1202 Digital Sales Jobs - Page 5

NoBrokerHood started in the year 2018, aimed to make life more convenient and secure for residents in any housing society. NoBrokerHood offers a plethora of services and features which enables its customer, as a user, to manage multiple activities inside residential buildings, housing societies, and gated communities. From finding domestic help to monitoring visitor entry and maintenance or utility bill payment, its all done from your phone. It also further strengthens the safety of your society by keeping visual and digital records of all entries and exits accessible anytime and anywhere and automates staff entry through a facial recognition or biometric process Job Description: As part of the core leadership team, you will spearhead Brand acquisition and operations initiatives for the organization with respect to apartment societies. Leading a team in the large sales function of NoBrokerHood by demonstrating leadership skills through building teams, driving key process metrics, creating superlative work culture, bringing strong customer focus and leading the company to exponential growth. Manage a team of Brand Managers, BD Managers, Operations team and responsible for overall ,performance of the team and city Will be responsible for strategic partnerships with Builders, Facility Management Companies etc. Working cohesively with a team of equally talented and passionate colleagues to develop short and long-term strategies to efficiently grow the business. Utilizing high level of work independence and autonomy of decisions to enable team for 100X growth Identifying, experimenting and executing innovative ideas for expansion

Identify and approach potential sponsors for events . Develop customized sponsorship proposals based on client objectives. Negotiate sponsorship deals and close agreements. Maintain long-term relationships with sponsors and ensure deliverables.

About the Role We are looking for a dynamic and proactive Senior Digital Sales Manager to expand our client base and drive B2B sales through strategic prospecting and relationship building. This role is field-oriented, requiring the candidate to spend most of their time meeting potential clients, utilizing existing client databases, and identifying new business opportunities. What You'll Do Key Responsibilities: 1. Lead Generation & Client Acquisition: Identify and prospect new clients through market research, networking, and leveraging the existing client database. Conduct B2B meetings to present company services, address client needs, and acquire new business. Discover and implement innovative ways to generate hot and relevant leads. Generate qualified leads and ensure their smooth progression through the sales funnel. Actively participate in exhibitions, conferences, and networking events to build relationships and enhance visibility. 2. Partnership Development: Identify and pursue partnership opportunities to complement business objectives. Develop and maintain strong relationships with clients and partners to foster long-term collaboration. Provide creative and strategic solutions to expand partnerships and business opportunities. 3. Sales Planning & Strategy: Create and execute a structured sales plan to achieve business goals across target industries. Regularly update the sales pipeline, track progress, and report results to leadership. Collaborate with internal teams to tailor proposals and solutions to meet client requirements. 5. Market Insights & Reporting: Conduct market research to stay updated on industry trends, competition, and client needs. Provide detailed reports on sales activities, lead status, and market insights to inform decision-making. What We Need: Education & Experience: Bachelor's degree in Marketing, Business Administration, or a related field. Minimum 5+ years of experience in B2B sales, business development, or partnership management, preferably in a service-based industry. Prior experience in digital marketing or related fields is an advantage. Skills & Attributes: Strong communication skills: Verbal, written, and presentation capabilities. Sales expertise: Proven ability to prospect, nurture leads, and close deals. Relationship-building skills: Ability to establish trust and credibility with clients and partners. Analytical mindset: Adept at market research and data-driven decision-making. Proactive and goal-oriented: Persistent with a strong sense of ownership and accountability. Technical proficiency: Working knowledge of Microsoft Office/Google Sheets and CRM tools. Personal Qualities: Self-motivated and action-oriented with the ability to work independently. Strong interpersonal and influencing skills with a collaborative mindset. Comfortable with frequent travel (50% or more) to meet clients and attend industry events. Why Join Us? Opportunity to drive business growth and contribute to the company's success. Collaborative and fast-paced work environment with ample learning opportunities. Competitive compensation and performance-based incentives. Join us and write the future of Digital Marketing.

