23 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.
- Repr
📌 HNI Institutional Sales (Mumbai)
🏢 360 ONE
📍 Mumbai