Relationship Manager

Position: Corporate Sales Manager –

Mutual Fund Role Overview The role involves engaging with Corporate, HNI, UHNI and Retail clients to provide customized investment advisory solutions, manage key relationships, and drive business growth.

Depending on experience, the incumbent will be responsible for one or more activities related to client acquisition, surplus management, financial advisory, relationship development, and marketing of investment products.

This position requires strong client-facing abilities, strong understanding of financial products, and the capability to deliver high-quality, insights-led advisory services.

Key Responsibilities

● Understand client requirements and recommend investment products aligned with financial objectives and risk profile.

● Advise Corporate, HNI, and Retail clients on surplus fund management and portfolio suitability.

● Stay updated on financial markets, economic conditions, and investment product offerings.

● Meet corporate clients (primarily Treasury, Finance & Accounts teams), HNIs, and retail prospects to introduce SPA’s wealth and advisory services.

● Generate business leads, evaluate enquiries, and propose effective investment solutions.

● Identify and develop relationships with strategic partners to expand outreach and opportunities.

● Manage client relationships end-to-end, ensuring proactive engagement and personalized service.

● Retain and expand the existing client base through structured follow-ups and consistent value delivery.

● Ensure timely resolution of post-sales service issues and continuously explore cross sell/up-sell opportunities.

● Work closely with internal research, product, and marketing teams to develop relevant investment ideas and marketing collateral.

● Enhance SPA’s visibility and recall as a preferred wealth advisor among Asset Management Companies and Clients.

● Maintain professional conduct and ensure high service quality to meet and exceed client expectations.

Skills & Experience

● Minimum 8 years of experience in sourcing and managing HNI clients in wealth management or related financial services.

● Strong understanding of Equity and Debt Capital Markets, mutual funds, insurance, and structured investment solutions.

● Familiarity with global markets and international investment products will be an added advantage.

● High level of comfort with technology platforms, digital tools, CRM systems, and AI assisted advisory workflows.

● Excellent communication, presentation, negotiation, and relationship management skills with strong proficiency in English.

Qualifications & Certifications

● Degree in Finance with qualifications such as CA / CFA / MBA / PGDM and a strong academic background.

● Mandatory NISM / AMFI certifications.

● Certifications in FinTech, AI in Finance, Data Analytics, or Digital Wealth Management will be considered a strong bonus.

● Existing strong client relationships will be given due weight. Remuneration Compensation will be as par with the best in the industry, with an attractive performance linked variable structure.

Location: Janakpuri, New Delhi

Client Acquisition Executive

Responsible for identifying and acquiring new clients through lead generation, outreach, calls, emails, and networking. Build and maintain client relationships, understand customer needs, handle objections, follow up with prospects, and achieve client acquisition and sales targets.

Sales Representative

We seek a skilled and driven Sales Representative who excels in a fast-paced sales environment. This

individual will contribute to the attainment of lead acquisition and conversion goals by engaging in

calls, collaborating with channel partners, visiting prospective clients in-person and generating

interest while qualifying prospects.

Responsibilities:

1. Establishing connections with company CXOs through LinkedIn, understanding their needs, and

initiating initial discussions with the relevant channel head.

2. Conducting daily calls to follow up on generated leads, both inbound and outbound, to

assess their qualification.

3. Handling both inbound and outbound calls to evaluate lead qualifications.

4. Comprehending client requirements and effectively presenting product

offerings.

5. Qualifying leads and forwarding them to the respective stakeholders.

Requirements:

1. Demonstrated expertise in handling incoming and outgoing calls.

2. 0 to 1 years of sales experience, preferably in the Fintech sector.

3. Proven track record in successful lead generation.

B2B sales experience is essential.

4. Fundamental knowledge of business banking and lending products.

5. Proficient in managing a high volume of calls daily with a strong phone

presence.

