Sales Manager

Requirements:

· Identifying opportunities in target markets for your organization’s products and services.

· Generating leads through cold calling prospective clients or networking at trade shows.

· Developing and nurturing relationships with key customer accounts

· Keeping up with the latest industry developments, including market positioning of corporate competitors.

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.

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.

Roles and Responsibilities:

• Acquire and activate travel agents through various channels like office visits, telephone, email, social networks, events & meetings.
• Establish, grow, and maintain commercial ties with travel agents—both current and potential—in the designated territory to attract new partners for our services.
• Create a sales funnel, identify the right leads, define long-term goals, and engage in strategic business planning.
• Align sales activities with tele-sales team, product, marketing, and customer success team.
• Build in-depth understand of our products and give demos or solve product queries to convert agents.
• Attend road shows, trade fairs and other travel industry events.
• Maintain and analyse data.
• Stay updated on industry insights and opportunities for strategic planning and growth.

Experience and Skills you MUST have:

• At least 4 years sales experience in the travel industry
• Excellent communication and interpersonal skills
• Ability to build relationships
• Prior experience in acquiring travel agents or in visas or insurance is a big plus
• Proficient with using CRMs and google sheets
• Ability to handle pressure

Specify the duties and responsibilities:

• Generate new leads in innovative ways - via cold calls, field networking, online research or through leads from partners
• Conduct product demos regularly and customize product offering in partnership with the technical teams
• Ensure a healthy lead pipeline of prospective clients
• On-board new clients to ensure effective and efficient use of the Atom services
• Persuade potential leads about the benefits of Atom services
• Foster and develop long-term partnerships and relationships
• New merchant tie ups, Reseller DST tie ups

Required:

• Experience selling to businesses, specifically to SMEs, corporates, governments, schools, and colleges
• Experience across the sales cycle, from new lead generation to closing of the sale
• Very good at hunting.

Skills required:

• Good verbal and written communications skills
• Experience selling product that require push-sales with quick turnaround time
• Passionate about the latest and greatest technology

We are looking for an experienced and result-driven Business Development Executive who will be in-charge of leading our company's sales efforts. As a successful hire, you will be responsible for acquiring' new customers to rapidly increase revenue for the company.

Responsibilities:

• Hunt /acquire new customers.
• Independently manage the whole sales pipeline - from lead generation -> lead qualification > product presentation -> negotiation -> closure and contract signing.
• Making sales pitches and attending sales meetings with prospective clients.
• Ensuring that the sales pipeline is constantly being built and worked upon.
• Doing sufficient research to make effective pitches.
• Build long-term relationships with new and existing customers.
• Refine sales approach and meticulously execute on it (target industries, target buyers, and target personas).
• Keep self educated about competitors, and emerging trends among the customers.
• Partner with marketing, demand generation, and onboarding team to manage the customer acquisition.

Requirements:

• MBA with 2-3 years' experience in B2B sales role, preferably in automotive industry.
• Proven ability to achieve targets.
• Proficiency with MS Office Suite, particularly MS Excel & Powerpoint.
• Ability to draft persuasive proposals.
• Extensive, hands-on experience selling to large and mid-sized corporates.
• Should have a track record of consultative selling.
• Strong in building rapport with customers.
• Excellent communication skills - you are a clear and compelling storyteller across written and verbal mediums.
• Strong listening and problem-solving skills - you invest time in helping customers identify best solutions for their problems, and not force your solution upon the customer.
• Ability to negotiate confidently with mid & senior management folks.
• Organized and task driven.

About Volopay:

Volopay is a Y Combinator-backed startup that combines, corporate cards, bill payments, approvals, expense reimbursements, and accounting automation in one single platform. We empower businesses to manage, grow and succeed with our cross-platform solution that delivers more functionality across different areas of operations. We have raised funds from some of the top investors in the world, and are on our way to being one of the most influential fintech startups in South East Asia, with ambitions to expand in India.

For selling a platform like this, we need people who are super excited about the vision of the company and who are passionately curious about building this for businesses out there.

Job Description:

We are growing fast and are looking for go-getters who want to push themselves in a creative and supportive environment. You Will be responsible for managing the prospect database to ensure the validity of each prospect record to enable efficient and effective outbound sales and marketing activity. We are looking for people who have a passion for driving the rapid growth of lead generation within schedule.

Role and Responsibilities:

• Generate leads across markets for the sales development representatives
• Curate lists for the team for daily reach-outs.
• Liaison with data mining agencies, find new tools, more to always have the lists ready
• Improve the process of how data is handled.
• To maintain the data hygiene on CRM tools.
• Understand the ideal customer profile and fuel the lists with similar profiles
• Closely working with SDRs lead to understanding what experiments are working to curate that data.

Skills:

• Previous sales methodology training and proficiency with sales tools and CRMs such as Hubspot, Reply, Freshsales, and the likes.
• Keen interest in conducting research coupled with sensing new changes in the market and evolving new strategies.
• Preferably has done B2B sales in the past - payroll, expense management, procurement software.
• Hands-on experience with CRM software, Drip Campaigns, and LinkedIn scrapping tools would be a plus.
• Someone who can understand data and who has the curiosity to explore the channels to generate leads

Volopay supports diversity in the workplace and is a huge believer in women leaders. In case if you are an ambitious girl who sees yourself emerging as a leader, it’d be a plus!

1. Cold Calling to prospective leads & convert them into clients
2. Business Development ideation & execution
3. Freeze the Client Deal
4. Populate & furnish the required documentation – Client Contract. Creative Forms, Project Details & Invoicing Details
5. Follow-up & Closure on generated leads across multiple mediums
6. Arrange client Meetings
7. Pitching , Negotiating & Closure with Clients
8. Client Servicing
9. Client Relationship Management
10. Generating Sales Report
11. Payment track – Ensuring the payment compliance as per the CC Timeline
12. Coordinating with accounts team for payment
13. Pre Event-On Event-Post Event coordination with client for an end to end experience
14. Constantly searching for new ideas & concepts
15. Competitive analysis with regards to the market happenings
16. Market research about the new trends & innovations