VP - Business Correspondent at Leading Financial Services Co · Delhi, Gurugram, Noida, Delhi, Gurugram, Noida · 5 - 6 years · ₹35L - ₹40L / yr · Posted 2 Sep 2021
Our client is more than 2 decades old NBFC registered with the RBI. The company was set up with an aim to empower rural entrepreneurs, SMEs, and small institutions by micro-financing. The company has come a long way since its inception in 1992 and has evolved with time with the introduction of its App in the small loans sector. At present, the company has more than 5000 employees and has serviced millions of borrowers to accomplish their dreams.
The group has diversified into the education segment and is running two schools. The schools are part of one of the largest private school chains in India. The schools have a flourishing family of 350 teachers and 6500 students. The leadership team at the helm of the company has demonstrable experience in financial services and has built the company by upholding the trust of its customers.
What you will do:
- Understanding the customer’s requirements and suggesting appropriate products (savings account, loan account etc.)
- Assessing prospective customer’s financial status (income, dependents etc.) and current trend of cash flows
- Suggesting appropriate products according to life-cycle needs and income
- Informing the prospective customer regarding application process, product terms and conditions etc
- Explaining to the prospective customer, the terms and conditions of product, application procedure, documents required and timelines for processing the application
- Responding to all queries and concerns regarding products and application process
- Discussing and setting revenue targets with the senior management
- Generating reports on targets achieved
Desired Candidate Profile
What you need to have:- 5 to 6 years of experience in sales and marketing
- MBA (Finance) or equivalent from Tier 1 college
- Prior experience in banking or other financial institutions
- Hands on experience in business correspondent operation
- Problem solver
Shubham Vishwakarma
Full Stack Developer - Averlon
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Qualification: MSc IT or MCA or BMS with MBA in Sales/Marketing
Experience: 6+ years of enterprise sales experience in BFSI technology / SaaS / fintech / lending tech sales.
Role Overview
We are looking for a Senior BDM - Enterprise Sales with deep experience in BFSI (Specifically Lending) who has independently driven mid-to-large ticket technology deals from prospecting to closure, while also growing and managing strategic enterprise accounts.
Products To Be Sold
Loan Origination System (LOS) - goOriginate (https://credility.in/goOriginate) and its modules.
Key Requirements
Proven track record of:
● Independently closing enterprise BFSI deals
● Handling long sales cycles (3-9-12 months)
● Selling Fintech or Lending Tech Product/ Solution Skill Set
● Added advantage if sold Loan origination system or Onboarding system or CRM.
● Driving revenue expansion through new business logos, cross-sell and up-sell.
● Building long-term CXO relationships within enterprise accounts
● Enterprise solution selling & consultative sales
● Key Account Management & relationship expansion
● Account mining and revenue expansion strategies
● Strong negotiation & commercial acumen
● Stakeholder & objection management and Strong gap analysis
● Lending domain understanding
● CRM discipline & forecasting accuracy
● Strong executive communication & presentation skills
Roles and responsibilities
1. Deal Ownership & Closures
● Own end-to-end enterprise sales cycle: discovery → solutioning → demos → commercials → negotiation → closure (will be supported by Business Head).
● Close mid-to-large ticket deals (Avg. 1 Cr p.a or 4 Crs for 3 Yrs to 5 Yrs TCV deal size ).
● Understand lending workflows.
● Create account penetration strategies for targeted HFCs and NBFCs to get New business logo or Upsell/ Cross sell.
● Build a strong pipeline through outbound prospecting, strategic networking events, referrals, and inbound opportunities.
● Engage CXOs and senior stakeholders across Lending functions (Business, IT & Management).
● Position value-based selling around ROI, operational efficiency, compliance, and scalability.
2. Pipeline Generation & Forecasting
● Maintain accurate sales forecasting, deal stage hygiene, and CRM updates.
● Consistently deliver quarterly and annual TCV targets.
● Track account growth metrics, new logo, renewal forecasts, and expansion pipeline
3. Commercials, Negotiation & Contracting
● Lead pricing discussions, discounting logic, and value justification.
