities:
• Excellent English Communication Skills.
• Energetic and passionate about excellence.
• Good presentation and documentation skills.
Education:
Any Graduate/MBA- Marketing or International Business