Sales Manager

At smallcase, we are changing how India invests. smallcase is a leading provider of investment products & platforms to over 10 million Indians. We're a young, driven team of 250+ headquartered in Bangalore, yet operate in a remote-first manner optimizing for flexibility & efficiency.

smallcase has been focused on offering innovative investing experiences & technology. Our platforms are used by over 300 of India's largest financial brands and most respected institutions. We are backed by world-class investors including top-tier funds (Sequoia Capital, Blume Ventures, Faering Capital, Premji Invest), institutions (DSP Group, Amazon, HDFC Bank) and notable operators (Nithin Kamath of Zerodha, Utpal Sheth of Trust Group, Tanmay Bhat) who believe in our mission of enabling better financial futures for every Indian.

We are looking for a Growth Manager based in Chennai to work with our broker partners to help their relationship manager teams to develop their knowledge & know-how around smallcases to achieve higher penetration for smallcases in their client base 

What you will do?

* Design & implement a calendar for different metro locations to deliver effective product, concept & trainings regularly

* Work as a POC to our channel partners to communicate, upskill & increase awareness & penetration in their client base

* Run campaigns at different levels to sensitize various branches/cluster/business heads to fulfil expanding product & process training needs

* Report RoI & performance on campaigns, training daily/weekly 

Come join us if you

* At least 4+ years experience in RM in asset management and mutual funds.

* Excellent communication, presentation & interpersonal skills, proficiency in English, Tamil, Hindi and Telugu.

* Strong knowledge of how investments in stocks, mutual funds work. Bachelor’s degree in finance, business would be preferred

* A growth & output-driven mindset to work in a flexible & fluid environment

* Open to travel extensively within the city

Culture at smallcase

We are not just building a business - we are making a long-lasting impact both in the wealth & assets landscape with our unique technology & expanding ecosystem. Over the last 8 years - our team, products, and platforms have grown - and so have our ambitions. Innovation remains at the heart of what we do. Our other core values are transparency, integrity & long-term thinking.

Our key asset has always been our people, and we empower individuals to build and do some of their best work in their lifetimes at smallcase. Flexibility, ownership and constant feedback loops are some of the ways we keep evolving the working environment and that reflects in one of the highest employee NPS scores in the industry.

As an account executive at Prompts Daily, you will be at the forefront of our sponsorship sales efforts. Here are our core values. Your responsibilities will include:

• Email communication: Build rapport with our current clients and create sponsorship packages for them in our newsletter. Here’s our sponsorship page.
• Prospecting New Sponsors: Identify and engage potential sponsors for our newsletter through various channels, inbound, and outbound (cold outreach, warm intros etc.)
• Closing and Processing Sponsors: Take charge of the entire sales cycle - from prospecting potential sponsors to closing deals and facilitating the processing of sponsorships, ensuring a seamless collaboration with sponsors.
• Content Collaboration: Collaborate with the content team to integrate sponsorships seamlessly, ensuring a win-win for both sponsors and our audience.
• Sales Strategy Development: Develop and refine sales strategies based on market trends and feedback, continuously improving our sales approach.

Qualifications

• Experience in Ad Sales: Preferably 2+ years of experience in ad sales, preferably in the newsletter or media industry. Bonus points if you've closed $1M+ deals before (combined) and ideally $50k+ deals (singular). Not required!
• Proactive Approach: A proactive approach to identifying and pursuing potential sponsors, with a knack for opening doors and establishing relationships.
• Excellent Communication Skills: Strong verbal and written communication skills, with the ability to present sponsorship packages compellingly.
• Team Collaboration: Experience working in collaborative environments, partnering with cross-functional teams to achieve business goals.
• Tech Stack: familiarity with CRMs, Airtable, Superhuman (for email and follow ups)

·      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

·      Assessing client needs and the company’s ability to meet those needs

·      Following up with new leads and referrals generated from the sales team

Requirements:

• Bachelor’s degree in business, marketing or related field.
• Experience in sales, marketing or related field.
• Strong communication skills and IT fluency.
• Ability to manage complex projects and multi-task.
• Excellent organizational skills.
• Ability to flourish with minimal guidance, be proactive, and handle uncertainty.

Organisation: An Insurtech platform. It is an InsureTech player revolutionizing embedded insurance with its API based technology solutions.We embed relevant insurance offerings in the value chain of various industries ranging from e-commerce, retail, OTAs, NBFCs, MFIs, healthcare, and so on. Thriving on the B2B2C business model, we connect with insurance companies and facilitate bespoke insurance products for varied businesses.

We are a 11-year old organization, with key investors as Tiger Global, Blume Ventures, Creaegis, ICICI Ventures and Bessemer Ventures.

Today, we are present across the country. We are on a fast growth trajectory and hiring across roles and geographies.

Role Review

We are looking for ambitious and energetic Business Development Leaders for creating new B2B partnerships and alliances for our Insurtech-as-a-Service (IaaS) product suite. The goal for the individual is to hunt new businesses, develop strategic alliances, drive revenue sources and own end-to-end P&L of these accounts for our business expansion across the country.

The ideal candidate would have a proven track record as a business leader and well networked with CXOs, Directors, decision makers and influencers in BFSI and digital economy industries. S/He would be experienced in B2B/SaaS business models and have a thorough understanding of embedded finance use cases in these ecosystems esp. Insurance/Insurtech.

Roles and Responsibilities

● Executing our organization’s digital B2B sales plans by building and securing new partnerships and alliances with companies operating in the BFSI and digital economy industries domains esp Banking, NBFC, MFI

● Identifying, preparing, negotiating and driving deals to closure incl. documentation (Contracts/Agreements/MoUs etc.)

● Creating and managing business development pipeline and vetting B2B opportunities, deals and right partners.