● Close commercial negotiation while protecting margin and long-term account value.
● Drive enterprise deals to final stages negotiating multi-year legal contracts.
Position: Corporate Sales Manager –
Mutual Fund Role Overview The role involves engaging with Corporate, HNI, UHNI and Retail clients to provide customized investment advisory solutions, manage key relationships, and drive business growth.
Depending on experience, the incumbent will be responsible for one or more activities related to client acquisition, surplus management, financial advisory, relationship development, and marketing of investment products.
This position requires strong client-facing abilities, strong understanding of financial products, and the capability to deliver high-quality, insights-led advisory services.
Key Responsibilities
● Understand client requirements and recommend investment products aligned with financial objectives and risk profile.
● Advise Corporate, HNI, and Retail clients on surplus fund management and portfolio suitability.
● Stay updated on financial markets, economic conditions, and investment product offerings.
● Meet corporate clients (primarily Treasury, Finance & Accounts teams), HNIs, and retail prospects to introduce SPA’s wealth and advisory services.
● Generate business leads, evaluate enquiries, and propose effective investment solutions.
● Identify and develop relationships with strategic partners to expand outreach and opportunities.
● Manage client relationships end-to-end, ensuring proactive engagement and personalized service.
● Retain and expand the existing client base through structured follow-ups and consistent value delivery.
● Ensure timely resolution of post-sales service issues and continuously explore cross sell/up-sell opportunities.
● Work closely with internal research, product, and marketing teams to develop relevant investment ideas and marketing collateral.
● Enhance SPA’s visibility and recall as a preferred wealth advisor among Asset Management Companies and Clients.
● Maintain professional conduct and ensure high service quality to meet and exceed client expectations.
Skills & Experience
● Minimum 8 years of experience in sourcing and managing HNI clients in wealth management or related financial services.
● Strong understanding of Equity and Debt Capital Markets, mutual funds, insurance, and structured investment solutions.
● Familiarity with global markets and international investment products will be an added advantage.
● High level of comfort with technology platforms, digital tools, CRM systems, and AI assisted advisory workflows.
● Excellent communication, presentation, negotiation, and relationship management skills with strong proficiency in English.
Qualifications & Certifications
● Degree in Finance with qualifications such as CA / CFA / MBA / PGDM and a strong academic background.
● Mandatory NISM / AMFI certifications.
● Certifications in FinTech, AI in Finance, Data Analytics, or Digital Wealth Management will be considered a strong bonus.
● Existing strong client relationships will be given due weight. Remuneration Compensation will be as par with the best in the industry, with an attractive performance linked variable structure.
Location: Janakpuri, New Delhi
Sales Representative
We seek a skilled and driven Sales Representative who excels in a fast-paced sales environment. This
individual will contribute to the attainment of lead acquisition and conversion goals by engaging in
calls, collaborating with channel partners, visiting prospective clients in-person and generating
interest while qualifying prospects.
Responsibilities:
1. Establishing connections with company CXOs through LinkedIn, understanding their needs, and
initiating initial discussions with the relevant channel head.
2. Conducting daily calls to follow up on generated leads, both inbound and outbound, to
assess their qualification.
3. Handling both inbound and outbound calls to evaluate lead qualifications.
4. Comprehending client requirements and effectively presenting product
offerings.
5. Qualifying leads and forwarding them to the respective stakeholders.
Requirements:
1. Demonstrated expertise in handling incoming and outgoing calls.
2. 0 to 1 years of sales experience, preferably in the Fintech sector.
3. Proven track record in successful lead generation.
B2B sales experience is essential.
4. Fundamental knowledge of business banking and lending products.
5. Proficient in managing a high volume of calls daily with a strong phone
presence.
6. Familiarity with CRM systems, such as Freshworks or equivalent.
7. Exceptional verbal and written communication skills.
Effective listening and presentation capabilities.
8. Ability to multitask, prioritize, and efficiently manage time.
9. Previous experience in a financial organization is
advantageous.
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Full Stack Developer - Averlon