Sales Executive

Summary

We are looking for a 'passionate sales enthusiast’ and a skilful business development executive (BDE) to contribute to achieving our marketing and sales goals. The BDE will primarily work as the front face of Emipro to the prospect who will be a spokesperson or decision-maker for small and medium enterprises. You will have to understand their requirements, coordinate and discuss with your superior and direct the process further in alignment with Emipro’s business vision and ensure your interactions with our customers reflect positively on the company and its growth.

Highlights about your Role

➢ Manage initial discovery calls with customers leads

➢ Understands Customer’s Business and keeping empathetic approach towards customers

➢ Building Trust and Transparency with Customers

➢ Go-getter attitude to close the lead

➢ Creating and delivering impressive presentation/demo to the customer

➢ Managing follow-up activities to ensure customer engagement

➢ Negotiating contracts

➢ Working on guidelines by senior level peer

➢ Gaining know-how expertise in the ERP Business Applications

➢ Preparing RFP/RFI as per the customers’ need

➢ Continuous efforts to achieve sales quotas

➢ Self upgradation through industry study and research

Responsibilities:

• Contacting potential clients to establish rapport and arrange meetings.
• Planning and overseeing new marketing initiatives.
• Researching organizations and individuals to find new opportunities.
• Increasing the value of current customers while attracting new ones.
• Finding and developing new markets and improving sales.
• Attending conferences, meetings, and industry events.
• Developing quotes and proposals for clients.
• Developing goals for the development team and business growth and ensuring they are met.
• Training personnel and helping team members develop their skills.

Job Purpose

• Responsible for managing and driving a team of Virtual Relationship Managers (VRM) handling

portfolio of eligible Imperia & Preferred customers in order to achieve the targets set and that all

guidelines and regulatory requirements are followed.

• Ensuring that customers get world-class services and their needs are understood and met through

financial products that the Bank has to offer.

• Consistently meet portfolio objectives defined Viz. sales, income, group product holding etc.

• Ensure adherence to Operations process aimed at zero defect transaction processing & meeting the

Audit & Compliance guidelines.

• Responsible for managing, training and motivating staff.

• All of the above parameters consistently met by the team of VRMs.

• Income generation through a right blend of enhancement of CASA balance and through cross sell of appropriate products. So that the VRM becomes the top of the mind recall amongst the customers in the catchment for all their financial needs and services, thereby ensuring that the VRMs also achieves the key performance parameters set

Job Responsibilities(JR) : 6 – 8 Areas

Business Achievement and Development for VRM & Team

• Ensure proper scoping is done and target / niche customers identified with ACTIVE collaboration from concerned Product/Sales Support Teams

• Ensure that the targets on liability accounts, through the channel (Branch and direct sales), are met under all parameters specified.

o Meet value target for Liability Balances of the customers

o Ensure quality of sourcing is maintained and depletion rates are controlled.

o Ensure that Salary credits reach or exceed the expect Salary Credit targets

• Ensure that all managed portfolios are effectively managed through VRMs and that set targets on each of the portfolios is reached.

• Also, Team Manager has to ensure seamless servicing of customers.

• VRMs are made aware of the Scorecard targets & Portfolio Benchmark.

• Ensure that the High Net worth individuals are persuaded to avail the private banking products and services (advisory, etc.)

• Ensure that there is cross sell to the customer on asset products as offered by the Bank.

• Ensure that the customers get credit cards and start using the same for all their transactions- credit card activation push.

• Income to be generated at a customer level.

• Ensure that cross sell targets on Third Party Products is met for the Unit

• Ensure Staff are trained on product knowledge and requisite certifications

• Engaging with bottom 20% performers and identifying ares of improvement and demonstrating the How.

• Review Daily Sales Report of the staff and provide guidance on ways to improve on the same

• Managing and monitoring performance of all the sales resources

o Productivity of Liability and Non Liability sales staff

• Attrition control of customers

o Includes persuading the customer to continue and if required renew FD’s

§ Monitor large amount movements / account closure from the deposit accounts and ensure that customer does not attrite

o Ensure that the marketing analytics list on possible attrite, is called and retained

• Ensure that there is no revenue leakage

Customer Service / Customer engagement

• Plan monthly/ weekly/ daily contacts for the team of VRMs basis the contact policy & track implementation

of the interaction plan.

• Effective planning & implementation of event based trigger, birthday calls, campaign calls and other defined

objectives for customer contacts.

• Ensure that VRMs offers highest quality of service to the customers and meets expected Service Quality standard by educating the customers to use the Digital Banking mediums for their banking transactions /

needs. This is measured iva call evaluations and Sup

Reviews

• To review contact attempts versus successful contacts and analyze reasons for non-contactable customers.

• Ensure VRMs make regular contact with customers for service as well as business updates.

