HNI Institutional Sales (Mumbai)

HNI Institutional Sales (Mumbai)

21 Aug
|
360 ONE
|
Mumbai

21 Aug

360 ONE

Mumbai

Role Overview
We are looking for a sharp, relationship-driven sales professional to drive institutional business development for our Corporate Wealth Solutions vertical. This role is akin to a Key Account Manager (KAM) — you will own a portfolio of corporate relationships, acquire current corporate accounts, and act as the primary point of contact between 360 ONE and CXOs/senior leadership at partner organizations.
The mandate is twofold:
New client acquisition – identify, pitch, and onboard corporates as institutional partners.
Account management & penetration – deepen relationships within onboarded corporates to convert CXOs, senior leadership, and employees into 360 ONE's HNI wealth clients.

Key Responsibilities
Business Development
Identify and map target corporates (mid-to-large enterprises, MNCs, unicorns/growth-stage companies) for workplace wealth partnerships.
Build a robust pipeline through networking, referrals, industry events, and CXO-level outreach.
Leverage 360 ONE’s internal ecosystem to identify high potential corporates




Design and deliver compelling pitches on 360 ONE's workplace wealth proposition to CHROs, CFOs, CEOs, and other CXOs.
Own the end-to-end sales cycle — prospecting, pitching, negotiation, and closure of corporate partnership agreements.
Key Account Management
Serve as the single point of contact for onboarded corporate accounts, ensuring strong relationship continuity.
Drive structured engagement programs (leadership workshops, wealth clinics, one-on-ones) to convert senior employees into individual wealth clients.
Collaborate with internal wealth advisory, product, and relationship management teams to ensure smooth client handoff and servicing.
Track account health, usage/penetration metrics, and identify cross-sell/up-sell opportunities within existing accounts.
Stakeholder & Relationship Management
Build long-term, trust-based relationships with CXOs and HR/Finance leadership at partner corporates.
Represent 360 ONE at corporate and

📌 HNI Institutional Sales (Mumbai)
🏢 360 ONE
📍 Mumbai

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