● Launching business operations and expanding the company’s products and services in new markets/geographies across the partners’ ecosystem.

● Establishing sustainable financial growth of the portfolio through effective and efficient management of ongoing relationships.

● Proposals and solutioning for new and existing clients to maximize opportunity win rates.

● Working with internal and external stakeholders incl. Business, Product, Tech, Marketing

etc. teams on program launch, project management and associated initiatives.

● Chipping into the organizational thought leadership as a subject matter expert on

Insurance/Assurance/Insurtech trends in the BFSI and digital economy industries.

● Becoming an expert in the company’s products and services and where they sit in the larger

BFSI and digital economy ecosystems.

● Conducting Market Research, GTM and Competition Mapping studies.

Prerequisites

● Overall experience of 8 yrs with B2B Sales & BD experience of 3+ yrs.

● Experienced and accomplished in working closely with CXO/Executive/Management level

relationships for business development

● Good handle on P&L development, engagement planning, analytical problem solving and

client reviews.

● Excellent communication skills (both written and verbal), negotiation and interpersonal

skills.

● Willing to travel extensively to business development meetings, industry conferences etc.

across the country.

● Self-motivated, ambitious and open to working independently on organizational and

customer needs

● Understanding of SaaS/APIs/Tech based business models

● Graduate (Any); Post Graduate (Any)

Market Research and Analysis:

Identify potential markets, niches, and segments for the travel company's services.

Conduct market research to understand customer preferences, trends, and competition.

Analyze data to identify growth opportunities and gaps in the market.

Lead Generation:

Generate leads through various channels such as cold calling, networking events, online platforms, and referrals.

Qualify leads based on their potential as clients and align them with the company's target customer profile.

Client Relationship Management:

Build and maintain strong relationships with existing clients to ensure customer satisfaction and repeat business.

Address client inquiries, concerns, and feedback promptly and professionally.

Partnerships and Alliances:

Identify potential partners, collaborators, and suppliers within the travel industry.

Establish and nurture partnerships to enhance the company's service offerings and value proposition.

Sales and Revenue Generation:

Develop and execute sales strategies to achieve revenue targets and company growth objectives.

Present the company's services to potential clients, highlighting unique selling points and benefits.

Proposal Development:

Prepare and present proposals to potential clients that outline the company's services, pricing, and value proposition.

Customize proposals to address the specific needs and requirements of each potential client.

Negotiation and Closing Deals:

Negotiate terms and conditions with clients to reach mutually beneficial agreements.

Close deals and secure new business partnerships.

Networking and Industry Events:

Attend industry conferences, trade shows, and networking events to expand the company's presence and connect with potential clients and partners.

Reporting and Analysis:

Track and report on sales activities, lead generation, and revenue performance.

Analyze sales data to identify trends, areas for improvement, and growth opportunities.

Collaboration with Marketing:

Collaborate with the marketing team to develop promotional materials, campaigns, and content that align with business development goals.

CRM and Database Management:

Up-to-date records of leads, clients, and interactions

Continuous Learning:

Stay informed about industry trends, emerging technologies, and the competitive landscape to adapt strategies accordingly.

Feedback Loop:

Provide valuable feedback to the company's management based on market insights, customer feedback, and competitive analysis.

Desired Candidate Profile

• Minimum 1-2 years experience in business development
• Experience in sales is a plus
• Excellent communication and negotiation skills
• Fluent in English and Hindi
• Knowledge in Microsoft Office (Word, Excel & PowerPoint)
• Willingness to work 6 days a week
• Willingness to travel within DelhiNCR
• Event planning experience is a plus
• Ability to take ownership and achieve targets under pressure    

Business Development Executive

Accountability: Customer Acquisition, Customer Relationship Management and Revenue Generation

Experience: 0 - 3 Years

Roles and Responsibilities:

• Effectively engaging with the customers and generating the targeted revenue
• Calling prospective customers and engaging with them to maximise sales
• Focusing on building long-term relationship with the customers
• Ensuring that the customers information is maintained and updated in CRM
• Ensuring high customer retention through customer service, consistent engagement and taking periodic feedbacks from the customer

Qualifications and Experience:

• MBA / MCom / MA-Economics/ MMS/ BBA/ Bcom/ BMS
• Experience of working in BFSI/Stock Advisor would be an added advantage

Competencies:

• Strong Communication skills and self-motivated
• Needs to be innovative and bring new ideas to keep inclining the sales techniques
• Proficiency in using MS Office (Word, Excel, Power Point, etc.)
• Excellent analytical skills and Negotiation skills
• Able to work well in teams and drive the teams whenever needed
• Typing Speed – 30 to 40 WPM

What a candidate will get?

• Working with a professionally managed organization. Technology & Productivity driven approach
• Clear roadmap about organizations, functions, employee’s career progression
• A well-established brand and business model which needs to be taken to the next level

We are looking for a resilient, empathic business development executive to contribute to the growth of our company. You'll be responsible for finding and retaining clients, encouraging extant clients to purchase added services or products, and remaining abreast of changes in consumption. You will also be required to build capacity in staff through regular training and mentorship.

1. Contacting potential clients to establish rapport and arrange meetings.
2. Planning and overseeing new marketing initiatives.
3. Researching organizations and individuals to find new opportunities.
4. Increasing the value of current customers while attracting new ones.
5. Generating new business opportunities and closing them.
6. Finding and developing new markets and improving sales.
7. Developing quotes and proposals for clients.
8. Developing goals for the development team and business growth and ensuring they are met.
9. Training personnel and helping team members develop their skills.
10. Maintain knowledge of all services and products offerings of the company.
11. Arrange meetings for senior management with prospective clients.
12. Follow company guidelines and procedures for the acquisition of customers, submission of tenders, finalize and close deals, etc.