Role- Cluster Head / Senior / Relationship Manager - WealthExperience- 4-10 YearsMode - WFO- 5.5 daysLocation- Gujarat, Maharashtra,Bangalore, Hyderabad and ChennaiJob PurposeThe purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service. The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management. Responsibilities: Client Acquisition and Relationship Management: Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist the client in achieving his short-term and long-term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs, and Fund-based Real Estate products, and other Investment products. Acquisition and handling a group of HNI (High Net Worth Exclusive) Clients.Profiling Customers and providing financial products to meet customer needs.Deepen the relationship by Cross selling to mapped broking clients and Services according to Customer Needs.To Enhance & Retain customer profitability by capturing a larger share of Wallet.Ensure profitability of the portfolio: Generate high Income per Customer.Acquire new customers who meet product criteria through cross-referral.Actively network and seek referrals to expand the client base and contribute to business growth targets.Marketing and Business Development: Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.This role is to acquire B2C clientele & build a portfolio thereon.Acquisition - Assist Head RM in executing successful micro-events for the acquisition of new clients.Acquire new accounts from group Collaborate within the internal teams including research, investment, and compliance to ensure the delivery of accurate and compliant investment solutions to clients.Financial and Product Expertise: Ensure profitability of the portfolio: Generate high Income per Customer.Stay up-to-date with industry trends, economic developments, and regulatory changes that could impact clients' financial positions.Keywords / Skills: Sales, Wealth management, mutual funds, PMS, Corporate bonds, Alternative investments.

Role: Head of Growth Exp: 15+ YearsLocation: Bangalore / Delhi NCRWorking Mode: 5 Days, WFO Role Description: As the Head of Growth for B2B Sales, you will be responsible for developing and executing strategies to drive revenue growth and expand the customer base within the business-to-business (B2B) sales segment. You will work closely with the sales team, marketing, product and senior management to identify opportunities and implement initiatives that accelerate sales growth and maximize profitability. Your role will involve a combination of strategic planning, business development, and sales leadership. Job Responsibilities: Develop and execute a comprehensive growth strategy: Collaborate with cross functional teams to define the growth objectives and develop a clear strategy to achieve them. This includes identifying target markets, understanding customer needs, and evaluating competitive landscapes. Lead and manage the B2B sales team: Provide leadership, coaching, and guidance to the sales team to drive performance and achieve sales targets. Set clear goals, monitor progress, and implement strategies to improve sales effectiveness and efficiency.Identify and pursue new business opportunities: Continuously assess market trends, customer demands, and competitor activities to identify new avenues for growth. Develop and nurture relationships with key clients, partners, and industry stakeholders to generate new leads and business opportunities.Optimize sales processes and performance: Evaluate and refine the sales process to enhance efficiency, productivity, and customer satisfaction. Implement sales tools, methodologies, and metrics to monitor and improve sales performance, including pipeline management, forecasting, and conversion rates. Collaborate with product: Work closely with the product team to align sales and product development strategies, ensuring consistent messaging, lead generation efforts, and effective campaigns. Provide input on target audience segmentation & messaging.Analyse sales data and metrics: Regularly analyse sales data, customer feedback, and market trends to derive insights and make data-driven decisions. Identify areas for improvement and implement corrective actions to optimize sales performance and revenue growth.Stay updated on industry trends and best practices: Keep abreast of industry trends, emerging technologies, and best practices in B2B sales and growth strategies. Leverage this knowledge to drive innovation, identify competitive advantages, and position the company as a leader in the market. Skills: Bachelor's degree in business, marketing, or a related field (MBA preferred). Min experience of 10 years in B2B Sales and business development process with a focus on driving revenue growth.Strong leadership and team management skills, with a track record of motivating and developing high-performing sales teams. Excellent communication and interpersonal skills, with the ability to build relationships with clients and internal stakeholders. Analytical mindset with the ability to interpret data, generate insights, and make data-driven decisions.Strategic thinking and problem-solving abilities, with a focus on driving results and achieving targets. Familiarity with CRM systems, sales analytics tools, and other sales technologies. • Knowledge of the B2B sales landscape, market dynamics, and industry trends.Ability to adapt to a fast-paced and dynamic work environment.