Now Hiring – Virtual Relationship Manager (AM/DM) Thane |Leading Private Bank What You’ll Do: Manage & grow HNI client portfolios – all virtually Cross-sell Loans | Investments | Insurance | SIPs Hit targets & deliver 5 client experience Required Candidate profile Graduate (MBA preferred) 2+ yrs in Banking / BFSI Sales / Relationship Mgmt Excellent English & Virtual Sales skills CTC: upto 10 Laksh + Inc www.hyfly.in | 9773553319 / 9082104424 Perks and benefits High Incentives + Career Growth in BFSI

Job Summary: We are seeking a dynamic and results-driven Zonal Business Head- B2B to lead our sales efforts across the assigned region. This role is responsible for driving revenue growth, building strategic client relationships, and leading a high-performing sales team. The ideal candidate will have a strong background in B2B sales, proven leadership skills, and a deep understanding of regional market dynamics. Key Responsibilities: Develop and execute regional sales strategies aligned with national sales goals. Lead, mentor, and manage a team of Sales Managers/Executives across the region. Identify and pursue new business opportunities within the B2B segment. Build and maintain strong relationships with key clients, decision-makers, and stakeholders. Track sales metrics and ensure performance targets are met or exceeded. Collaborate with cross-functional teams including marketing, product, and customer success. Provide accurate sales forecasting and regular reporting to senior leadership. Represent the company at industry events, trade shows, and networking opportunities. Monitor competitor activity and adjust strategies as needed to stay competitive. Key Requirements: Bachelor's degree in Business, Marketing, or related field (MBA preferred). 10+ years of experience in B2B sales with at least 4-5 years in a leadership role. Proven track record of meeting or exceeding sales targets. Strong leadership and team management skills. Excellent communication, negotiation, and interpersonal abilities. Deep understanding of the regional market and customer landscape. Willingness to travel within the region as required.

If you are a skilled professional with 1-2+ years of experience in the field of Digital Sales, this opportunity might be the perfect fit for you. This Account Executive role at Regalix, a MarketStar Company, based in Bangalore, offers a dynamic work environment where collaboration and innovation are highly valued. At Regalix, we are committed to excellence and client success by leveraging cutting-edge technologies and digital marketing strategies. As part of our team, you will have the chance to work with the world's largest professional networking platform, executing sales motions at scale to reactivate previously spending accounts and drive revenue growth in strategic product areas. Your responsibilities will include ongoing strategic account management, fostering strong client partnerships, implementing effective business strategies, and achieving specific sales targets with B2B clients in the marketing field. You will also be required to use a consultative approach to determine clients" goals and offer appropriate marketing optimization tips to address their needs. To excel in this role, you should possess knowledge of sales strategies, sales pipeline management, and experience in customer service or sales environments. Fluency in both the needed language and English, written and spoken, is essential. Additionally, having a solid understanding of MS Office programs, organizational skills, and motivation to work in a dynamic atmosphere will be beneficial. Preferred qualifications for this position include 1-2+ years of experience in Sales with Digital or Social Media Sales, customer retention or reactivation experience, and proficiency in the needed language and English. Excellent verbal and written communication skills, technical abilities, and the ability to work in a fast-changing dynamic environment are also highly valued. This role offers constant learning opportunities, an employee-centric benefits plan, comprehensive health insurance, generous leave policy, Covid support, vaccination drives, well-being sessions, and work flexibility. As part of our team, you will have access to customized training programs for personal and professional development and the chance to work with leading brands as clients. If you are looking for an exciting opportunity to grow professionally and contribute to the success of a diverse and innovative organization, hit the Apply Now button and join us on this rewarding journey.,

