Telesales

Job Summary:

The Head of Operation and Cross-Sell will be responsible for streamlining sales processes, managing client onboarding, ensuring compliance, handling financial reconciliations, deepening client relationships and supporting the sales team with strategy and execution. This role will bridge the gap between sales, operations, and marketing to drive efficiency and revenue growth.

Key Responsibilities:

1. Business & Sales Support:

·      Manage existing clients and onboard new clients.

·      Develop and execute client plans, including:

o  Financial plans

o  Investment strategies

o  Customized acquisition strategies

·      Support business expansion by identifying key partnerships and growth opportunities.

2. Sales Operations & Compliance:

·      Oversee sales workflows and processes for seamless execution.

·      Ensure compliance with regulatory requirements (AMFI, IRDAI, Licenses, KRA, etc.).

·      Support documentation and approvals for financial products and services.

3. Financial & Account Management:

·      Handle revenue tracking, invoicing, and collections.

·      Manage cash flow projections and reconciliations.

·      Follow up on pending payments and ensure financial compliance.

4. Partnerships & B2B Collaboration:

·      Identify and manage new tie-ups with partners.

·      Strengthen relationships with existing stakeholders.

·      Oversee documentation, agreements, and compliance for partnerships.

·      Develop B2B opportunities, including corporate tie-ups and financial wellness programs.

5. Deepening of Client Relationship

·      Interact with the existing clients to identify their investment mindset and offer customised solutions 

·      Strengthen relationships with existing clients

·      Cross-sell and up-sell investment products to the existing clients by understanding and identifying their needs

·      Responsible for the robust growth of AUM and Revenue from the existing client portfolio

6. Strategic Planning & Marketing Support:

·      Assist in the development of new products and services.

·      Support corporate strategy and marketing initiatives.

·      Collaborate with the marketing team on lead generation, branding, and sales campaigns.

Key Skills & Qualifications:

·      Master’s degree in Business, Finance, Marketing, or related field.

·      10-12 years of experience in sales operations, financial planning, or business development in the Mutual Fund / Wealth Management / Insurance industry

·      Strong analytical skills and ability to interpret financial data.

·      Experience in managing partnerships and compliance documentation.

·      Proficiency in CRM tools and sales analytics software.

·      Excellent communication, negotiation, and leadership skills.

Why Join Us?

·      Be part of a fast-growing, dynamic company with a collaborative work culture.

·      Exposure to strategic business development and sales operations.

·      Work with a collaborative team that values innovation and efficiency.

·      Opportunity to lead a critical function and shape the future of our sales operations.

·      Exposure to cutting-edge sales technology and processes.

If you are a strategic thinker with a passion for sales operations and a proven track record of success, we invite you to apply and be part of our team!

Job description

💻 Position: Program Associate

📍Location: Gurgaon

🗓️ Working Days: Monday- Friday

⏰ Work Timings: 10am -7pm

📌 Experience Required: 0-1 years

🤝 Client: Leading Business School

💸 Salary: Competitive Salary Package

👉🏻Looking for candidates with prior experience of working at early-stage educational startups.

About the organisation:

Our client is a new-age business school offering industry-immersive business education where the classes are led by top industry leaders and practitioners. It is a first-of-its-kind institute where distinguished leaders from different walks of life have re-imagined business education in order to create effective business professionals for the ever-changing economy.

Role and Responsibilities:

The role requires one to lead major initiatives associated with the growth of the program among the high school students. These include

● Executing Projects End to End

● Working with diverse stakeholders such as marketing, operations for end to end execution.

● Work on B2B partnerships that can bring business synergies

● Design experiences for students that can lead to lifelong learning

Eligibility:

· 0-1 years of experience in the startups or high school domain

· Experience in project management or execution

. If fresher than internship experience or leadership position in college societies and clubs

Responsibilities

• Industry and prospective customer research for generating new Leads.
• Maintain lead data in Google Sheets and CRM and ensure they are updated.
• Manage the Inside Sales Campaign process, including research, outreach (email and Linkedin), and follow-ups on positive responses.
• Help with coordination, scheduling, and pre-call research for prospect calls.
• Work with sales tools like Reply.io, Zoho, Crunchbase, etc., and email verification platforms that the organization follows as part of the process.
• Work on the creation of campaign messaging and suggest improvements when needed. 
• Assist the team in analysing and exploring improvements to the sales process.
• Ensure all active leads and opportunities details are present in the CRM and update them regularly.
• Ensure relevant reports are generated on an ongoing basis and with high accuracy.
• Knowledge of B2B markets in North America, Canada, Europe, and APAC.
• Knowledge to use LinkedIn sales navigator and LinkedIn Premium to find B2B contacts.

