Tech Lead

Individual Contributor Role

• Responsible for handling the direct sale (Field Sales) at the prospects site.

• 100% on field B2C sales Area- PAN Mumbai Navi Mumbai- Western, Central and Harbor

• Generation/ souring of prospects appointments for the sales.

• End to End Sales Profile- Generation of leads through Cold calling (Open Market), Scheduling Appointments with Prospect, personally meeting them and closing the sale.

• Effective delivery of the sales presentations at the prospects at his location.

• Handling the direct meetings, exhibition sales, web leads etc.

• Handling the HFRP (Happy Family Reference Programmes)

• Capable to handle the customer issues/ escalations effectively

• Good in the B2C sale that's to say CDSO (Customer Direct Sales Officer) profile

We are looking for someone with a good experience in SAP BWHana and SAC with the following skill set.

• Proven experience in leading complex implementations from start to finish.
• Strong technical expertise in troubleshooting and financial consolidation.
• Excellent documentation skills, with the ability to write clear, concise technical and business documents.
• Strong interpersonal and communication skills, with the ability to influence and collaborate with diverse stakeholders.
• Ability to mentor and coach others, fostering a culture of continuous improvement.
• Demonstrated ability to think strategically, plan effectively, and make decisions that align with client and business objectives.
• Experience in integration with other ERPs ( SAP S/4 Hana).
• Understanding of report building, setting up dimensions and hierarchy, ETL and UAT.
• Managing Financial reporting and compliance.
• Experience in Financial consolidation and group reporting.
• Experience in EPM platform/tools.

About the Company:

Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. A trusted Investment bank servicing customers with the best results in advisory in their investments, the best corporates for their growth & capital need, and families in managing their wealth. Led by seasoned bankers, our client works with the largest and the most reputed investors.

Role: Sales/Relationship Manager

Location: Ahmedabad

Job Description:

• Advising Affluent clients on their investments and managing their overall financial portfolio whilst deepening the wallet from existing clients

• Responsible for managing HNI clients and acquiring new customers

• To research, investigate and update them on available investment opportunities/financial market trends to determine whether they fit into client's portfolios

Requirements:

• Graduate + MBAs

• Relationship Managers with prior experience in a Broking/Private bank/wealth management setup

• Should be an aggressive, result-oriented & self-motivated professional

• Should have experience in handling HNI Client Acquisitions and Relationship Management & service

• Ability to engage clients in meaningful conversations about their finance

• A thorough understanding of financial markets and the various financial products to identify the best product mix for the client to suit his risk profile

• Strong interpersonal skills with an ability to generate trust and confidence in clients

• The candidate should be self-driven and aspire to move up the ladder, with the growing organization by building up and leading their own teams independently

About Company: Settlin, (founded 2016) has built an efficient platform for enabling and executing property transactions and services. This is the most systematic approach to Real Estate consultancy, driven by high-end technology, built to cater every detail of it. Settlin entered the real estate industry with a vision to disrupt the resale real estate market and to automate the whole process and experience of buying a resale property by providing all the necessary information on one single platform. After a tremendous success in the resale real estate segment we have recently ventured into the primary real estate vertical to help those who are looking to buy a new property by suggesting them the right property from the plethora of projects across Bangalore.

To know more visit https://settlin.in

Basic Requirements:-

● Experience of 2-4 years in sales/pre-sales/counseling/customer support

● Good analytical, excellent leadership & communication skills (English) ● Quick learning ability, adaptability to changing business needs

● Real estate sales is an added advantage

● Any Graduate/Post-Graduate with experience in sales

Key Responsibilities:

● Meeting Triage and Management:

1. Evaluate and categorize incoming negotiation meeting requests based on validity, alignment with company objectives, and established criteria.

2. Schedule and coordinate valid meetings, including managing logistics, preparing agendas, and ensuring participant availability.

3. Maintain accurate meeting records, tracking assessments, classifications, outcomes, and action items.

4. Negotiation Support and Liaison

5. Collaborate closely with the legal team throughout the negotiation process to ensure compliance and provide necessary information/documentation.

6. Serve as the central communication hub for negotiations, coordinating between internal teams (Legal, banks, buyers, sellers) and external parties.

7. Contribute to the continuous improvement of negotiation best practices, optimizing processes and outcomes.

Additional Responsibilities: -

Participate in cold-calling activities to generate leads and build pipelines when necessary. Target Expectations: - Achieve a target of 10-12 successful deals per month.Expectation is to reach a minimum of 30 deals in a quarter Compensation: CTC: 5.4LPA to 7.8LPA plus incentives. There is a component called Productivity Pay in the compensation structure. For Eg. If your gross salary is 50k per month, 5k would be assigned to productivity pay which will be paid on the closure of the 10th deal in a month. Monthly Incentives: Close deals and watch your rewards grow! - Deals 5-9: Earn Rs. 22,000. - Reaching 10th deal will give you 12,000 and from 11th deal earn Rs.7,000 per deal. -So on achievement of 10 deals, a moderator would earn a total incentive of RS.34000 per month Bonus Opportunities: Go the extra mile, get heavily rewarded! - Earn additional Rs. 5000 per deal you source directly by suggesting a property and scheduling a Customer visit - Over & above, hit the quarterly target of 30 deals and receive a quarterly bonus of Rs. 10,000 or more

1.Drive monthly sales achievements by connecting with working professionals on phone calls.

2. Understand needs and requirements of prospects and help them select the right program

3. Develop in-depth knowledge of product features and benefits and become “go-to” resource when it comes to

product knowledge

4. Help customers understand the USPs of the program and build trust

5. Proactively follow up with prospects to help them with any additional information required for closing sales

6. Maintain detailed data of each prospect data in CRM and lead tracking tools.

Desired Candidate Profile

• Graduate/ MBA with 3 years of experience in Search Engine Marketing (SEM) and Paid Search (PPC) & Facebook Ads
• Good understanding of web and app analytics
• Passionate about the Paid marketing campaigns across Web and App eco system
• An outstanding ability to think creatively
• Knack of numbers and identifying and resolving problems
• Excellent communication and interpersonal skills, with the ability to be personable yet persistent
• Ability to learn new industries and new business types quickly and can apply this knowledge to internet marketing initiatives and achieving client goals
• Hands on knowledge of, Google Analytics, Google Ads, Bing
• Experience in planning and managing the advertising spends with clients over last 2 years
• Advanced Excel and Microsoft office skills
• Advanced certification for Google Ads, Google Analytics
• Experience working on 3rd party App analytics. Web analytics platform
• Excellent problem-solving and analytical skills and impeccable business judgment