Come work at a place where innovation and teamwork come together to support the most exciting missions in the world! F5 empowers creators of the new digital world The F5 Digital Sales organization is a newly formed global sales organization with an opportunity to be a tremendous revenue growth engine for the company. The F5 solution, now combined with NGINX and Shape Security bridges the gap between NetOps and DevOps with multi-cloud application services that span from code to customer. This role is part of an exciting new team that is at the forefront of establishing cutting-edge opportunistic sales motions leveraging AI, digital marketing, big data and analytics to drive impactful demand response and targeted sales coverage. The F5 Multi-Cloud Application Services Platform enables enterprises undergoing digital transformation to modernize legacy, monolithic applications, as well as deliver new, microservices-based applications. Companies like Netflix, Starbucks, and McDonalds rely on F5 Networks to reduce costs, improve resiliency, and speed innovation. F5 Networks is searching for an enthusiastic, eager-to-learn Business Development Representative (BDR) to join the growing sales team in Singapore. If you are an early aspirant in your sales career or looking to work in a fast paced dynamic work environment, F5 is the perfect place for you! This position requires previous experience with prospecting within greenfield accounts (acquiring new logos). BDR candidates during the interview should not only be able to demonstrate the ability to comprehend F5 Solutions, but also the ability to pitch this effectively to new customers. They will also be expected to articulate how they would be creative and thoughtful in their approach to solicit a response from prospects. This position is an in-office role that requires working from the F5 office in Bangalore, supporting India South market. Responsibilities Schedule highly qualified meetings from inbound and outbound campaigns within target accounts for territory sales Leverage prospecting tools such as Outreach, LinkedIn Sales Navigator, and outbound calling techniques to schedule meetings with identified target accounts Collaborate with marketing, field sales, and product teams to facilitate new programs, messaging, campaigns, and offerings Ensure inbound requests and opportunity handoffs to sales are successful and exceed the customers satisfaction Ensure reporting and communications are frequent and bi-directional Exhibit qualities of overachievement, self-motivation, good teamwork, and positive attitude Meet and exceed minimum activity metrics: 40 Dials, 10 conversations, and 40 emails per day Qualifications BS/BA degree or equivalent work experience. Minimum 1 to 2 years of sales prospecting experience through social media, cold callings, emails and writing qualification notes. Great communicator with business English language proficiency as shortlisted candidate will be required to support and engage with customers/partners from India South market and report to Digital Sales leadership in Singapore Core sales skills related to initiating conversations, uncovering basic needs, connecting needs to high level F5 solution and driving interest in continued discussion with sales team members. Skill in using Salesforce CRM tool for leads management, prospecting, emailing, and calling is a must. Previous experience with technology companies selling SaaS, IaaS, or PaaS is a plus. F5s culture is built upon our core values: progress, excellence, openness, and curiosity. We re a growing company with a startup feel and products that are chosen for high performance and efficiency by innovators around the world. If our team has one thing in common, it s our passion for a multi-cloud application services and dedication to a global suite of products that s loved by a loyal base of F5 fans for over 20 years. F5 Networks, Inc. is an equal opportunity employer and strongly supports diversity in the workplace. #LI-VR Equal Employment Opportunity It is the policy of F5 to provide equal employment opportunities to all employees and employment applicants without regard to unlawful considerations of race, religion, color, national origin, sex, sexual orientation, gender identity or expression, age, sensory, physical, or mental disability, marital status, veteran or military status, genetic information, or any other classification protected by applicable local, state, or federal laws. This policy applies to all aspects of employment, including, but not limited to, hiring, job assignment, compensation, promotion, benefits, training, discipline, and termination. F5 offers a variety of reasonable accommodations for candidates . Requesting an accommodation is completely voluntary. F5 will assess the need for accommodations in the application process separately from those that may be needed to perform the job. Request by contacting accommodations@f5.com .

Title :- Development/Relationship Manager - Health Agency(Noida) Vertical :- Health Agency Location : Noida Date :- 12th Sep 2025 (Friday) Industry preferred:- SAHI, LI, GI, Banking, Pharma, Telecom, Mutual Funds, NBFC, FMCG Roles and Responsibilities: 1. Sale of Health policies through tele sales and virtual meetings. 2. Recruit, train agents and generate business from them. 3. Responsible for licensing and tracking activation of the same regularly. Handling the health retail product. 4.Maintaining relationships with the health agents. Coordinating with other departments such as U/W, Claims, & Operations. 5.To meet agents, Lead Providers, intermediaries on a regular basis and maintaining records of the same in a planned manner. 6.Training & motivating the health agents to qualify contests and thus bring in incremental business. Job Requirements:- 1) Min. 1 year experience in Tele sales. 2) Min. Qualification: Graduation 3) Candidates with non-sales background will not be fit for this job profile 4) Need to work on 100% on- Tele sale of health policies. Type of position: Full Time Perks and benefits : (Benefits you will receive from our organization) 1) Insurance Benefits. 2) Candidates will be on the payroll of the organization. 3) Incentives (best as per industry) Interested candidates can mail us your updated resume on the given mail id : antargun.bhatia@icicilombard.com and dipshikha.singh@ext.icicilombard