• Adequate logging of complaints, Reviewing & Resolving all complaints received (VRM, self, branch, other units) within the stipulated TAT

o Monitor all complaints received and ensure that they are closed within TAT

o Improve customer communication on closures

o Check with customers if the process of complaint has been managed well

o Ensure no escalations happen

o Preventive complaint management

o Asking for feedback from customers, who are not complaining

o Discussing with staff the importance of getting feedback from customers on a regular basis

• Periodic review of customer base i.e. Contactibility,

Eligibility, Product penetration & profitability. Take appropriate action to activate every customer / improve

the product penetration & profitability of the customer to become a Primary Banker for the customer.

• Carry out VoC to assess strengths and to ascertain possible improvement areas of the VRMs basis customer feedback. Take appropriate action- reward the VRM for appreciations/ corrective actions as required.

• Monitoring implementation of Sales Process.

Business Generation / Sales Tracking

• Track business generation and income for each VRM in the team on a daily basis, and take due steps.

• Review leads generated by each VRM and ensure real time lead status availability.

• Ensure VRMs actively track their leads, keep customer regularly updated on the lead status & complete the lead closure within a reasonable timeline, basis product.

• Tracking and highlighting possible customer issues on account of improper lead management.

Supervisory Reviews frequency to assess effectiveness of customer interactions by the VRM.

• Check profiling done by the VRM to ascertain effectiveness.

• Basis interaction logs captured by the VRM & discussions with the VRM, provide directional inputs on customer interactions & business generation.

• Demonstrate “how”.

• 220 Sup Reviews per month

Operations

• Conduct internal checks on a regular basis & share a feedback with VRMs on time to time.

o Lead file maintained by VRMs

o Requests captured by VRMs

o CRM Interaction

• Ensure seamless handling of operations areas such as customer requests, transactions, reversals etc.

• Handling queries of VRMs on floor and provide resolution.

• Ensure timely responses to customers through call out/ e-mail as applicable.

• Handle 1st level escalations and ensure satisfactory resolution to the grievances.

• Ensure judicious utilization of financial and non- financial authority.

• Carry out periodic checks to ensure team adheres to Audit & Compliance guidelines.

Audit and Service Quality

• Ensure all laid down system and process are followed as stipulated by Audit and Senior Management

• Monthly / Periodic Verification of Auditable items.

• Review of CRM Interactions & Lead Quality

 MIS - Reporting and Analysis :

• Ensure timely and accurate updates of all portfolio

performance parameters.

• Maintain track of VRM performance w.r.t leads, conversions, income, achievement of portfolio parameters etc.

 Staff Management

• Ensure that all VRMs are adequately trained on the

Products of the bank and sales process

• Ensure that all VRMs are trained on the process to be followed (including amendment with new circulars)

• Be aware and make VRMs aware of various policies of the bank with regard to customer service and compliance

• Monitor productivity and give guidance on improving the same in conjunction with the Line Manager / Unit Head.

• Ensure that all VRMs are sent for class room training on a regular basis

• Ensure that nominated VRMs attend training sessions conducted by HR, without fail.

Responsibilities:

• Counsel potential Students over a call to inform them about a product and help them in making better career decisions.
• Answer questions about our products or the company.
• Sale as per requirement from the students.
• Direct prospects to the field sales team when needed.
• Maintain Sales reports and update the CRM from time to time.
• Take and process orders in an accurate manner.
• Go the extra mile to meet sales quota and facilitate future sales.
• Keep records of calls and sales and note useful information.

Requirements:

• 6 months to 2 years of work experience in sales/business development/voice process.
• Excellent interpersonal and communication skills.
• Strong negotiation skills with a proven ability to seek, create, negotiate, and close a deal.
• Solution-oriented with effective problem-solving skills.
• Customer-Centric Approach.
• Positive attitude and Willingness to learn and excel.

About the Company: Advantage Club is an HR FinTech firm in the corporate employee benefit space. Our major verticals are Financial Services, Corporate Perks, SaaS for digitization and management of Rewards & Recognition programs. We are currently partnered with more than 370+ corporations including Hexaware , Concentrix , EY, Walmart , Amazon, Marurti, etc., whose employees are using the platform. We are serving 1.5M+ employees, drive transactions

worth 2.5M USD every month, and have raised $2M till date.

In the Financial Services division, the company offers innovative solutions like Early Wage Advantage (EWA), flex benefits, tax saving and reimbursement solutions over Visa powered open loop cards.

Early Wage Advantage enables you to withdraw a portion of your salary in advance. You don’t have to wait for the payday to access the salary. Instead, you can avail EWA facility and get the provision to settle the same amount from the salary.

Advantage Card is a Visa powered prepaid card that can be used at any online or physical point of sales just like your debit card.This card has a multi wallet capabilities for defined use cases as per the organisation’s policy.

About the Role:

We’re looking for outstanding salespeople who would own the top of the funnel (TOFU) by doing lead generation (via cold calling and cold emailing) to sales qualification (managing inbound and nurturing) to sales closure.You’ll be an articulate presenter and a strategic planner but above all, dynamic and goal-oriented.

