The Business Growth & Operations Manager will be responsible for driving partner-based growth, ensuring compliance, managing client relationships, and overseeing operational and financial performance. This is a strategic and execution-focused role that bridges sales, advisory, compliance, and internal operations. Key Responsibilities:🧩 Lead Generation & PartnershipsIdentify and onboard strategic partners (agents, channel partners, digital alliances) Develop and manage B2B and B2C sales channels 📈 Revenue Growth Drive sales through both direct client engagement and partner networks Track revenue performance and implement strategies to meet targets 📊 Market Research & Strategic PlanningMonitor competitor activities and industry trends Recommend strategic product positioning and identify untapped markets 📢 Marketing Campaigns Plan and execute digital and offline campaigns for lead generation and service promotion Track campaign effectiveness and optimize for ROI 👥 Agent Performance & Productivity Track sales pipelines, agent performance metrics, and manage productivity tools Ensure agent alignment with revenue and compliance goals 🤝 Client Relationship Management Conduct review meetings, share updates on portfolios and markets Address client queries promptly and ensure high client satisfaction 📂 Compliance & Documentation Ensure adherence to SEBI regulations and internal SOPs Maintain all advisory records, licenses, client consents, and communications 📑 Reporting & TransparencyPrepare and share client performance reports with risk insights Maintain full access and clarity for clients through ongoing disclosures 🔁 Cross-Selling & Upselling Identify upsell opportunities based on client life-stage and goals Promote new services to enhance wallet share 💬 Client Retention & Feedback Management Track client feedback and improve retention strategies Ensure value delivery through proactive engagement 🧾 MIS & Internal Reporting Submit timely internal performance reports Track underperforming cases and escalate as needed ⚖️ Regulatory & Internal Compliance Ensure compliance with SEBI, AMFI, RBI, MCA, and GST/TDS laws Enforce internal policies and update SOPs as needed 📘 Financial Operations & Taxation Maintain day-to-day bookkeeping including receivables, advisor payouts, GST, TDS File returns on time and assist with annual audits Prepare P&L, balance sheet, and cash flow reports 📚 Training & Risk Management Train staff and advisors on updated compliance norms and risk policies Identify operational risks and mitigate them in a timely manner Required Skills & Competencies:Strong knowledge of financial products, investment advisory norms, and SEBI guidelines Experience in client relationship management and sales strategy Financial reporting and MIS generation skills Knowledge of taxation, compliance, and audit processes Excellent communication, analytical, and leadership capabilities Proficiency in CRM, Excel, and regulatory reporting systems Remuneration:Commensurate with experience + performance-linked incentives + ESOP opportunity
Job Title: Sales Manager Reports To: Senior Management / CEO Location: Thane Employment Type: Full-Time Position Overview: We are seeking an experienced and results-driven Sales Manager to oversee a team of Telecaller Executives. The ideal candidate will be responsible for ensuring sales targets are met, managing the daily activities of RMs/ telecallers, and optimizing team performance. You will act as a bridge between senior management and the field team, ensuring seamless communication and efficient sales operations. Key Responsibilities: Lead, motivate, and manage a team of Executives/ RMs Develop and implement effective sales strategies to meet and exceed company targets. Set clear sales targets and KPIs for telecallers and ensure consistent monitoring. Provide training, mentorship, and guidance to improve team performance and product knowledge. Oversee daily reporting of calls, leads, and sales outcomes to track progress. Handle escalated client issues and concerns and find solutions to ensure client satisfaction. Regularly analyze team performance and identify opportunities for improvement. Coordinate with other departments (e.g., marketing, customer service) to ensure a seamless client experience. Prepare detailed sales reports and present them to senior management. Stay updated with market trends, competitor analysis, and new products/services in the stock advisory space. Requirements: Proven experience as a Sales Manager or similar role, preferably in a telesales environment. Strong leadership and team management skills. In-depth knowledge of sales strategies, techniques, and tools. Excellent communication (English, Hind & Marathi) and negotiation skills. Ability to analyze data and market trends. Strong organizational and multitasking abilities. Knowledge of stock market services or a willingness to gain expertise. Bachelor’s degree in Business Administration, Marketing, Finance, or a related field. Preferred Skills: Experience in the financial advisory or stock market industry. Proficiency with CRM and sales management software (e.g., Salesforce, Zoho, etc.). Strong problem-solving and decision-making abilities. Strong target achievements in previous job Compensation: Attractive salary and performance-based bonuses. Comprehensive benefits package.
Job Title: Relationship Manager Reports To: Manager (Sales) Location: Thane Employment Type: Full-Time Position Overview: We are looking for dynamic and motivated candidates to join our growing team as a Relationship Manager, you will be responsible for contacting potential clients, explaining our wealth solution services, and persuading them to engage with our offerings. Your goal will be to generate leads, build relationships, and help our company reach sales targets. Key Responsibilities: Conduct outbound calls to potential clients from provided leads. Introduce the company and explain our services (Unlisted Stocks, Investment Advisory, MF) to prospective clients. Qualify leads by understanding client needs and preferences. Convert inquiries into appointments or sales opportunities. Keep accurate records of customer interactions, feedback, and transactions in CRM systems. Follow up with clients to ensure satisfaction and encourage repeat business. Maintain an up-to-date understanding of the company’s products and services. Meet daily, weekly, and monthly sales targets and KPIs. Report sales and progress to the Sales Manager regularly. Requirements: Proven experience in managing customers or telecalling or telesales (preferably in a financial or advisory sector). Excellent communication skills (both verbal and written English, Hind & Marathi). Strong listening and problem-solving abilities. Ability to work under pressure and meet targets. Basic knowledge of the stock market or willingness to learn. Positive attitude and self-motivated. Diploma/Graduate; further education in sales, marketing, or finance is a plus. Preferred Skills: Experience with CRM tools (e.g., Zoho, etc.), NISM Certification Previous experience in a similar industry (financial services, stock advisory, etc.). Compensation: Competitive salary based on experience. Performance-based incentives.