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Job Role: Wealth Management Associate.

Job Location: Gurugram (Onsite)

Job Type: Full Time.

Relevant Experience:

• Minimum 6 months experience in wealth management operations, equity research, or investment advisory support.
• Exposure to equities, ETFs, mutual funds, and crypto instruments.
• Experience in portfolio analysis, market research, and client reporting.
• Familiarity with corporate actions, dividends, NAV movements, and financial statements.
• Experience working with RM teams / PMS / AIF setups preferred

Key Skills:

• Capital markets & investment products knowledge
• Equity & fund analysis
• Financial statement analysis
• Advanced Excel & MIS
• NISM certification preferred

Position: Credit controller

Location: Delhi

Experience: 5+ year in credit control in manufacturing industry (prefer from Plywood/laminates industry)

Industry: Plywood/ Sunmica

Qualification: Graduate

· Talk to debtors (distributors) for receiving payments and meeting target collection goals

· Address debtors’ complaints and grievances by coordinating with factory and management

· Debtor & Creditor account reconciliation

· Coordinate with the bank to complete their monthly documentation

· Manage the daily cashbook

· Make and check sale vouchers from dispatch details

· Make and check purchase vouchers from receiving details from factory

· Handle daily cash and maintain cashbook

· Manage administrative activities including payment of utility bills, maintaining office facilities, etc

· Office and marketing payroll preparation and management

· Assist the management in overseeing operations at the company depot/shop

· Handle the personal tax files of the promoters

· Complete all requirement of the appointed CA

· There is NO corporate taxation work in this role

The Candidate should:

· Be 30 + yrs of age with 5-6yrs of experience in managing accounts and collections

· Be comfortable with managing manual reports and planning

· Have experience of operating Tally Prime

· Have experience in handling a wide variety of projects

· Be comfortable with written English

Mail updated resume with current salary:

Email: jobs[at]glansolutions[dot]com

Satish: 88 02 74 97 43

Job Title

Business Development Manager – Corporate Sales

Basic Qualification

Graduation

Department

Client Servicing

Sub Department

Location

BANGALORE

Experience

6 to 10 Years

Job Summary

The Business Development Manager – Corporate Sales plays a key role in acquiring new business, generating revenue, and retaining clients in coordination with the underwriting and claims teams. This role involves building strong client relationships, cross-selling insurance products, managing a motivated team, and ensuring operational efficiency through MIS reporting and compliance adherence. The AGM must also maintain insurer relationships and oversee smooth policy renewals and changes.

1.      Client Prospecting and Acquisition:

·        Introduce to potential clients and arrange meetings with key decision-makers

·        Conduct in-depth discussions to understand client needs and insurance requirements

·        Coordinate with clients to generate RFQs (Request for Quotations) across different insurance lines

·        Facilitate client onboarding by obtaining required data and engaging with the underwriting team to close deals.

2.      Revenue Generation and Cross-Selling

·        Coordinate with the underwriting team to earn maximum revenue from each deal, ensuring profitability at the individual, zone, and organizational levels

·        Generate GWP across different insurance segments such as health, life, liability, and property insurance

·        Identify opportunities to offer additional insurance products to existing clients to increase business

·        Maintain the expense ratio target for the individual, team, and organization through efficient deal management.

3.      Relationship Management

·        Build and maintain strong relationships with clients throughout the insurance program duration to ensure satisfaction

·        Collaborate with servicing and claims teams to offer a seamless client experience, ensuring high retention rates

·        Proactively engage with clients to facilitate policy renewals and amendments as required

·        Act as a liaison between clients and insurers to resolve any service issues or policy discrepancies.

4.      Team Management and Development

·        Encourage the team to actively engage with clients and generate new business opportunities through policy changes and renewals

·        Involve team members in client interactions, insurer negotiations, and coordination with TPAs to boost their confidence and skills

·        Monitor team performance and align individual goals with organizational objectives to achieve business targets

5.      Corporate Visits and External Liaison

·        Regular visits to client offices to strengthen relationships and identify new opportunities

·        Maintain relationships with insurers to facilitate smoother underwriting and claims processes

·        Engage with TPAs for quick resolutions and enhanced client service.

6.      Daily MIS and Reporting

·        Ensure accurate and timely preparation of daily MIS reports to track business progress

·        Share insights with management to support decision-making and business strategy.

7.      Compliance and Process Management

·        Ensure all business operations comply with IRDAI regulations and organizational policies

·        Identify areas for improvement in client servicing processes to increase efficiency and client satisfaction.