THE ROLE: Reporting to the Business Development Associate Lead - Partner Operations, this role will be responsible for the growth of our Partner base across our global markets. Your role will include the following: Owning the Partner pipeline funnel across our international markets, from conception through to onboarding execution, including price and contract negotiations. Keeping up to date with newly onboarded Partners and smoothing out any issues in a timely and professional manner, including crisis and escalation management during the trial period. Document management, summarizing processes, learning and helping to replicate successful models across international markets. Creating business model conversion strategies in cities that are scaling and leading these conversions, where required. Suggesting and implementing actions to improve the quality of partnership leads and identifying growth opportunities. Owning all partner contracts. Ensuring all templates are up-to-date and in line with current laws and operational requirements. Conduct market research for new and existing markets, including but not limited to price analysis, competitor analysis, etc. Contributing to process structure and development for facility recruitment and onboarding. Be able to identify new and existing market strategies to improve our service offerings. Working with internal teams on a series of different projects as required, to improve the overall operations and quality of Partnerships. Keeping up-to-date and familiar with all departmental operational changes to understand the sourcing requirements. Requirements: Excellent communication and relationship-building skills. Must be able to conduct remote presentations, discussions and negotiations with international stakeholders. Strong presentation & negotiation skills, with an understanding of budget restraints. Experience developing clear pipelines and channel programmes for partner recruitment processes. Must be comfortable analyzing large data sets and must possess the ability to express and present clear logical thinking. Must be able to demonstrate creative thought processes for lead generation. Must be organized and a self-starter. Previous sales experience in international markets. Previous experience in a similar role, preferably for a start-up. Proficiency in Hindi / Urdu / Arabic / Spanish / French preferred. Ambitious & entrepreneurial. Hungry for progression & process-driven. Work Schedule: Monday-Friday 9-hour shifts (8 working hours + 1-hour break) Rotational shift timings, including night shifts. Office-based role in Bengaluru Desired, but not essential: Experience with Partner acquisition CRMs and/or digital sales. Exposure to business intelligence platforms such as Data Studio. Experience in working in different markets internationally, with strong cultural awareness. 2+ years of experience in a high-growth start-up environment. Can ideally demonstrate a highly numerate and commercial mindset. We love to work with ambitious, proactive people who have a can-do attitude and are confident decision-makers. So, if this sounds like you, take this opportunity and apply to join the International Laundryheap Team today!

Greetings from Kotak Life Insurance -Interested candidates can Mail on kli.aditi-raut@kotak.com or 7796470507. Location: Thane, Neptune Element Job Role: Implant VRM Key Responsibilities: Handle insurance leads exclusively by conducting calls to sell insurance products, leveraging relevant experience from similar roles in competitor organizations. Drive insurance sales with assigned customers mapped to the VRM. Deliver outcomes aligned with key metrics such as NPS, service levels, service quality, and sales performance. Ensure high-quality communication while meeting productivity and service benchmarks. Provide a consistent and delightful customer service experience, ensuring timely resolution of queries and issues. Adhere to information security protocols and quality process standards. Stay updated and comply with any process-related updates or changes. Actively implement feedback from Team Leaders, or Quality Analysts to enhance performance. Job Requirements: Minimum educational qualification: Graduate. Candidates must reside near Thane; candidates from the western line will not be considered. Employment gaps exceeding one month are not acceptable. A minimum of one year of tenure in the current organization is mandatory. Strong conversational and English communication skills are essential. If interested please share your cv on below mail id: Kli.aditi-raut@kotak.com

