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- Client acquisition & servicing.
- Understanding of currency / equity / banking markets
- Sales & marketing of financial products / services
- Experience with selling of financial products / services will be preferred.
Job Role :
- Creating data base of potential clients
- Fixing meetings with prospective clients through cold calling or references
- Holding meetings with prospective clients and informing them about products / services offered.
- Responsible for overall Marketing and achieving annual budgets.
- Analyzing financials of prospective clients to gauge best alternatives and cost reduction
If you love interacting with high-net worth people, and maintaining strong long-term relationships, this is the position for you!
The WH/TL is a dynamic professional with experience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector. (S)he would be responsible for driving teams to exceed sales targets and client relationship management by delivering the best standards of services.(S)he would be helping the teams to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. (S)he would be a business manager as he would be responsible for P&L of his team.
Wealth Management, Financial Services, Broking
Responsible for development and management of respective zone teams, comprising Team Leaders, RMS
Responsibilities:
Handling a team of Wealth Managers and planning and achieving Sales Targets for Wealth Management products through the team by motivating, Inspiring and providing guidance to the team to keep the performance levels high
Maintaining profitability targets by ensuring good IRR and cross sell
Identifying streams for revenue growth & developing business plans to build consumer preference
Responsible for creation a client base in direct equity by acquiring new Private Wealth / HNI Clients / Corporate clients by interacting & developing rapport with all external/internal constituents of client at all levels; for maximum client retention & achievement of revenues
Monitoring client’s portfolio performance and rendering sustained advisory services for securing high ROI
Proven track record of establishing systems/ procedures, thereby contributing in a major way towards augmented growth and profitability level
Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process
Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team
To ensure achievement of acquisition ,activation and other Cross sell targets .To also ensure achievement of sub targets within acquisition with a special focus on Premium segment customers
To ensure achievement of business and revenue targets attributed for the company.
Conduct performance reviews for effective monitoring and measuring of results.
Qualifications: Graduate/ MBA/PGDM in Finance
Bynry Inc. is a leading SAAS company that specializes in developing smart platforms for small and mid-size utilities in the United States. Our cutting-edge solutions empower utilities to optimize their operations, enhance customer engagement, and embrace digital transformation. We are passionate about leveraging technology to revolutionize the utility industry and create a sustainable future for all.
We are seeking a highly motivated and dynamic Business Development Representative to join our team. As a Business Development Representative, you will play a pivotal role in driving our growth by identifying and pursuing new business opportunities within the small and mid-size utility sector in the United States. You will be responsible for generating leads, making introductory calls, fostering relationships with Utility Directors, pursuing successful deal closures and engaging with channel partners.
Who should apply?
- Are you someone who is passionate about selling products that can transform industries
- Do you have at least 2 years of experience in B2B SaaS lead generating in the USA market.
Why should you apply?
- Exciting industry: The energy and utilities industry is constantly evolving, and Bynry is at the forefront of this transformation with their innovative SaaS solutions.
- Career growth: Bynry is a fast-growing company, which means there are ample opportunities for career growth and advancement.
- The company culture is focused on collaboration, innovation, and delivering exceptional results for its Utility clients
Responsibilities:
- Prospect and identify potential customers within the small and mid-size utility market.
- Generate and qualify leads through various channels, including cold calling, email campaigns, social media, and industry events.
- Engage with prospective customers to understand their requirements and present the value proposition of Bynry's smart platform.
- Collaborate with the sales team to develop and execute effective sales strategies and tactics.
- Conduct product demonstrations and presentations to showcase the capabilities and benefits of Bynry's solutions.
- Build and maintain strong relationships with key decision-makers and stakeholders in the Utility market
- Collaborate with the marketing team to create compelling sales collateral, presentations, and proposals.
- Track and report on sales activities, pipeline, and progress using CRM tools.
- Stay up to date with industry trends, competition, and emerging technologies to effectively position Bynry's solutions.
Qualifications:
- Bachelor's degree in Business, Marketing, or a related field.
- Proven experience in demand generation, business development, sales, or a similar role, preferably within the SAAS industry.
- Familiarity with the small and mid-size utility sector and understanding of the challenges and opportunities within the industry is a huge plus.
- Excellent communication and interpersonal skills, with the ability to build rapport and establish credibility with potential customers.
- Strong negotiation and persuasive skills to articulate the value proposition of Bynry's solutions.
- Self-motivated and target-driven with a passion for achieving and exceeding sales goals.
- Ability to work independently and collaboratively in a fast-paced, dynamic environment.
- Proficiency in using CRM software and other sales tools to manage leads and track sales activities.
- Willingness to travel occasionally for customer meetings and industry events.
Join Bynry Inc. to be part of a dynamic team that is shaping the future of the utility industry. We offer a competitive salary, performance-based incentives, and a flexible work environment that promotes innovation and growth.
Our client with nearly two decades of presence has established itself as the second-largest credit rating agency in India. They provide ratings in the financial sector, infrastructure sector, corporates, public finance, and MSME spaces. The company is headquartered in Mumbai and has regional offices at Ahmedabad, Bengaluru, Chandigarh, Chennai, Coimbatore, Hyderabad, Jaipur, Kolkata, New Delhi, Pune and Mauritius.
Our client also carries out grading of IPOs, assesses financial strength of shipyards, grades various courses of Educational institutions and provides grading services to Energy service companies. They are nurturing global opportunities and have made forays in different forms with 4 partners from Brazil, Portugal, Malaysia and South Africa.