This role is for the self motivated and hard working candidate who can build and nurture relationships, drive engagement and achieve sales targets for the  financial services products of the organisation. At the same time, the candidate should understand the product in detail and be able to address the queries and/or doubts of the clients.

Requirements:

• Previous relevant experience within the corporate sales of products like Payroll/Corporate Salary/Lending/ Insurance/healthcare/SaaS is a MUST
• Understanding of the financial products and the market
• Experience in commercial discussions with customers/ negotiations and closing sales
• Be able to thrive in a complex and demanding startup environment
• Street smart, open minded, analytical, persistent, accountable and ethical Skills:- Lead Prospecting, Presentation Skills and Customer Relationship Management (CRM)
• High level of natural intelligence, coupled with strong interpersonal skills.
• High degree of coachability and great listening skills.
• The desire to grow as a leader in a fast growing technology company.
• Excellent oral and written communication skills.
• A track record for exceeding targets in sales, ideally in start-up, or 1+ years in a high-performing professional environment
• Hands-on experience with multiple sales prospecting techniques like cold calling, cold emailing, and social outreach.
• Experience in B2B2C is an added advantage.
• Existing relationships with CHRO, CXO level people will be an advantage
• Preferred: Banking, Insurance, NBFC, HRMS, Fintech

Responsibilities:

• Reachout to new and existing clients to sell / up-sell the financial products of the company
• Proactively seek new business opportunities in the market
• Making cold calls, presentations and generating interest of the top management of the decision making hierarchy in the target organizations.
• Drive the entire sales cycle from initial customer engagement to deal closure.
• Should clearly communicate all features to the client and understand his requirements over the phone/email/ Video Call and propose a suitable solution
• Nurture leads and effectively work with marketing teams to convert them into opportunities
• Drive active engagement with prospects to increase interest and excitement in our products
• Accurately plan for and forecast sophisticated, long-term sales cycles
• Work closely with our product team to help influence & shape product/offering direction
• Partner with marketing and customer success teams to align go-to-market message and execution
• Collaborate with the cross functional teams to plan and execute lead generation campaigns with the objective of opening doors and establishing new business engagements.

An EdTech organization is hiring sales managers with experience of 2 years & above for Mumbai location (Remote working until offices open & Virtual onboarding).

Roles & Responsibilities -

• Initiating phone conversations with parents who complete the demo classes for their kids
• Intensely following up with the prospects and closing the sales within the sales cycle
• Diligently communicating and priming the lead through channels like email, whatsapp, SMS, calls
• Achieving the weekly targets in a high pressure performance driven competitive environment
• Monitoring self-performance at all times while also contributing to the team performance,
• Keeping track of factors like conversion factor, Average revenue generated per lead, Average revenue per sale, etc

Skill Sets -

• Exceptional communicator and an influencer who can deliver sales pitch like a charm.
• Result driven with experience of extremely target centric job.
• Confident and persevering risk-taker who thrives in a high-performance high-growth environment.
• Self-learners with high grasping ability so that you can learn about the product within 2 days.

Prerequisites -

• Proven B2C Sales track record of exceeding targets, >2 years of Sales experience
• Fluency in English and Hindi, ability and willingness to deliver in a high pressure environment
• Excellent communication, interpersonal, problem-solving, presentation, and organisational skills.
• Ability to counsel a parent for the child's future
• Comfortable with changing shift timings so that we may serve our customers better
• Graduation is not mandatory for candidates with 3+ years of experience
• Working knowledge of Salesforce, spreadsheets (Excel, Google Sheets ) and Powerpoint

About the role:

We are looking for a Dynamic Assistant Manager - BD who is a fully competent individual having knowledge/ experience in the sales process and functions, accountable for all sales activities, using a formal selling approach to expanding customer sales in the assigned geography.

Skill Sets:

Build & manage a team of BD executives/associates to achieve set targets in assigned geography.

Build partnerships with Dietitian/Nutritionists/Health Coaches/Doctors & people with similar profiles to drive business through referrals.

Conduct Health Check-Up drives across RWAs, Apartments, Corporate, Parks and all other potential palaces to acquire new users.

Co-ordinate with vendors (Printing/BTL etc) & all other stakeholders (Accounts/Marketing/Operations etc) to execute tasks.

Plan and keep track of KPIs/Revenue targets

Skills & Qualifications:

Strong commitment to sales & aggressively target driven

Minimum Bachelors degree with 3- 6years of relevant experience

Good communication in English & native language

Good team player as well as ability to work independently

Well aware of city's geography & Willingness to travel

Knows about BTL activities &Has basic computer knowledge

Preferred to have experience in Diagnostics, Pharma or Medical Industries

Excellent negotiation and team Management skill 

Proactive in bringing new ideas

Bonus points if :

Prior relevant experience in Healthcare / Lab / Diagnostics / Pharma industry