Relationship Manager – Insurance Sales

Primary Responsibilities:

• Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.
• Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers.
• Drive overall growth in liabilities and investment products within the HNI segment.
• Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).
• Develop and expand customer relationships for both liability and retail asset products.
• Inform clients about new products and enhancements to deepen and broaden banking relationships.
• Ensure portfolio profitability by cross-selling and up-selling across the Bank’s product suite.
• Manage segment-wise customer migration to enhance profitability and optimize service delivery.

Additional Responsibilities:

• Deliver a superior service experience that exceeds the expectations of clients.
• Proactively identify potential problem accounts and implement risk-mitigating strategies.
• Ensure customer migration across sub-segments is managed smoothly and aligned with Bank policies.
• Promote and drive usage of digital and alternate banking channels to improve client convenience and reduce operational costs.
• Accurately and consistently record all sales and client engagement activities in the CRM system.
• Ensure strict compliance with regulatory and internal policies, especially in customer onboarding and account management.
• Foster long-term client relationships through trust, transparency, and proactive engagement

Primary Responsibilities:

• Manage and grow the banking and investment relationships of High Net Worth (HNI) clients under the their portfolio.
• Increase CASA balances in the assigned portfolio through deepening existing relationships and acquiring new-to-bank (NTB) customers.
• Drive overall growth in liabilities and investment products within the HNI segment.
• Capture and maximize business opportunities through detailed client profiling in line with organizational processes (CRM).
• Develop and expand customer relationships for both liability and retail asset products.
• Inform clients about new products and enhancements to deepen and broaden banking relationships.
• Ensure portfolio profitability by cross-selling and up-selling across the Bank’s product suite.
• Manage segment-wise customer migration to enhance profitability and optimize service delivery.

Additional Responsibilities:

• Deliver a superior service experience that exceeds the expectations of clients.
• Proactively identify potential problem accounts and implement risk-mitigating strategies.
• Ensure customer migration across sub-segments is managed smoothly and aligned with Bank policies.
• Promote and drive usage of digital and alternate banking channels to improve client convenience and reduce operational costs.
• Accurately and consistently record all sales and client engagement activities in the CRM system.
• Ensure strict compliance with regulatory and internal policies, especially in customer onboarding and account management.
• Foster long-term client relationships through trust, transparency, and proactive engagement

Job Opening: Sales Manager (SaaS / RegTech)

Client: Leading RegTech and compliance solutions company in India

Industry: Software (SaaS) / Compliance & Payroll Services

Location: Chennai

Role Overview

We are looking for an accomplished sales professional for our client's Chennai location. You will open doors in a defined territory and be responsible for achieving revenue targets from the prospective customer base.

Key Responsibilities

• Generate new business through cold calling and outreach.
• Follow up with prospects and arrange demos and meetings.
• Build and maintain strong knowledge of the products, industry competitors, and market trends and needs.
• Forecast, manage, and report on pipeline and sales activity.

Requirements

• Minimum 5 years of software or services sales experience in the IT industry.
• Experience selling SaaS, compliance, HRMS, or payroll products and services is highly desirable.
• Excellent written and verbal communication.
• Strong presentation skills, with the ability to manage influential clients and C-level customers across corporates.

About the Client

The client is a leading Regulatory Technology (RegTech) company in India that helps organizations across the country with ease of doing business. It offers a multi-tenant SaaS platform (web and mobile) backed by a comprehensive, near real-time legal and compliance database. It also provides compliance and payroll outsourcing services, with an in-house team of legal, compliance, and payroll experts serving clients across India.

Job Description:

Job Overview

Apprication Pvt ltd are seeking a proactive, results-driven Business Relationship Manager for a night shift role at our US-based POS software company located in Goregaon East.

Key Responsibilities:

• Onboard referral partners and expand the business network while building strong relationships
• Act as the primary contact, ensuring smooth communication and partner support
• Drive revenue through partner leads, conversions, and engagement strategies
• Monitor performance, resolve issues, and identify opportunities through market insights.

Key Requirements.