About The Role Responsibilities Starting new Digital initiatives for acquisition of new and existing customers for Credit Card product Use analytics to achieve higher conversion %, and exploring new customer opportunities for generating new business. Drive Digital Acquisition of Credit card products through internal and external media channels including (but not limited to) SEO, SEM, Campaigns, Biddable platforms, fintech partners and affiliate marketing channels. Set up monitoring trackers and regularly evaluate the efficiency of day-today running of each campaign Work with Internal campaigns team and Marketing to scale traffic and conversions Work with Media Agency to scale Digital Campaigns on SEO and Paid Media Scale up / Set up business from existing/new Partners/Affiliates/Aggregators with deep integration with help from IT & BSG Weekly review and daily monitoring of Vendor teams to ensure successful campaign execution Work with various internal and external stakeholders (Marketing, Campaign, Vendors, Call centers) to improve traffic to lead and lead to appointment fix ratios Carry out changes in the journey, ad copy, campaign copy, creatives etc with focus on A/B testing and test to evolve digital into a low cost and high throughput channel Make use of Analytics tools to understand full funnel from traffic to disbursement and arrest drop-offs at every stage. Responsibility for creation, managing and consumption at Data Dashboards for tracking the performance of Sales team, and digital campaign Desired Candidate Profile: MBA from Tier-I/II colleges 4-6 years of relevant digital, BFSI experience in the Digital Media agency Broad understanding of technology pertaining to Digital Sales and Marketing Data driven approach and Analytical bent of mind Certifications on Digital media will be plus

Selling online property advertisements / branding solutions to clients by assessing their business requirements. Managing portfolio of existing enterprise/Key accounts with multiple business unit. Achieving sales targets through focus on existing client base in the assigned territory. Handling complete sales cycle ensuring committed deliveries and campaigns focus on renewals. Building and managing strong relationships with clients and helping product with continuous feedback. Achieving sales targets through growing existing client base in the assigned territory. This is an Individual Contributor role.

Manage the existing business partners, identify new business. STB Sales and activation. Achieve collection targets. Promote the digital & broadband products. Track customer issues. Recovery of STB. Required Candidate profile Candidate with relevant experience in the similar industry is preferred.

The Business Development Manager role requires 4-8 years of experience and is based in Coimbatore. As a Business Development Manager, you should possess knowledge in digital/IT sales & marketing, presales, lead generation, and have experience in bidding and proposal posting. It is essential to have expertise in Social Media Marketing and excellent communication skills, both written and verbal. Your main responsibilities will include procuring new clients through direct contact, word-of-mouth, and collaboration with the marketing department. Attending networking activities to research and connect with potential clients is also crucial. Additionally, you will be expected to maintain strong relationships with existing clients, suggest upgrades or additional products and services, and craft business proposals and contracts to increase revenue. Negotiation skills will be essential to secure competitive prices with clients. In this role, you will need to be dynamic, sales-target oriented, and possess good business analytical skills to understand client project requirements. A positive attitude, the ability to create reports and presentations, and familiarity with all products and services offered by the company are also necessary. Equipping staff with technical and social skills to enhance sales, reviewing client feedback, and staying updated on consumption trends to ensure the relevance of our offerings are additional responsibilities. Key skills required for this position include sales, digital sales, communication skills, social media marketing, lead generation, bidding, IT sales, reporting, business analytics, presentation skills, presales, marketing, and proposal posting.,

As an Ad Strategy professional at NexVerse Business Management, you will play a crucial role in developing and executing strategies to maximize ad revenue across Dailyhunt and Josh. Your responsibilities will include collaborating with product, tech, and content teams to create innovative ad formats, defining pricing models, optimizing ad inventory, and enhancing programmatic performance. You will also work closely with agencies and brands to drive advertising solutions and partnerships in digital video, social, and commerce-driven formats. In the realm of Omnichannel Ad Exchange, you will be instrumental in supporting SSP, DSP, and publisher onboarding for seamless integration into the NexVerse ecosystem. Your role will involve scaling ad inventory, optimizing ad requests, and ensuring demand-side efficiency to maximize yield. Additionally, you will work on expanding NexVerse's presence in key markets like India, the Middle East, Africa, and the US by engaging with prominent ad tech players. Leveraging ad performance analytics and programmatic insights, you will optimize revenue and campaign efficiency while collaborating with the tech team on integrations and ad serving optimizations. The ideal candidate for this position should possess 5-8 years of experience in digital advertising, programmatic, and ad tech. You should have a strong knowledge of SSPs, DSPs, ad exchanges, and programmatic buying, along with a deep understanding of digital ad monetization, pricing strategies, and revenue models. Experience in ad operations, media planning, or digital sales would be advantageous. An analytical mindset with a data-driven approach to campaign performance and optimization is essential, as well as the ability to collaborate effectively across multiple teams to drive results. Exposure to global markets like India, the Middle East, Africa, and the US is a desirable asset. Joining NexVerse offers you the opportunity to be part of a dynamic and fast-growing ad tech business, expanding into global markets. You will work on ad monetization strategies for leading short-video, news, and social platforms, engaging with top SSPs, DSPs, agencies, and brands. This role provides high ownership and promising career progression within the ad tech and programmatic ecosystem.,