  Additional Information

Company Industry:

Insurance Broking

Employment Status:

Full Time

Employment Type:

Regular

Number of Vacancies:

1

Working Days:

Monday – Saturday

Office Timings:

10:00 AM to 06:30 PM

Skills:

· Insurance Product Knowledge

· Client Relationship Management

· Team Management and Leadership

· Negotiation Skills

· Communication skills

· Regulatory Compliance Knowledge

· TPA Coordination Experience

· Project Management Skills

· Networking Skills

· Financial Acumen

· Problem Solving skills

• Expert understanding of On-page and Off-page SEO

• Perform keyword research in coordination with company’s business objectives to optimize existing content and uncover new opportunities

• Provide SEO analysis and recommendations in coordination with elements and structure of websites and web pages

• Provide recommendations and execute/manage strategies for content development in coordination with SEO goals – general and keyword specific

• Develop and implement link building campaigns

• Implement and administer search engine programs (XML sitemaps, shopping feeds, webmaster tools)

• Monitor and evaluate web analytics dashboards and reports in order to develop and recommend SEO strategies

• Track, report, and analyze website analytics and PPC initiatives and campaigns.

• Experience in Search Engine Marketing (SEM) and Paid Search (PPC).

• Perform ongoing keyword discovery, expansion and optimization.

• Research and analyze competitor advertising

Job Description 

We are looking for a reliable Administration Executive. He will undertake administrative tasks, ensuring the rest of the staff has adequate support to work efficiently. The ideal candidate will be competent in prioritizing and working with little supervision. The administration executive will ensure smooth running of our company’s office.

Key Responsibilities:

• Admin & daily office facility work
• Ordering Office supplies (stationery, pantry and other inventory)
• Maintenance & repair of Assets/Laptops
• Bills & payment records.
• Supervision & Staffing of the office.
• Tracking budget expenses.

Desired Candidate Profile:

• Good verbal and written communication skills.
• Technical bent of mind to isolate a problem quickly.
• Have proven experience in the same domain.
• Proficient with Microsoft Office, Excel software and phone systems.

Education-

Education: Any Graduate

• Conducting keyword research using dedicated software, and generating new keyword ideas.
• Analyzing website and social media pages, then making recommendations for improvement.
• Monitoring website traffic, search results, and developing strategies.
• Generating content ideas and delegating these to the team.
• Overseeing content creation and offering suggestions.
• Updating outdated content.
• Optimizing pages for desktop, tablet, and mobile use.
• Developing link-building strategies.
• Managing paid search campaigns.
• Keeping up to date with new trends and best SEO practices.

• BSc in marketing or similar.
• HTML and JavaScript experience.
• Previous experience in a similar role would be advantageous.
• Excellent written, verbal, and analytical skills.
• Experience with Google Analytics.
• Great customer service and interpersonal skills.
• Ability to follow specifications.
• Ability to work under pressure.

As a presales manager, you will work closely across various verticals such as product development, engineering, sales and marketing, and project teams/customer relations to understand internal product and service capabilities. Build marketing and sales collaterals showcasing the company’s offerings and capabilities

Role will also include understanding the customer’s needs and building suitable solutions, working closely with engineering, delivery, and sales teams.  You will also be required to actively understand customer preferences and predict future needs for product development.

Key Responsibilities:

• Engagement with the customers and understanding of their needs and putting together solutions (products and services) that are aligned with the customers’ demands. 
• Responsible for supporting the business development team in putting together compelling proposals in response to RFPs.
• Responsible for bringing in industry/vertical specific expertise into building the solution and validating technical solutions from the service delivery team.
• Coordinating with 3rd party service providers and integrating their solution components into the overall proposals.
• Plan sales strategies in response to market and competitors’

actions.

• Work in sync with the product development team and develop

sustainable and commercially viable products.

• Understand customer needs and make sales presentations.
• Liaise with the marketing team to undertake demand-generating

activities such as trade shows, exhibitions or customer workshops.

• Prepare sales proposals and train sales representatives/executives

from time to time.

• Preparation of presentations about the products or services with their value proposition articulated for the usage of the sales team.
• Creation of marketing concepts and responding to customers’ RFPs and RFI’s for our local and global sales teams.
• Use domain expertise to articulate customer requirements appropriately to product and development teams
• Prepare and deliver solution-based product presentations and

demonstrations to customers.

• Execute on customer proof of concepts (POCs).
• Strong interpersonal skills, including the ability to present to an audience from C-Level to End User, clearly articulate the value Profile products will bring to an organization, gain trusted advisor respect, and help influence, make well-executed systems presentations and clearly articulate the product’s value.