Institutional and Branch Sales Manager

3 weeks ago

Delhi, India Planyourworld Training Academy Private Limited Full time

Job Title: Branch Sales Manager Cum Institutional Sales Manager

Location: Delhi/NCREmployment Type:Full-time

Role Overview:

We are seeking ahighly motivated Branch Sales Manager Cum Institutional Sales Managerto manage and grow institutional business portfolio. The ideal candidate should have experience in handling clients, with excellent customer-handling and negotiation skills. The candidate must be ready to adapt to the financial planningindustry, learn our workflow model, and drive results through professionalism and relationship building.

Key Responsibilities:

  • Take ownership of branchand institutional sales, including prospecting, onboarding, and client servicing.
  • Lead and manage sales team, providing guidance, support and training as needed.
  • Develop and maintain long-term relationships with corporates, institutions, and customers.
  • Follow up with clients regularly, understand requirements, and ensure seamless order management.
  • Prepare and deliver presentation and proposals to potential clients, showcasing the company's products.
  • Handle end-to-end sales cycle – lead generation, pitching, negotiations, closing deals, and account management.
  • Develop and execute sales plan to generating sales through sales team.
  • Leading and managing a team of Direct Sales Teams (DSTs).
  • Handle and manage appointments.

Key Requirements:

  • MBA/PGDM in Marketing and Sales.
  • Prior experience in Institutional Sales / Corporate Sales preferred.
  • Knowledge of financial planning added advantage.
  • Strong negotiation, persuasion, and interpersonal skills.
  • Excellent communication in English and Hindi.
  • Proficiency in MS Office, CRM tools, and sales reporting.
  • Professional appearance and business etiquette are mandatory.
  • Willingness to travel frequently across cities for client visits and business development.

What We Offer:

  • Opportunity to work in a fast-growing financial planning company making a real impact.
  • Exposure to institutional and corporate sales in the financial planning domain.
  • A dynamic, learning-driven environment with career growth opportunities.

Job Type: Full-time

Pay: Up to ₹50,000.00 per month

Work Location: In person

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