• 3–5 years of experience in partnership, business development, or relationship management
• Strong English communication, negotiation, and interpersonal skills
• Proven ability to build relationships and achieve targets
• Self-driven, with the ability to manage multiple partners and analyze performance metrics

Preferred Skills.

• Experience managing referral/affiliate programs, reporting dashboards, and strong stakeholder management skills with Excellent communication.

The Opportunity: 

Agami unlocks the power of data to create opportunities for consumers, businesses, and society. We gather, analyze, and process data in ways others can’t. For more than 5 years, we’ve helped consumers and clients prosper, and economies and communities flourish – and we’re not done. We believe the possibilities for you, and our world, are growing. We’re investing in new technologies, talented people, and innovation so we can help create a better tomorrow. 

Expected Deliverables & Outcomes: 

Provide leadership and management for the regional sales territory and sales development activities, in alignment with the strategic company direction. Responsible for retaining current customers as well as developing and attracting new customers. Responsible for learning and selling current products and new products, keeping abreast of new technologies, recommending/sharing changes and trends seen in the 

field, and meeting sales goals in targeted markets. 

Responsibilities: 

1. Prospect and close sales leads to help generate revenue for the company. 

2. Responsible for developing, implementing, and evaluating the sales strategy. 

3. Should have strong management and coaching skills to support the learning and development of 

the sales team. 

4. Support the learning and development of the sales team 

5. Coordinate with sales representatives to generate and meet with prospective leads 

6. Track and report all sales activities 

7. Develop and execute sales strategy through market analysis 

Driving Results: 

Sets positive, compelling goals and aggressive schedules for improvement. Translates the vision/mission of the organization into actionable, quantitative plans. Conveys a sense of urgency and drives issues to closure. 

Managing Performance 

Translates overarching business goals into specific objectives for each member of the team. Holds people accountable for agreed-upon results. Identifies and keeps others focused on the most important metrics that 

drive the business, and uses CRM and reporting tools consistently to effectively manage the territory 

Building Commitment 

Motivates others to pursue common objectives with excitement about the future. Radiates enthusiasm for goals and infects others with a shared optimism and excitement. Conveys a genuine belief in succeeding despite the toughest obstacles. Building Relationships and Using Influence builds and sustains excellent relationships at all levels, both internally and externally. Uses relationship networks to strategically accomplish objectives. Communicates excitement about the business and motivates others to pursue common objectives. 

Communication 

Communicates passion, energy, intensity, and excitement. Is highly articulate and compellingly makes arguments and comes to the point.  Energy/Endurance Has a high work capacity and shows passion,energy, endurance, and intensity. Maintains focus through days of long hours and multiple priorities 

Minimum Qualifications: 

● Bachelor’s degree in marketing or business administration 

● Should have at least 3 to 5 years of experience selling multiple software products and services 

into key accounts. Selling SAAS products /Cloud experience, Call Center, and CRM selling 

Experience will be preferred. 

● Excellent communication, interpersonal, and organizational skills 

● Superb leadership ability 

● Ready to travel 

● Proven success rate at levels above quotas 

● Experience in planning and implementing sales strategies. 

● Should be a relationship builder at the C or VP level 

● Should follow a consultative approach to sales 

● Strong business vertical domain expertise needed/preferred in at least 2 verticals (BFSI, RETAIL, 

EDUCATION, HEALTHCARE, BPO/ITES)

Work with the Founder to identify and prioritise the most promising customer segments, then build and manage a qualified sales pipeline. Potential channels include cafés and restaurants, corporate and institutional accounts, premium retail, gifting, events and residential communities. • Prospect actively through cold outreach, referrals, LinkedIn, WhatsApp, field visits, networking and direct introductions. • Conduct product meetings, tastings and sampling with prospective customers and decisionmakers. • Understand customer requirements, prepare commercial proposals, negotiate terms and convert opportunities into paid orders. • Manage the complete account journey—from first conversation and order confirmation through payment, collections, reorder and account growth. • Maintain an accurate CRM or sales tracker covering leads, meetings, proposals, next actions, closures, lost opportunities, account revenue and reorder behaviour. • Coordinate with production and operations so that samples, stock and deliveries remain aligned with active opportunities. 