Job Description We are seeking a highly skilled and results-driven Key Account Manager to join our sales team, focusing on the Logistics industry. The ideal candidate will be responsible for driving sales and revenue growth for our comprehensive digital stack, which includes Cloud Infrastructure, Maps, Databases, Notifications, and Managed Services . This role requires a strong understanding of logistics and supply chain processes, along with a solid knowledge of cloud technologies. The Key Account Manager will manage strategic customer accounts in logistics, working closely with clients to understand their business needs and deliver tailored cloud-based solutions that enhance efficiency and productivity. As a Key Account Manager, you will be a trusted advisor for logistics clients, helping them leverage innovative cloud-based solutions to streamline operations, improve visibility, and optimize decision-making. Key Responsibilities Sales & Revenue Growth: Identify, qualify, and pursue new business opportunities within the logistics industry, including supply chain management, transportation, warehousing, and logistics optimization. Drive the sales process from prospecting to closing for Cloud Infrastructure, Maps, Databases, Notifications, and Managed Services solutions tailored to logistics clients. Develop and execute customized sales strategies to meet individual logistics account needs and achieve sales targets. Customer Relationship Management: Build and maintain strong, long-term relationships with key decision-makers and influencers in logistics companies (e.g., transportation managers, supply chain directors, CIOs). Serve as the primary point of contact for assigned logistics accounts, ensuring client satisfaction, problem resolution, and ongoing retention. Regularly engage with logistics clients to understand their challenges, growth strategies, and operational goals. Solution Selling: Leverage deep knowledge of logistics operations and cloud-based solutions to provide customized recommendations that improve operational efficiency, supply chain visibility, and customer experience. Collaborate with pre-sales engineers, solutions architects, and other technical teams to design and deliver comprehensive cloud solutions that address specific logistics challenges. Demonstrate how our solutions can optimize route planning, real-time tracking, predictive analytics, and inventory management for logistics clients. Account Planning & Strategy: Develop and execute detailed account plans for key logistics clients, outlining clear milestones and KPIs aligned with client objectives. Conduct regular business reviews with clients to assess the impact of implemented solutions, identify opportunities for further optimization, and expand business relationships. Stay informed on industry trends, regulatory changes, and new technologies in logistics to position our solutions effectively. Collaboration & Coordination: Work closely with internal teams such as product management, marketing, and technical support to ensure smooth implementation and ongoing success of solutions for logistics clients. Collaborate with customer success and technical teams to ensure seamless onboarding and post-sales support tailored to logistics needs. Qualifications Qualifications Bachelors degree in Business, Engineering, Information Technology, Logistics, or a related field. A Masters degree or relevant certifications (e.g., AWS, Azure, Google Cloud) is a plus. Experience: Minimum of 5+ years of experience in enterprise sales, particularly in selling Cloud Infrastructure, Databases, Maps, Notifications, or Managed Services solutions within the logistics or supply chain industry. Proven success in managing complex sales cycles, securing large deals, and driving revenue growth within logistics or transportation sectors. Experience working with enterprise-level logistics companies, such as those in warehousing, transportation, fleet management, or e-commerce logistics. Skills: Deep understanding of logistics industry challenges, including supply chain optimization, transportation management, route planning, and real-time tracking. Strong knowledge of cloud platforms (AWS, Azure, Google Cloud), cloud infrastructure, maps, databases, and managed services as they relate to logistics use cases. Excellent consultative and solution-selling skills with the ability to understand logistics-specific pain points and offer targeted cloud-based solutions. Exceptional communication and interpersonal skills, with the ability to influence key decision-makers in the logistics and supply chain space. Strong negotiation skills and ability to close high-value deals. Result oriented and ownership driven mindset. Strong collaboration across cross functional team. Hands on experience of CRM systems like Salesforce. Additional Information 50% traveling required