6. Familiarity with CRM systems, such as Freshworks or equivalent.

7. Exceptional verbal and written communication skills.

Effective listening and presentation capabilities.

8. Ability to multitask, prioritize, and efficiently manage time.

9. Previous experience in a financial organization is

advantageous.

Customer Relationship Executive – Outbound

Location: Ghansoli, Navi Mumbai

Work Mode: Work From Office (WFO)

Experience: 6 Months – 1 Year (Outbound Calling / Sales – Mandatory)

Education: Graduate in any discipline

CTC: ₹26,000 per month

In-Hand: ₹22,000 per month

Working Days: 6 Days a Week

Weekly Off: 1 Day

Shift: Rotational shifts between 8:00 AM – 8:00 PM

About the Process

The Wealth Mutual Fund outbound process involves engaging with customers to promote Mutual Fund products, explain portfolio options, drive conversions, and support customers throughout their wealth-related journey.

Key Responsibilities

• Make outbound calls to customers to explain Mutual Fund offerings under the Wealth portfolio.
• Understand customer investment goals and align suitable Mutual Fund products accordingly.
• Build and maintain strong customer relationships through professional communication.
• Deliver high-quality sales pitches and handle customer objections effectively.
• Maintain accurate CRM documentation and follow-up records.
• Meet sales, productivity, and call quality targets consistently.
• Ensure adherence to compliance, regulatory norms, and audit requirements.

Required Qualifications & Experience

• Graduate in any discipline.
• 6 months – 1 year of experience in an outbound calling or sales process is mandatory.
• Excellent English communication skills.
• Strong verbal communication and persuasion skills.
• Ability to drive sales through advisory-based conversations.
• Good understanding of Wealth / Mutual Fund processes is preferred.
• Ability to handle customer objections confidently.
• Target-driven, self-motivated, and disciplined.
• Basic computer proficiency for CRM and documentation.

Additional Benefits

Joining Bonus – ₹10,000 for NISM 5A Certified Candidates

• ₹5,000 after successful completion of 30 days.
• ₹5,000 after successful completion of 60 days.

Selection Process

• Versant Score: 4 & 5
• HR Round
• Operations Round

Important

Candidates should be comfortable working from the Ghansoli, Navi Mumbai office and working in rotational shifts within the 8:00 AM – 8:00 PM window.

Samsung sales executive Need manpower to attend customer at retail store we will give proper traing also to convert sales

Key Responsibilities:

· Generate leads and make cold calls and reference calls to arrange a meeting for discussion.

· Conduct regular visits to schools, colleges, and coaching institutes to promote EdTech products.

· Develop a growth strategy to bring financial gains and delighting clients.

· Suggest ways and means to endorse the products and services of the organization.

· Keep a close tab on the strategic moves made by the competitors.

· Maintain and manage records of sales, revenue, collections, invoices

· Build long-term association with the existing clients and prospects.

· Schedule and conduct product demos for principals, teachers, and decision-makers.

· Prepare bespoke sales contracts

· Attend conferences, exhibitions and fairs to promote the company’s offerings.

· Develop new markets and regions to promote the products and services of the organization.

· Align personal goals with the vision and key objectives of the organization.

· Maintain reports of visits, demos, and closures in CRM.

Key Attributes:

· Excellent communication skills and interpersonal skills.

· Thorough knowledge of the products and services and about the markets.

· Flair to research and keep a tab on changing trends.

· Ability to build relationships

. Good Listener.

· Absolute Professional attitude

· Effective Negotiation skills.

. Willing to travel and must possess two/four-wheeler

· Inspiring team player

· Self-motivated with a result-oriented mindset.