Regional Sales Manager – Hotel Sales

Company: Citaraplex

Website: https://citara.org/

Experience: 5–10 years

CTC: ₹18 LPA (₹12 LPA fixed + ₹6 LPA variable/incentives)

Qualification: MBA / Hotel Management / Master's degree

Role Overview

We are looking for an experienced Regional Sales Manager with a strong background in hotel sales and business development. The candidate will be responsible for developing and managing sales channels, building relationships with hotels, and driving business growth across key states.

Key Responsibilities

• Develop and execute B2B sales strategies targeting hotels and hotel chains.
• Identify, approach, and onboard hotels as business partners for Citaraplex.
• Build and maintain relationships with hotel owners, directors, general managers, and senior decision-makers.
• Develop and manage channel partners to expand business across assigned regions.
• Identify new business opportunities and generate leads within the hotel industry.
• Conduct business presentations, commercial negotiations, and partnership discussions.
• Manage key state-level relationships and expand the company's presence across assigned markets.
• Achieve regional sales targets and prepare regular sales reports and forecasts.
• Conduct market research to identify potential hotel accounts and regional growth opportunities.
• Travel across assigned states to develop hotel partnerships and maintain key relationships.

Required Qualifications & Experience

• 5–10 years of direct B2B sales experience in the hotel industry.
• Proven experience in hotel sales, hotel account acquisition, or hotel partnership development.
• Strong relationships with hotel owners, hotel chains, general managers, and hotel decision-makers.
• Experience in channel development, negotiation, and business development.
• Excellent communication, presentation, and relationship-management skills.
• MBA, Hotel Management, or a relevant Master's degree.

Lead Generation & Prospecting: Research and identify potential business clients.

 Product Presentations: Conduct compelling online product demonstrations and presentations to showcase the value of our SaaS product.

 Sales Cycle Management: Manage the end-to-end sales process from initial outreach to qualifying leads and closing deals.

 Relationship Building: Develop and maintain strong, long-lasting relationships with key decision-makers.

 CRM Management: Maintain accurate and up-to-date records of all sales activities and client interactions in the CRM.

 Market Analysis: Stay updated on industry trends, competitor activities, and feedback from prospects to help improve product offerings.

Location: Goregaon, Mumbai

Job Type: Full-Time

Experience: 5+ Years

Industry: Event Management

Job Summary

We are hiring an experienced Client Servicing Manager to manage client relationships, understand business requirements, and ensure seamless execution of projects. The ideal candidate should have strong communication skills, a client-first approach, and the ability to coordinate effectively with internal teams to deliver exceptional results.

Key Responsibilities

• Serve as the primary point of contact for clients.
• Build and maintain long-term client relationships.
• Understand client objectives and communicate requirements to internal teams.
• Coordinate across multiple departments to ensure timely project execution.
• Manage client expectations and provide effective solutions when needed.
• Track project progress and maintain regular communication with stakeholders.
• Prepare account status reports and post-project reviews.
• Identify opportunities to expand and strengthen existing client accounts.
• Address client concerns promptly and ensure high satisfaction levels.
• Stay informed about industry trends and market developments.

Required Qualifications

• Bachelor's degree in Business Administration, Marketing, Hospitality, or a related field.
• Minimum 5 years of experience in client servicing, account management, or a similar role.
• Strong relationship management and stakeholder handling skills.
• Excellent verbal and written communication skills.
• Ability to manage multiple projects simultaneously.
• Proficiency in MS Office and CRM tools.

Preferred Skills

• Strong problem-solving and organizational abilities.
• Detail-oriented with a proactive approach.
• Ability to work in a fast-paced environment and meet deadlines.
• Professional and customer-focused mindset.

Benefits

• Competitive compensation package.
• Career growth and development opportunities.
• Collaborative and professional work environment.
• Exposure to diverse and challenging projects.

Apply now if you have a passion for client relationship management and delivering exceptional customer experiences.