25 Aug
|
360 ONE
|
Maharashtra
25 Aug
360 ONE
Maharashtra
Job DescriptionRole Overview
nWe are looking for a sharp, relationship-driven sales qualified 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 new corporate accounts, and act as the primary point of contact between 360 ONE and CXOs/senior leadership at partner organizations.
nThe mandate is twofold:
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Current client acquisition – identify, pitch, and onboard corporates as institutional partners.n
Account management & penetration – deepen relationships within onboarded corporates to convert CXOs, senior leadership, and employees into 360 ONE's HNI wealth clients.n
nKey Responsibilities
nBusiness Development
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Identify and map target corporates (mid-to-large enterprises, MNCs, unicorns/growth-stage companies) for workplace wealth partnerships.n
Build a robust pipeline through networking, referrals, industry events, and CXO-level outreach.n
Leverage 360 ONE's internal ecosystem to identify high potential corporatesn
Design and deliver compelling pitches on 360 ONE's workplace wealth proposition to CHROs, CFOs, CEOs, and other CXOs.n
Own the end-to-end sales cycle — prospecting, pitching, negotiation, and closure of corporate partnership agreements.n
nKey Account Management
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Serve as the single point of contact for onboarded corporate accounts, ensuring robust relationship continuity.n
Drive structured engagement programs (leadership workshops, wealth clinics, one-on-ones) to convert senior employees into individual wealth clients.n
Collaborate with internal wealth advisory, product, and relationship management teams to ensure smooth client handoff and servicing.n
Track account health, usage/penetration metrics, and identify cross-sell/up-sell opportunities within existing accounts.n
nStakeholder & Relationship Management
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Build long-term, trust-based r
📌 Hni Institutional Sales Maharashtra
🏢 360 ONE
📍 Maharashtra