Upselling Jobs in Surat

Job Title: Relationship Manager PDM (Domestic Business) Location: Surat Department: Sales & Distribution Industry: Asset Management Company (AMC) Experience Required: 2 to 5 Years Qualification: Graduate / Master's Degree (NISM Certification Mandatory) Role Overview: The Relationship Manager PDM (Domestic Business) will be responsible for driving business growth through the IFA (Independent Financial Advisor) channel. This role involves relationship management, channel development, business planning, and execution of marketing strategies to increase market share and brand presence of the AMC in the assigned territory. Key Responsibilities: Business Development & Channel Growth Develop and implement marketing and distribution plans to expand business through the IFA channel. Strategize and execute initiatives to increase the AMC s market share across assigned geographies. Promote and distribute the full suite of investment products to IFAs, ensuring alignment with client needs. Sales Planning & Execution Design and execute short- and long-term sales plans for consistent lead generation and business conversion. Maintain a strong sales pipeline by regular follow-ups with potential leads across multiple product categories. Drive revenue growth and ensure profitability of the AMC from the IFA segment. Client Engagement & Servicing Build and nurture long-term relationships with IFAs and key partners. Oversee client reporting and ensure timely communication of performance metrics, updates, and product enhancements. Conduct regular meetings, presentations, and performance reviews with partners. Training & Awareness Initiatives Conduct product trainings and development programs for IFAs. Organize and lead Investor Awareness Programs (IAPs) to educate clients and investors on mutual fund investments. Promote a strong brand presence through on-ground engagement and education. Key Skills & Competencies: Mandatory Skills Excellent communication skills verbal and written Strong account management and channel relationship skills Presentation and negotiation skills Goal-oriented with a focus on achieving sales targets Analytical and problem-solving abilities Desirable Skills NISM Certification (Mandatory) Knowledge of mutual fund industry, IFA networks, and financial products Qualifications: Graduate in any discipline (Master s degree preferred) NISM Certified as per regulatory norms Experience: Minimum: 2 Years Maximum: 5 Years Relevant experience in AMC/Mutual Fund sales or financial services distribution preferred Job Summary: The Relationship Manager PDM will play a crucial role in expanding AMC s presence in the IFA channel by building strong advisor networks, delivering tailored investment solutions, and ensuring consistent business conversion. This role is suited for a dynamic, target-driven individual with excellent communication and relationship-building skills in the financial services space. Qualification : Graduate / Master's Degree (NISM Certification Mandatory)

Customer Convenience Executive Location: Surat Job Summary We are looking for a Customer Convenience Executive who will be responsible for the collection of all outstanding payments from clients. Responsibilities and Duties Manage and collect all outstanding payments from clients. Ensure that all customer information is accurate, including phone numbers and addresses. Convert non-service clients into service clients. Maintain a relationship with customers and ensure timely follow-ups. Work efficiently with MS Office and databases. Comfortable working with targets. Excellent communication and interpersonal skills. Strong problem-solving and critical-thinking abilities. Comfortable working both in the office and on the field. Work Experience 0 to 1 year of experience Employment Type Full-time

Sales Executive Location: Surat Job Summary We are looking for a competitive and trustworthy sales executive to help us build up our business activity. Responsibilities and Duties Generate leads. Sell software products of the company. Follow up with customers for closures. Implement new ideas to increase sales. Report to respective leaders on a daily basis. Requirements Male candidates with a presentable personality. Good communication skills. Knowledge of accounts. Must have a bike and a valid driving license. IT knowledge is a must. Work Experience 0 to 3 years Employment Type Full-time

Sales And Marketing Experience: 1 to 2 Years Position: 2 Education: BE / Post Graduation (MBA or Equivalent) Responsibilities : Responsible from attending inquiries to closing sales. Work with the business development team to plan the strategies to increase the Sales. Should be able to research current market identifies new clients and business opportunities. Gets the sale using various customer sales methods. Evaluate client s skills and needs and build productive long-lasting relationships. Context based demonstration of the existing projects to the potential Client. Ability to learn and Use the CRM to capture all the activities of Sales. Collaborate with the current Partners and drive to identify new Partners. Should possess a good, pleasant personality with good communication and convincing skills. Customer Driven and understand the value of a Customer. Should be familiar with digital Marketing tools (added advantage). Qualification : BE / Post Graduation (MBA or Equivalent)