- Increasing operational efficiency, Sales MIS , CRM updation
- Completing commitments in due time frame, Situation handling- like unavailability of information from clients, bankers, etc
- Reaching target achievement : based on no. of mandates & no. of cases executed
- Maintaining quality of clients acquired & completing the commitments in the due time frame, competitive intelligence, reporting system efficiency, overseeing growth in business in various states, tracking case completion with rating group on a regular basis
- Displaying dedication in meeting the expectations of customers in order to achieve high level of customer satisfaction
- Business Development - Acquisition of new business and Relationship Management
- Achieving Revenue targets and Profitability as per business plan
- Developing business plan including Revenues target, product mix and margin objectives
- Meeting & arranging events for Knowledge Sharing with Corporate Clients, Banks & Financial institutions, Merchant Bankers
- Continuously keeping oneself and team members updated on industry happening and product developments.
- Increasing the market reach
What you need to have:
- Exhibits excellent communication (oral and written) and interpersonal skills
- Excellent telephone and net etiquette, Proficient in computer skills (word ,excel, powerpoint)
- Effective in preparing MIS, presentations, reports / summaries , etc.,
- Strong verbal and written communication skills
- Ability to work under tight deadlines
- Exhibits thorough Product knowledge & Market knowledge
- Exhibits extensive job knowledge contributing to the business development and growth
- Exhibits strong conceptual clarity and understanding of credit ratings, rating exercise and its internal processes
- Prior experience in handling business development relating to rating/ grading products for Equity Capital Markets and/or Debt Capital Markets (NCD / CP / CD / Structured Finance)
- Working Knowledge of basic rating / grading products e.g. Corporate Finance Rating / IPO Grading/ Bank Loan Rating/ Mutual Fund Grading
- Industry and Competition Analysis
-Developing Leads and converting them to customers,
- Conducting demos, field visits, sales pitches etc
,- Improving sales strategy
- Promote the company s services addressing or predicting clients objectives.
- Manage proposal response process, including detailed RFP requirements, content creation, and inputs from various sources
- Conduct research to identify new markets and customer needs.
- Presentation of the company to potential customers.
- Building long-term, trusting relationships with customers
.- Proactive search for new business opportunities in the market.
- Arrange business meetings with prospective clients.
- Qualify leads from marketing campaigns as sales opportunities
.- Take a lead role in the development of proposals and presentations for new business materials to create and nurture business opportunities and partnerships
- Identify trends and customer needs, building a short/medium/long-term sales pipeline in accordance with targets
- Candidate should be willing to work in start up culture, should be self starter
Duties for Key Account Manager will include a broad range of tasks such as maintaining ongoing customer relationships and networking, implementing success programs, contributing to sales, onboarding and training clients, and minimizing churn. You should also be able to provide insights on client-to-business interactions, improve customer experience through product support, and handle customer complaints and requests. You should be able to contribute to creating and maintaining good customer relationships and ensuring smooth onboarding.
Job Role:
Develop and manage client portfolios.
Sustain business growth and profitability by maximizing value.
Analyse customer data to improve customer experience.
Hold product demonstrations for customers.
Improve onboarding processes.
Mediate between clients and the organization.
Handle and resolve customer requests and complaints.
Minimize customer churn.
Aid in product design and product development.
Operate as the lead point of contact for all matters specific to our customers
Support and coordinate with the tech team to ensure seamless delivery to clients
What you’ll do:
Own the product knowledge base
Map customer journey and identify improvements at every stage
Maintain healthy customer engagement levels by identifying low utilization and providing solutions to further drive customer success
Develop a trusted advisor relationship with key customer stakeholders
Be the product champion, interpret customer insights to drive change in product and act as a voice of the customer to the Product team
Manage the Customer Success strategy for tracking and reporting on client health and reducing Customer Churn
Create and perform Monthly/Quarterly Business Reviews for ensuring customer retention and expansion - effectively delivering results to key stakeholders
Raise open issues with cross-functional teams and take ownership of resolving the issues in a timely manner
Constantly work towards providing innovative strategies for delivering customer delight
Engage with clients to understand the nuances of their work processes and the resulting needs and pain points.
Tools and Skills Required
Must Have:
Highly organized and able to multi-task.
Communication skills
Self-driven and proactive nature.
Excellent communication and interpersonal skills.
Experience in SAAS based product, CRM or ERP.
Knowledge of customer success processes.
Experience in document creation.
Patient and active listener.
Passion for service.
Have high proficiency in Microsoft Office (Excel, Word, PowerPoint)
Good to Have:
You should be passionate about engaging customers and expanding their use cases through our product
You have strong problem-solving skills and are great at finding creative solutions and workarounds when needed
You have good data analysis and data-driven decision-making skills
Strong project management skills
Experience:
3+ years proven track record in an enterprise account management role (Customer Success, Relationship Manager, Key Account Management)
Strong Technical Background.
What's attractive about us?
We offer a suite of memberships and subscriptions to spice up your lifestyle. We believe in practicing an ultimate work life balance and satisfaction. Working hard doesn't mean clocking in extra hours, it means having a zeal to contribute the best of your talents. Our people culture helps us inculcate measures and benefits which help you feel confident and happy each day. Whether you'd like to skill up, go off the grid, attend your favourite events or be an epitome of fitness. We have you covered round and about.
Health Memberships
Sports Subscriptions
Entertainment Subscriptions
Key Conferences and Event Passes
Learning Stipend
Team Lunches and Parties
Travel Reimbursements
ESOPs
That's what we think would bloom up your personal life, as a gesture for helping us with your talents.
Join us to be a part of our Exciting journey to Build one Digital Identity Platform!!!
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