· A true go getter

FIELD SALES EXECUTIVE (FSE)

Fintech | Digital Payments | Field Sales

Job Type: Full-Time

Work Mode: Field-Based / On-Site

Experience: 2+ Years

Location: Andhra Pradesh, Telangana & Karnataka

Salary: ₹15,000 – ₹18,000 per month + Performance Incentives

About the Role

• We are looking for a target-oriented Field Sales Executive (FSE) to drive business growth through merchant, retailer and customer acquisition.
• The ideal candidate should have experience in Fintech, Digital Payments, Field Sales, B2B/B2C Sales or related financial services and should be comfortable with field visits, sales targets and customer onboarding.

Key Responsibilities

● Identify and acquire new merchants, retailers, customers and business partners in the assigned territory.

● Promote and sell fintech and digital payment products and services.

● Generate leads through field visits, market mapping, referrals and local networking.

● Handle B2B and B2C sales and convert prospects into active customers/merchants.

● Conduct merchant/retailer onboarding and ensure proper activation of services.

● Build and maintain strong relationships with merchants, retailers and channel partners.

● Achieve assigned daily, weekly and monthly sales targets.

● Identify new business opportunities and expand the customer network within the assigned territory.

● Explain product features, benefits, pricing and processes clearly to customers.

● Coordinate with the ASM and internal teams for onboarding, activation and issue resolution.

● Maintain regular follow-ups with prospects and existing customers.

● Submit daily field visit, lead and sales reports.

● Stay updated on market trends, competitor activities and customer requirements.

Fintech Product Knowledge

Candidates with knowledge or experience in the following products will be preferred:

● AEPS – Aadhaar Enabled Payment System

● DMT – Domestic Money Transfer

● mATM / Micro ATM

● Cashout / Cash Withdrawal

● Mobile & DTH Recharge

● BBPS / Bill Payments

● CMS

● UPI / QR Payments

● Merchant Onboarding & Activation

Required Skills

● Field Sales

● Fintech Sales

● Digital Payments

● B2B & B2C Sales

● Merchant Acquisition

● Retailer Acquisition

● Customer Acquisition

● Lead Generation & Conversion

● Business Development

● Territory Sales

● Channel Sales

● Relationship Management

● Target Achievement

● Good Communication Skills

● Negotiation & Convincing Skills

● Basic Reporting & Coordination

Eligibility

● Minimum 2 years of experience in Field Sales, Fintech, Digital Payments, Banking, Financial Services, NBFC or related industries.

● Experience in merchant/retailer acquisition or channel sales will be an advantage.

● Should be comfortable with field visits and local market travel.

● Should be target-oriented and willing to work in a field-based sales environment.

● Knowledge of the local language is preferred.

What We Offer

● Fixed Salary: ₹15,000 – ₹18,000/month

● Performance-based incentives

● Growth opportunities in the Fintech & Digital Payments industry

● Opportunity to work with a growing fintech business

Location: Andhra Pradesh | Telangana | Karnataka

Senior Sales Executive

Working arrangement: Remote, full-time - independent contractor

Work Hours: UK Business Hours - 9:30 am to 5:30 pm/ 2:00pm–10:00pm IST

Compensation: ₹50,000–₹65,000 per month fixed, depending on experience

About DolceVisa

DolceVisa is a technology-led immigration consultancy helping individuals and families navigate Italian citizenship, visas and international mobility.

We are building a different kind of professional-services company: lean, ambitious, technology-driven and highly focused on the client experience.

We are looking for a commercially strong Senior Sales Executive to take ownership of incoming opportunities and convert qualified prospects into clients.

The Role

This is a consultative sales role rather than high-volume cold calling.

You will speak with prospective clients who are considering relatively high-value professional services, understand their circumstances, explain the appropriate service and guide them confidently through the decision-making process.

You will own your pipeline from initial consultation through to conversion.