Skills required

• Inside Sales experience within a technology industry is required.
• Strong business communication skills - verbal and written.
• Someone who is not afraid of putting in the work to make a difference.
• Should know CRM and Sales & Marketing automation software.
• Excellent knowledge of working MS Excel / Google Sheets and MS Word / Google Docs
• Working collaboratively in a team environment and should work independently.
• Developing and maintaining strong relationships.
• Self-starter who can work in a highly demanding environment.
• Ability to multitask on projects and commitments.
• Must have a strong inner drive and self-discipline.
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Job duties and responsibilities

• Develop, implement and manage our social media strategy
• Define most important social media KPIs
• Manage and oversee social media content
• Measure the success of every social media campaign
• Stay up to date with the latest social media best practices, trends, memes, and technologies
• Use social media marketing tools such as Buffer
• Attend educational conferences
• Copywrite and work with designers to ensure content is informative and appealing
• Collaborate with Marketing, Sales, and Product Development teams
• Monitor SEO and user engagement and suggest content optimization
• Communicate with industry professionals and influencers via social media to create a strong network
• Hire and train others in the team

Job requirements and qualifications

• Bachelor’s degree in journalism, communications, marketing, or a related field.
• 3 or more years of social media experience including planning and managing content in a corporate, or agency setting.
• Social Media Strategist using social media for brand awareness and impressions
• Excellent knowledge of Facebook, Twitter, LinkedIn, Pinterest, Instagram and other social media best practices
• Understanding of SEO and web traffic metrics
• Experience with doing audience and buyer persona research
• Good understanding of social media KPIs
• Ability to work in a fast-paced, high-pressure environment.

• Excellent written and verbal communication skills and must have a thorough understanding of social media management and strategy.
• Good time-management skills

• Bachelors degree or equivalent qualification with 2+ years of professional experience in Talent Acquisition.
• 2+ years experience in full lifecycle recruiting in the IT industry.
• An expert level of knowledge in all full lifecycle recruiting components including, sourcing, qualifying, networking, assessing, legal, job analysis, wage and salary trends, relationship management, and due diligence.
• Detailed analysis of the JD - to understand the client's requirement thoroughly.
• Sourcing and screening of valid profiles.
• Ensuring SLAs are met for providing the validated profiles.
• Basic Excel Skills like Vlookup, Pivot, and PPT skills
• Maintaining a detailed tracker and Scheduling the shortlisted profiles for an interview and ensuring regular following up.
• Candidate Selection offers negotiation and follow-up with joining to ensure the onboarding.
• Must be able to manage competing demands, accept generous and constructive feedback, while being extremely adaptable and flexible. 
• Ability to handle sensitive and confidential information appropriately.

• Work closely with Hiring Managers to plan and close all assignments in the stipulated time frame.
• Develop a strong pipeline of high-caliber talent for all current and anticipated demands.
• Developing and maintaining strong working relationships with internal clients, vendors, and other team members to create a partnership that yields success, predictable results, and credibility.
• Managing the selection, offers, negotiation, closing, and administrative components of the recruitment process.
• Manage mid and senior-level hiring
• Sourcing through various sourcing channels, candidate management, stakeholder management. 
• Deliver high-quality work in a high-paced, dynamic work environment consistently by managing time and effort
• Taking initiative to complete unanticipated, and verifying the completeness of your own work
• Deliver high-quality results in a timely manner, individually and through others; initiate action and accomplish goals across a wide range of teams and projects in the face of multiple demands, grow professionally by actively staying up-to-date in areas of expertise.
• Hands-on experience and in-depth understanding of various technologies
• Hands on experience in excel reporting and analyses