Sales and Relationship Manager

Job Description

Job Description : Sales & Relationship Management Hybrid Executive Role Title : Client Solutions Executive (Sales + RM) Location : Jaipur (On-ground with flexible field visits) Reporting To : Founding Team / Vertical Head Role Objective: To act as the single point of contact for clients — responsible for sourcing new prospects, converting them across verticals under a success-fee model, and ensuring seamless milestone-driven execution post-closure. Key Responsibilities: Sales & Lead Sourcing Identify and onboard new leads for 7 verticals: o Debt Fundraising o Car Procurement (new/resale/scrap) o Solar (EPC + financing) o Insurance (B2B/B2C, non-life) o Wealth Management o Retail Investment Facilitation o IGP Corporate Gifting Pitch success-fee-only model with confidence and trust-building Attend client meetings, follow up, and close mandates (if applicable) Cross-sell additional services post-initial delivery Relationship & Execution Management Act as the primary SPOC for each assigned client Coordinate documentation, milestone tracking, and backend partner handovers Use CRM for logging status, communication, and progress tracking Escalate client issues timely to founders if milestone delays or partner dependencies occur KRAs (Key Responsibility Areas): 1. Monthly leads sourced (target verticals) 2. Success-fee deals closed (in ₹ or #) 3. Cross-vertical conversions achieved 4. CRM discipline & client milestone completion 5. Client satisfaction & repeat service interest KPIs (Performance Indicators): ₹X success fee revenue per month from closed mandates 6–8 warm leads sourced/month (verified by founders) Minimum 2 clients cross-sold into new verticals per quarter 100% milestone update tracking via CRM <48 hours average client query response time Ideal Candidate Profile: Graduate/Postgraduate with 2–5 years in field sales, banking, insurance, wealth, or auto sector Strong interpersonal skills & trust-building personality Understanding of financial products preferred, but not mandatory Willing to take ownership from lead sourcing to post-sale delivery Incentive & Compensation Structure: Fixed salary (modest base to cover travel + performance-linked bonus) Success fee % shared on deal closure (ranges by vertical) Quarterly bonus on RM milestones + cross-vertical engagement Job Type: Full-time Pay: ₹360,000.00 - ₹600,000.00 per year Work Location: In person