Virtual Relation Manager ( Chennai )Grade :- AM/DM Responsibilities Manage and nurture client relationships through virtual engagements Provide clients with personalized financial advice and solutions Identify opportunities to cross-sell banking products and services Respond promptly to client inquiries, providing exceptional customer service Collaborate with internal departments to ensure holistic client service Track and achieve sales targets and business objectives Maintain up-to-date knowledge of banking products and services Ensure compliance with regulatory and company policies during all interactions Qualifications Bachelor's degree in Finance, Business Administration, or related field Proven experience in a relationship management or Banking Product sales role Strong understanding of financial products and services Excellent communication and interpersonal skills Ability to work effectively in a virtual environment Customer-focused mindset with strong problem-solving abilities Proficiency with digital communication tools and CRM systems Skills Salesforce / Virtual Sales Good English Communication MS Office Customer Relationship Management (CRM) Financial Advisory Negotiation Time Management Problem-solving

Job Title: Customer Success (TL) Location: Mumbai Department: Digital Business Reports To: Head -Digital Business Work Exp: 6 to 8 years (TL) BFSI Domain Experience: Yes; Mandatory Broking Domain Experience: Yes; Mandatory Role Summary Experienced, results-driven stock market and investment markets professional with strong relationship skills to drive customer engagement and accelerate revenue generation. This role primarily involves engaging proactively with customers through tele-calling for intervention and re-marketing, with the goals of improving campaign conversions, boosting trade activation, and driving revenue growth. A key focus will be on deepening client engagement and activation through personalized and data-driven communication. KPIs include: Revenue Active Rate: Clients who transact, subscribe or renew investments post-intervention Campaign Conversion Rate: Re-marketing and intervention calls that result in a desired action such as trade execution, product subscription or account reactivation Customer Satisfaction Score (CSAT)/ Net Promoter Score (NPS) Call Quality & Resolutions: Percentage of calls ending in successful resolutions in the first contact Client attrition: Effectiveness in managing and controlling client inactivity/ dormancy Revenue Contribution: Increase digital platform revenue influenced by tele-calling efforts across, Transaction income Margin Funding (MTF) Book Mutual Fund AUM TPP Product penetration (PPI) Key Responsibilities Conduct proactive outbound tele-calling campaigns to engage and activate existing and dormant customers, delivering personalized interventions that increase trade activity and investment uptake Drive deeper client engagement by understanding customer needs, resolving concerns, and educating clients about new and relevant stock broking and investment products Employ data-driven insights to tailor communication strategies and improve customer activation rates, ensuring calls contribute effectively to trade activation and revenue growth Collaborate closely with marketing and sales teams to align on campaign goals, optimize call scripts, and increase conversion efficiency through targeted re-marketing efforts Maintain comprehensive and accurate records of customer interactions, feedback, preferences, and follow-ups in CRM systems to support seamless engagement continuity Work with Product and Channel teams to monitor and analyze campaign performance and identify areas for improving customer engagement and activation Address customer objections with confidence and professionalism to maximize call conversions and maintain high satisfaction and retention levels. Keep abreast of market trends, investment solutions, and regulatory updates to provide accurate, timely, and relevant information during client interactions. Act as a key bridge between clients and internal teams by relaying client feedback and market intelligence that can refine service offerings and marketing campaigns. Qualifications/ Eligibility Graduate/ Post-Graduate degree in Business, Finance, Marketing, or related fields Prior experience in customer success, tele-calling, or sales roles within financial services, preferable stock broking domain Knowledge of stock broking platforms and investment products including basic understanding of financial markets and transaction workflows Strong verbal communication and interpersonal skills with a customer-centric approach Proven ability to handle objections and close calls effectively to meet or exceed conversion targets. Experience in campaign-based tele-calling or outbound sales Familiarity with CRM software and telephone sales techniques Good analytical skills to interpret customer data and identify intervention opportunities Ability to work under pressure and manage multiple customer calls efficiently Multilingual abilities, especially in regional languages, will be an advantage