Business Development Executive Experience: 0 to 6 Months Position: 2 Education: Any Graduate Required Skills : Build a good working relationship with Clients. Understand the core values of the company and its goals. Calling on leads provided by the company. Present the product favorably and in a structured professional manner over the call. Maintain and Develop relationships with channel partners in person and via telephone calls and e-mails. Follow up with potential customers to prospect for new business. Advice on forthcoming product developments. Develop Square Yards as a brand by ensuring Service standards are in line with company policies. Calling/Meeting clients for doing need analysis. E-Showing properties to potential buyers. Facilitate negotiation between buyer & seller. Closing sale and submitting all relevant documents to the seller. Qualification : Any Graduate

Business Development Executive IT Job Type: Full Time, On Premise Experience: Fresher Location: WeeTech Solution Pvt Ltd, Rajkot, Gujarat, India Job Description: WeeTech Solution Pvt Ltd is an innovative tech company leading the way in Software Development and Digital Marketing. We re in search of passionate Business Development Executives who are driven by the desire to expand our client base and foster long-term relationships. Whether you are a fresher or have some experience, if you have a knack for sales and a deep understanding of the IT industry, we invite you to bring your skills and enthusiasm to our dynamic team. Responsibilities: Identify and pursue new business opportunities (Lead Generation) through networking, cold calling, and market research. Develop and maintain relationships with potential and existing clients, ensuring a high level of customer satisfaction. Create and deliver compelling presentations and proposals to potential clients. Collaborate with the marketing team to develop strategies that align with business objectives and target audience needs. Negotiate and close deals, ensuring all terms are aligned with company policies and goals. Conduct market analysis to identify trends, competitor activities, and potential areas for growth. Prepare and manage sales reports, forecasts, and budgets. Stay updated with the latest trends and developments in the IT industry. Coordinate with internal teams, including software development and digital marketing, to ensure seamless project execution and client satisfaction. Qualifications and Skills: Proven sales and business development experience, with a strong portfolio of successful deals. Deep understanding of the IT industry, including software development and digital marketing. Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and stakeholders. Strong negotiation and closing skills. Ability to conduct thorough market research and develop effective sales strategies. Self-motivated and driven, with the ability to work independently and as part of a team in a fast-paced environment. Familiarity with CRM software and sales tracking tools. Should be able to communicate in Fluent English. Freshers and Experience both can apply. What We Offer: Competitive salary and comprehensive benefits package. Opportunities for professional growth and skill development. Exciting and challenging projects in a collaborative work environment. A friendly and inclusive workplace culture.

Business Development Representative Focused on Small to Medium-Sized Business Clients We are seeking a highly motivated and results-driven business development representative to join our team. In this role, you will focus on acquiring and retaining a broad base of customer relationships, with an emphasis on small- to medium-sized business clients. You ll be integral to driving sales and developing lasting partnerships with clients. Key Responsibilities: Achieve sales targets and contribute to business growth. Deliver compelling sales presentations to business owners and key decision-makers. Attend client meetings to understand their needs and present solutions. Build and maintain strong relationships with existing clients to ensure long-term success. Respond to client requests for proposals and information (RFP/I) in a timely and effective manner. Stay informed about industry trends and the competitive landscape. Oversee the seamless transition of clients from sales to production, ensuring successful implementation. Handle administrative tasks related to sales processes as required. Skills and Interests: Excellent verbal and written communication skills. Strong presentation abilities and comfort speaking to diverse audiences. Exceptional organizational and time management skills, with a focus on CRM efficiency. Outstanding interpersonal skills for working with clients, colleagues, and senior management. A professional demeanor with a high level of integrity and honesty. Strong business acumen, with the ability to work within budget constraints. Self-driven with a passion for developing new business opportunities. Qualifications: 1+ years of sales experience; experience in internet marketing or web development is a plus. Proven success in meeting and exceeding sales quotas. Demonstrated ability to engage and sell to managers and C-level decision-makers. Proficiency with CRM systems for lead tracking, reporting, and sales management. Ability to simplify and communicate industry, product, and technical information to non-technical audiences. Experience with making presentations at seminars, tradeshows, or similar events.