Role: Regional Head (SA)Exp: 10+ YearsLocation: Mumbai / BangaloreWorking Mode: 5 Days, WFORole Description:The Regional Head (Strategic Accounts) will be responsible for overseeing the management, growth, and development of key strategic accounts within a specific zone. The role requires the ability to develop long-term relationships, create tailored solutions, and ensure the delivery of exceptional value to our top-tier clients. The Regional Head will also lead the regional sales teams to achieve revenue targets, drive customer satisfaction, and enhance the company's presence in the strategic accounts segment.Key Responsibilities:Strategic Account Management:Lead and manage the development of strategic accounts across the assigned zone.Develop and implement strategic account plans, identifying growth opportunities and solutions tailored to clients' business needs.Cultivate strong relationships with key decision-makers and influencers within strategic accounts.Ensure the highest levels of customer satisfaction by anticipating needs, addressing concerns, and consistently exceeding client expectations.Sales Strategy & Execution:Drive the execution of regional sales strategies and contribute to the development of sales plans.Meet or exceed the assigned sales targets for strategic accounts.Identify and capture new business opportunities within existing accounts, as well as develop new accounts within the zone.Work closely with internal teams (e.g., marketing, product management, and customer service) to ensure the successful delivery of solutions.Team Leadership & Development:Lead and mentor a team of account managers, sales professionals, and other related roles within the zone.Ensure effective coordination among team members to meet individual and team objectives.Provide guidance, support, and training to help the team members achieve sales goals and develop professionally.Foster a high-performance, collaborative, and results-driven culture within the team.Market Analysis & Reporting:Conduct regular market and competitor analysis to identify trends, customer preferences, and potential threats.Prepare and deliver sales forecasts, reports, and insights to senior management.Monitor and track key performance indicators (KPIs) and metrics for strategic accounts to ensure business growth and profitability.Customer Relationship & Negotiations:Negotiate contracts, pricing, and service-level agreements (SLAs) with strategic accounts.Ensure a proactive approach to client relationship management, focusing on long-term partnerships.Represent the company at client meetings, industry events, and conferences.Cross-Functional Collaboration:Collaborate closely with the marketing team to develop targeted campaigns for strategic accounts.Work with the product development teams to understand product offerings and customize solutions to meet the unique needs of strategic clients.Coordinate with the customer support team to ensure smooth post-sales support for strategic accounts.Qualifications:Bachelor's degree in Business Administration, Sales, Marketing, or a related field (MBA is a plus).Proven track record of 8+ years in sales, account management, or business development roles, with at least 2-3 years in managing strategic accounts.Strong leadership skills with experience in managing a team.Exceptional negotiation, communication, and interpersonal skills.Deep understanding of the market and customer needs in the assigned region.Strong analytical and strategic thinking skills.Ability to manage multiple projects simultaneously while meeting deadlines.Excellent problem-solving skills and decision-making abilities.Proficiency in CRM software (e.g., Salesforce) and MS Office Suite.Key Attributes:Results-driven with a focus on achieving sales targets.Customer-focused with the ability to develop and nurture strong client relationships.High level of integrity, professionalism, and business acumen.Ability to thrive in a dynamic and fast-paced environment.Collaborative and team-oriented mindset.

Essential Duties & Responsibilities:Responsible for ensuring Accounts Receivables/Invoicing and Accounts Payable meet Corporate Key Performance Indicators (e.g., Cash by Month, AR/AP aging, Rate forecasting - Overhead(OH), General & Administration (G&A), Employee Productivity, Revenue by product, by vertical, by country, etc.).Oversee Accounting processes, polices, and the administration of corporate accounting policies.Maintain a calendar of Indian legal entity compliance requirement for timely submissions, reporting and updates.Project accounting time collection, revenue recognition, invoicing, and financial performance.Work directly with external audit teams on annual financial audits and tax payments.Oversee the Accounting team responsible for all aspects of accounting (processing travel requests, reconciling credit cards, validating approvals, project set-up, etc.) and payroll operations.Work with HR on benefits renewals in case these are assigned to the India back-office teams.Working closely with the Managing Director and Corporate Controller in building, managing, and placing controls on business units and overall company budget.Oversee the accounting management system and drive insights for optimal financial performance.Lead a culture of engagement within the operating unit team.Collaborate and be responsible for updating financial statements resulting from the bi-monthly reporting of operating unit performance.Coordinate and/or prepare internal and external presentations.Collaborate and deliver updated service pricing, support for proposals, as needed.Provide data to the operations and business units and/or guidance on revenue recognition, cost analysis\reporting, asset analysis, and subsidiary financial reporting.Responsible for the monthly updates to the Revenue and Cost Forecast.Responsible for charge numbers - ensure accurate charging and reporting of hours while collaborating with the Contract Management function.Responsible for policies associated with Charging, Delegations to Subsidiaries, etc.Adhere to deadlines for providing data on monthly actuals and invoicing, tax forecasting, and timely payments.Experience and SkillsMandatory Requirements & Qualifications:Indian citizenship and passport; able to travel to any country.A Bachelors degree in Accounting; professional accounting certification (CPA, chartered accountant, ACCA, etc.) a plus.Knowledge of US GAAP required.10+ years of experience in Accounting.Experience working in a professional services environment (of similar industry).Knowledge of international banking systems and practices.Hands-on experience in setting up and leading accounting teams who support multiple business verticals in global technology services.Experience and knowledge of the latest regulatory compliance requirements for Indian legal entities.A high level of business awareness and acumen and a strong understanding of accounting, and corporate operations, particularly from a subsidiary perspective.Be able to demonstrate a high degree of integrity, decisiveness, and attention to detail.Excellent Leadership, communication (written and verbal), and organizational skills.Excellent analytical and problem-solving skills.Understanding contract management, legal and regulatory requirements and recommending best practices, based on knowledge and experiences.Ability to conduct discussions through proposals and presentations.Strong management and conflict mediation skills.Proven corporate experience in multinational environments, managing responsibilities in global-level operations.Work Hours: This is a full-time, on-site, position with hours of operations from Monday to Friday, between 9:00am to 6pmJob Benefits5-day work weekEmployee EngagementMedical insurance coverage for self, spouse and children.Life Insurance coverage for self49 days of annual paid leaveEmployee referral bonusCan avail Flexi-tax benefits from the CTCFlexible work timingsInternational work culture