Head - Corporate and Community Sales | For a Fintech & Wealth Management Company |
3 hours ago
Head – Corporate and Community Sales
Role:
You will lead the regional charter for our Corporate B2B2C business. This strategic
role involves acquiring and nurturing key partnerships in corporates and communities to
distribute our financial solutions at scale to employee bases.
You will act as a trusted advisor to senior stakeholders in HR, Finance, and Rewards
functions—enabling organizations to offer meaningful wealth and investment benefits to their
employees and also tap into high-affinity communities such as professional associations
(lawyers, doctors, CAs, etc.), exclusive clubs, influential offline and online communities,
professional networks, alumni groups.
This is a senior leadership position requiring strong business acumen, consultative enterprise
selling, and end-to-end relationship ownership. You will be responsible for building the
region’s pipeline, closing large corporate deals, overseeing onboarding, and orchestrating
multi-functional teams to deliver high-impact employee engagement campaigns.
Key Responsibilities:
1. Corporate and Community Acquisition & Onboarding
● Identify, reach out to, and onboard new accounts.
● Pitch our suite of financial wellness products as part of their employee benefits
program.
● Establish strong entry points with HR, Admin, Rewards, and Finance stakeholders.
2. Strategic Relationship Management
● Act as the primary point of contact for the clients.
● Build and execute long-term engagement plans tailored to each corporate account.
● Maintain high levels of client satisfaction, ensuring repeat engagement and referrals.
3. Engagement & Product Activation
● Collaborate with marketing and product teams to design and deliver employee
engagement campaigns.
● Conduct in-person sessions, virtual webinars, and financial wellness events to
educate and activate users.
● Track and optimize adoption and activation metrics across corporate accounts and
communities.
4. Revenue & Growth Ownership
● Own product usage and revenue targets from assigned clients.
● Identify and pursue upsell and cross-sell opportunities within corporate accounts and
communities.
● Drive retention and ensure continuous value delivery to clients.
Skills:
1. You must have strong B2B2C/institutional selling and relationship management
experience
2. You must have ability to influence senior stakeholders and navigate large
organizations
3. You must have excellent communication, presentation, and consultative sales
capabilities
4. You must be a Self-starter with a growth mindset and ownership attitude
5. Experience in financial products (investments, insurance, lending, wellness, etc.) is
preferred
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