Experience: 0-1 Years Qualification: Graduated with any field Work Location: Surat, India Skills: Fluent in English verbal and written communication Client and audience query handling Prompt response over Product Chat box Co-ordination with Technical team Qualification : Graduated with any field

About Casepoint Welcome to Casepoint where innovation meets security in eDiscovery solutions! We re a cloud-based platform trusted by top law firms and multinational corporations to handle their most critical matters. For nearly a decade, we've been on a rapid growth trajectory, and now we're expanding our global team. At Casepoint, we celebrate a work-hard, play-hard culture, where teamwork, open communication, and kindness are at the heart of everything we do. Exciting News: We have 4 open positions and are looking for dynamic individuals to join our growing team! Position Overview What You'll Do As a Business Development Executive, your role will be both challenging and rewarding. Here s what you ll be up to: Sales & Market Research: Dive deep into understanding market trends and uncovering new opportunities. Competitor Analysis: Keep an eye on the competition to make sure we re always ahead of the curve. Social Media Research: Leverage platforms to gather insights that drive strategy. Business Development Activities: Actively pursue and cultivate potential clients to help Casepoint grow. Opportunity Tracking: Monitor leads, track conversions, and help boost revenue generation. Account Management: Build and nurture strong relationships with clients to ensure their needs are met. Other Duties: Be ready to jump in and help wherever your expertise is needed! To thrive in this role, you'll need to bring the following to the table: 1-3 years of experience in Business Development, Sales & Market Research, and Account Management. A Bachelor s or Master s degree in Business Administration, Marketing, or a related field. A proven track record in business development or sales. Strong analytical skills you can interpret data and trends like a pro. Communication and interpersonal skills that help you connect with clients and your team. A strategic mindset to help us capitalize on market opportunities. A passion for working in a dynamic environment and the ability to meet tight deadlines. At Casepoint, it s not just about the work it s about the people. Here s how we support our team: Fantastic Company Culture: We re all about collaboration, open communication, and recognizing talent. Competitive Compensation: We value our team and reward them with competitive salaries. Career Empowerment: We ll help you grow and develop your career with new opportunities. A Fun Work Environment: Team activities, celebrations, and a balance between hard work and play make Casepoint a great place to work. Location This position is based in Surat, India an exciting place to live, work, and grow! Apply today! Qualification : Bachelor/Master's degree in Business Administration, Marketing, or a related field.

CRM Manager - Surat We are seeking a detail-oriented and proactive CRM Manager to develop, execute, and optimize CRM strategies to drive customer engagement, retention, and loyalty. This role requires a data-driven mind-set to analyse customer behaviours, segment audiences, and personalize customer communications. The CRM Manager will work closely with marketing, sales, and customer support to implement strategies that enhance the customer experience and maximize lifetime value. Roles & Responsibilities: Collecting and analyzing customer data. Develop and manage CRM strategies to drive customer engagement and retention. Handle correspondence, phone calls, and inquiries from clients and vendors. Plan and execute multi-channel CRM campaigns (email, SMS, etc.). Support Management functions. Analyze CRM campaign performance and customer engagement metrics. Create reports and dashboards to communicate CRM effectiveness to stakeholders. Identify improvements in the customer journey and suggest enhancements. Develop workflows and automation to streamline customer communications. Gather and analyze customer feedback to enhance the CRM system. Collaborate with customer service to address inquiries and improve satisfaction. Oversee CRM platform implementation, upgrades, and maintenance. Work with IT Developers to troubleshoot and customize CRM functionalities. Qualifications and Skills: Bachelor s degree in Marketing, Business, or related field. Minimum 1 years of experience in Customer Relation or relevant Field. Proficiency in MS Office (Word, Excel, PowerPoint, Outlook). Excellent organizational and multitasking abilities. Strong verbal and written communication skills. Ability to work independently with minimal supervision. High level of professionalism and confidentiality. Ability to prioritize and meet deadlines in a fast-paced environment. Qualification : Bachelors degree in Marketing, Business, or related field.