Key Responsibilities

• Conduct sales consultations with prospective clients.
• Understand the prospect’s circumstances, objectives and concerns.
• Present DolceVisa’s services clearly and confidently.
• Manage objections around price, timing and service value.
• Follow up consistently with prospective clients.
• Convert qualified opportunities into paying clients.
• Maintain complete and accurate CRM records.
• Keep every opportunity updated with clear next actions.
• Manage your own pipeline and priorities.
• Work consistently towards monthly and quarterly revenue targets.
• Provide accurate sales forecasts and pipeline updates.
• Identify recurring objections and reasons for lost opportunities.
• Feed relevant market and client insights back into the business.
• Work closely with the client-delivery team to ensure accurate handover after conversion.
• Maintain high professional and ethical standards and avoid overpromising services or outcomes.

What We Are Looking For

You should be:

• Confident and commercially minded
• An excellent English communicator
• Comfortable selling high-value services
• Persuasive without being aggressive
• Highly organised with strong follow-up discipline
• Comfortable working towards revenue targets
• Confident speaking with international clients
• Able to build trust quickly over Zoom and telephone
• Comfortable working independently in a remote environment
• Experienced with CRM systems and structured sales pipelines
• Proactive rather than someone who needs constant supervision

Equipment expectations: own laptop, stable high-speed internet (with backup, given power/connectivity variability), quiet space for calls throughout the shift.

Preferred Experience

Ideally, you will have 2+ experience in one or more of:

• Consultative sales
• Professional services
• Immigration or relocation
• Legal services
• Education
• Financial services
• Property
• High-ticket B2C sales
• International client sales

Immigration experience is useful but not essential.

We care more about commercial ability, communication, ownership and the ability to learn quickly.

Performance

The role will have clear monthly and quarterly targets covering:

• Revenue generated
• Conversion rate
• Follow-up standards
• Pipeline management
• CRM accuracy

Working at DolceVisa

We are a small and ambitious company, so we value people who take responsibility for their outcomes and do not need to be chased.

We care about results, quality and ownership rather than simply being visibly busy.

The right person will have the opportunity to grow with the sales function as DolceVisa expands internationally.

DolceVisa   •   Live without borders

Client Acquisition & Pipeline: Identify, pitch and close deals with corporates, schools,

gyms, clubs and government bodies.

• Key Account Management: Maintain strong relationships, oversee contract renewals and

drive upsell opportunities.

• Bid & Tender Ownership: Lead end-to-end participation in RFQs/RFPs, ensuring timely,

compliant submissions.

• Revenue & Margin Delivery: Hit monthly/quarterly sales targets while protecting pricing

and payment terms.

• Cross-Functional Coordination: Liaise with merchandising, supply-chain and finance

teams to ensure smooth order fulfilment and after-sales support.

Requirements

hiring Job Description – Sales Executive

Position: Sales Executive

Company: Snaptics

Location: Begumpet, Hyderabad

Job Summary

We are looking for a dynamic and enthusiastic Sales Executive to join our team. The ideal candidate will be responsible for generating leads, meeting potential clients, explaining our products and services, and achieving sales targets. Freshers with excellent communication skills and a passion for sales are encouraged to apply.

Key Responsibilities

• Identify and generate new business opportunities.
• Contact potential customers through calls, emails, and meetings.
• Present and explain the company's products and services.
• Build and maintain strong customer relationships.
• Follow up with leads and convert them into customers.
• Achieve monthly sales targets.
• Maintain accurate records of customer interactions and sales activities.
• Coordinate with internal teams to ensure customer satisfaction.
• Prepare daily and weekly sales reports.

Required Skills

• Excellent communication and interpersonal skills.
• Strong negotiation and persuasion abilities.
• Self-motivated with a positive attitude.
• Basic computer knowledge (MS Office).
• Ability to work independently and as part of a team.
• Good problem-solving and customer relationship management skills.

Qualifications

• Any Graduate or MBA (Preferred).
• Freshers and experienced candidates are welcome to apply.
• Previous sales experience is an added advantage.

What We Offer

• Competitive salary.
• Performance-based incentives.
• Training and career growth opportunities.
• Friendly and supportive work environment.

Interested candidates can send their resume via WhatsApp or email.