Lead Generation- Corporate Sales

4 weeks ago

Chennai, India Patel Family Office Full time

Key Responsibilities:

1. Corporate Acquisition & Onboarding:

  • Identify, reach out to, and onboard new accounts.

  • Pitch the companys 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. Employee 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.

4. Revenue & Growth Ownership

  • Own product usage and revenue targets from assigned clients.

  • Identify and pursue upsell and cross-sell opportunities within corporate accounts.

  • Drive retention and ensure continuous value delivery to clients.

Requirements:

  • You must have strong B2B2C/institutional selling and relationship management skills

  • You must have ability to influence senior stakeholders and navigate large organizations

  • You must have excellent communication, presentation, and consultative sales capabilities

  • You must be a Self-starter with a growth mindset and ownership attitude

  • Experience in financial products (investments, insurance, lending, wellness, etc.) is preferred

Job Type: Full-time

Pay: ₹45, ₹55,000.00 per month

Experience:

  • Lead generation: 3 years (Required)

Language:

  • Tamil (Required)

Work Location: In person

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