OFSAA Consultant

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!

We’re building the future of AI-powered sales enablement.

PitchSense AI is a flagship product within our portfolio of AI-driven Sales and Marketing solutions.

We blend conversational intelligence, generative AI, and behavioural analytics to help people master persuasion through real-time AI simulations.

Why PitchSense AI

Working here means joining a small, fast-moving team that lives at the frontier of applied AI.

You’ll:

• Build in a high-pace, high-learning environment where ideas ship fast.
• Tinker with cutting-edge AI tools, agents, and large language models (LLMs) daily.
• Prototype novel ways to combine speech, emotion, and reasoning into human-like training experiences.
• Learn across multiple domains — engineering, design, analytics, and product.
• Work directly with the founding team on problems no one has solved before.

This is not routine work — it’s an opportunity to shape entirely new experiences in human-AI interaction while growing faster than you ever have before.

Stack: Next.js · TypeScript · NestJS · Prisma · PostgreSQL · AWS · OpenAI · AISDK · AI Agents · RAG · ElevenLabs

Culture: Ownership · Velocity · Craftsmanship

SDE II

Location: Gurgaon

Experience: 2–4 years | Type: Full-time | Reports to: CTO

Responsibilities

• Architect and scale multi-tenant systems for AI training and analytics.
• Design clean APIs and optimise data models for speed and resilience.
• Mentor junior engineers and uphold engineering best practices.
• Enhance caching, monitoring, and infrastructure reliability on AWS.
• Integrate AI-based code reviews to maintain quality and velocity.

Requirements

• 2–4 years of full-stack or backend experience.
• Expertise in TypeScript, Node.js, PostgreSQL, React/Next.js.
• Comfortable owning modules from design to production.

Bonus

• Experience with AI model integration or speech intelligence.
• Exposure to Prisma ORM, CI/CD, and monitoring tools.

Developer Tools & Workflow

Every engineer and designer at PitchSense AI uses modern, AI-augmented tools to move fast and ship better.

Tools

• Cursor IDE
• Claude Code
• AWS (Lambda, ECS, RDS, S3)
• AI-based Code Reviews
• MagicPath
• Figma AI

Workflow Highlights

• Continuous deployment via GitHub Actions / AWS Pipelines.
• PR preview environments for instant testing.
• AI-driven code review loops for rapid iteration.
• Cross-disciplinary culture - work across frontend, backend, DevOps, and design.

Culture & Perks

• Ownership from day one - every role is founding-level.
• High-performance, meritocratic culture - growth based on impact, not tenure.
• Cross-discipline learning - explore code, design, and infrastructure alike.
• MacBook for work and premium tooling.
• Annual offsite for alignment and collaboration.
• Competitive compensation and ESOPs for core hires.
• Direct mentorship from the CTO and founding team.
• Real impact - reshape how humans learn to sell, speak, and persuade through AI.

• Strong Product Designer profile, with both UI and UX works for B2C Products
• Mandatory (Experience 1) - Must have a 3+ YOE in end-to-end Product Design, including UX work like UX Research, User Persona, Workflows
• Mandatory (Experience 2) - Expertise in tools like Figma, Sketch, Adobe XD, and others to create high-fidelity wireframes and prototypes
• Mandatory (Portfolio) - Must have a strong portfolio of UI/UX of Good B2C products. Portfolio must show detailed case studies including Wireframing, Prototype, Interaction Design and Visual Designs

Preferred

We’re hiring a Full Stack Developer with strong hands-on experience in Java, Spring Boot, and Angular to join our growing tech team.

🔧 What You'll Do

• Design and develop scalable full stack web applications
• Write clean, maintainable code using Java (Spring Boot) and Angular
• Collaborate with cross-functional teams to deliver high-quality features
• Optimize applications for performance and security
• Participate in code reviews and technical discussions

✅ What We’re Looking For

• 5+ years of professional experience in full stack development
• Strong expertise in Java, Spring Boot, and Angular
• Solid understanding of REST APIs, Microservices, and frontend integration
• Knowledge of databases and version control (Git)
• Excellent problem-solving and communication skills
• Immediate joiners are highly preferred

We are seeking a Salesforce Application Tester. Testing applications developed in Salesforce and Amazon Connect platform to become an integral part of our team! You will develop software test scenarios, test cases, test scripts and execute the same in order to identify software issues.

Responsibilities:

• Ability to develop software test scenarios, test cases, test scripts with detailed steps, and execute them.
• Knowledge of testing the applications developed in Salesforce Service Cloud, Amazon Connect.
• Devise and implement test strategies that adequately assess all software aspects.
• Investigate and recreate reported defects.
• Work with other engineers to troubleshoot and resolve coding issues.
• Track and document all testing defects and resolutions.
• Participate in the design and development for test automation and support.

Requirements:

• Previous experience in software development, quality assurance, or other related fields.
• Candidate must possess a bachelor’s degree or equivalent university degree.​
• Familiarity with relational databases such as MySQL, Oracle, and SQL Server.
• Strong root-cause analysis skills.
• Deadline and detail-oriented.

Benefits:

• Work Location: Remote
• 5 days working

You can apply directly through the link: https://zrec.in/o0AQg?source=CareerSite

Explore our Career Page for more such jobs : careers.infraveo.com

Position Overview: 

We are searching for an experienced Senior MERN Stack Developer to lead our development 

efforts. Your expertise will drive the creation of cutting-edge web applications while 

mentoring junior developers and contributing to technical strategy.

Key Responsibilities:

• Lead and participate in the architecture, design, and development of complex 

applications.

• Mentor and guide junior developers, fostering skill development and growth.

• Collaborate with cross-functional teams to define technical roadmaps and strategies.

• Conduct code reviews and ensure adherence to coding standards and best practices.

• Stay updated with emerging technologies and advocate for their integration.

• Develop and maintain robust and scalable web applications using the MERN stack.

• Collaborate with front-end and back-end developers to define and implement 

innovative solutions.

• Design and implement RESTful APIs for seamless integration between front-end and 

back-end systems.

• Work closely with UI/UX designers to create responsive and visually appealing user 

interfaces.

• Troubleshoot, debug and optimize code to ensure high performance and reliability.

• Implement security and data protection measures in line with industry best practices.

• Stay updated on emerging trends and technologies in web development.

Qualifications & Skills:

• Bachelor’s or Master’s degree in Computer Science or related field.

• Proven experience as a Senior MERN Stack Developer.

• Strong proficiency in React.js, Node.js, Express.js, and MongoDB.

• Strong proficiency in Typescript, JavaScript, HTML, and CSS.

• Familiarity with front-end frameworks like Bootstrap, Material-UI, etc.

• Experience with version control systems, such as Git.

• Knowledge of database design and management, including both SQL and NoSQL 

databases.

• Leadership skills and the ability to guide and inspire a team.

• Excellent problem-solving abilities and a strategic mindset.

• Effective communication and collaboration skills.

• Knowledge of AWS and s3 cloud storage

Location: The position is based in Hyderabad.

Join us in revolutionizing education! If you are a passionate MERN Stack developer with a 

vision for transforming education in line with NEP2020, we would love to hear from you. Apply 

now and be part of an innovative team shaping the future of education.