Sales Manager

About DealPlexus

DealPlexus is a groundbreaking financial services platform transforming how finance professionals serve their clients. From Chartered Accountants and wealth advisors to investment bankers and independent financial advisors, DealPlexus empowers professionals to expand their service offerings, enhance their professional experience, grow their networks, and increase their earnings while collaborating with like-minded professionals.

Job Overview

We are seeking a dynamic and results-driven Sales Manager to drive business growth by managing client relationships, developing channel partnerships, and identifying opportunities across our financial product portfolio. The ideal candidate will focus on generating business through existing clients and channel partners, expanding the client base, and achieving sales targets.

Location: Sector 49, Gurugram

Work Mode: On-site

Working Days: Weekdays + Banking Saturdays

Key Responsibilities

• Build and manage relationships with clients and channel partners to generate business and drive revenue growth.
• Identify customer requirements and recommend suitable financial products and services.
• Drive sales of DealPlexus offerings through upselling, and new business development cross-selling,
• Identify, onboard, and engage channel partners to expand the company's distribution network.
• Provide product training, sales support, and resources to channel partners to improve business conversion.
• Develop and execute sales strategies to achieve business targets and expand the client base.
• Monitor sales pipelines, track performance metrics, prepare forecasts, and report progress to senior management.
• Collaborate with product managers and cross-functional teams to ensure timely delivery of solutions and a positive client experience.
• Conduct client and partner meetings, deliver product presentations, and identify opportunities for business expansion.
• Resolve client and channel partner queries and concerns in a timely and professional manner.
• Monitor market trends and competitor activities to identify new business opportunities.
• Maintain accurate client, partner, and sales records in the CRM system.

Qualifications and Experience

• Bachelor's degree in Business Administration, Finance, Commerce, or a related field. An MBA is an added advantage.
• 2–3 years of experience in sales, business development, or relationship management, preferably in the BFSI industry.
• Strong communication, interpersonal, negotiation, and relationship-building skills.
• Demonstrated ability to generate business, manage sales pipelines, and achieve targets.
• Experience in managing channel partners and driving business through referral networks is an advantage.
• Strong organizational skills, attention to detail, and a target-oriented mindset.
• Willingness to travel for client meetings, partner engagements, and industry events.