Job Role- Have good awareness of Corporates with entry point links in those corporates. Good Communication & Presentation Skills required since he will be focusing on core corporates for Digital Banking. Cross sells bank products to existing set of Corp Sal customers which are mapped. Handle Investment and Insurance requirements of clients Informs customers of new products or product enhancements to further expand the banking relationship. Coordinates with other group companies to provide awareness to our group company employees for our KOTAKJIFI products. Goes beyond the professional need of the customer by providing other products - enhancement of customer value Maintains complete relationship record for assigned customer accounts. Penetration of group/family account of the existing mapped base. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirement- Good communication and presentation skills. Willing to travel extensively within the city limits. Two- wheeler and an android phone is must. Liability Sales experience or KYC knowledge is an added advantage. Graduate with Minimum 0-2 Yrs. of experience.

Job Role: Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements: Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) Thinker:

Job Role- Have good awareness of Corporates with entry point links in those corporates. Good Communication & Presentation Skills required since he will be focusing on core corporates for Digital Banking. Cross sells bank products to existing set of Corp Sal customers which are mapped. Handle Investment and Insurance requirements of clients Informs customers of new products or product enhancements to further expand the banking relationship. Coordinates with other group companies to provide awareness to our group company employees for our KOTAKJIFI products. Goes beyond the professional need of the customer by providing other products - enhancement of customer value Maintains complete relationship record for assigned customer accounts. Penetration of group/family account of the existing mapped base. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirement- Good communication and presentation skills. Willing to travel extensively within the city limits. Two- wheeler and an android phone is must. Liability Sales experience or KYC knowledge is an added advantage. Graduate with Minimum 0-2 Yrs. of experience.

Job Role: Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products. Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements: Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) Thinker:

100% open market and field job -Target driven. Acquisition of Saving/Current account from open market via Canopy Activity, Umbrella Activity, Cold Calling, References etc. Work for Cross buy of financial product from mapped Book- LI/GI/SIP/PL/FD from existing customer Portfolio Work on the Geographical area mapped (Pin Code) and achieve Saving/Current account and cross buy Target Relationship building with Existing customer Job Requirements: Education Qualification : Graduation/Post Graduation Bike Mandatory with Valid License 0 to 1 Years of Sales experience /Fresher Age : Upto 25 Years

Have good awareness of Corporates with entry point links in those corporates. Good Communication & Presentation Skills required since he will be focusing on core corporates for Digital Banking. Cross sells bank products to existing set of Corp Sal customers which are mapped. Handle Investment and Insurance requirements of clients Informs customers of new products or product enhancements to further expand the banking relationship. Coordinates with other group companies to provide awareness to our group company employees for our KOTAKJIFI products. Goes beyond the professional need of the customer by providing other products - enhancement of customer value Maintains complete relationship record for assigned customer accounts. Penetration of group/family account of the existing mapped base. Tracks customer complaints/queries and turnaround times for customer satisfaction Job Requirement- Good communication and presentation skills. Willing to travel extensively within the city limits. Two- wheeler and an android phone is must. Liability Sales experience or KYC knowledge is an added advantage. Graduate with Minimum 0-2 Yrs. of experience.

Job Role: Enhancement of Deposit pool from Customers Establishing standards and delivery of service Sale of non-deposit products Cross selling targets progressively Sale of MF and Insurance products Fee Income Branch Administration Regulatory Compliance Manage productivity and overall morale of branch team members Overall responsible for break-even and P&L of branch Job Requirements: Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities Must have had Sales experience and exposure, preferably of Liabilities products Qualifications- MBA / CA/ CAIB Good Leadership skills (though more tactical than strategic) Thinker: Doer 40:60 In-depth understanding of financial instruments, markets and macro micro economic processes Ability to carry along all the units involved in the customer service cycle to ensure customer DELIGHT Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives