: Corporate Sales Manager – Financial Planning Training

Reports To: Business Head – Wealth Management

Location: Ghatkopar West (Work from Office)

Employment Type: Full-time

About the Role

We are looking for a dynamic, target-driven sales professional to drive corporate outreach and business development for our employee financial wellness and retirement planning training programs . This role involves identifying, pitching, and closing partnerships with corporates (HR/L&D; heads, CXOs) to deliver structured financial and retirement planning workshops/training for their employees.

We are specifically seeking candidates with a background in the corporate training / L&D; industry , who understand how organizations buy training programs and can navigate HR/L&D; decision-making structures.

Key Responsibilities

- Identify and build a pipeline of corporate prospects (mid-to-large enterprises) for financial wellness and retirement planning training programs
- Reach out to HR, L&D;, and Total Rewards/Perks teams to pitch training solutions tailored to employee needs
- Conduct discovery calls and needs-assessment conversations to understand a corporate's employee demographics, benefits structure, and training priorities
- Deliver compelling sales presentations/pitches (in person and virtual) to HR/L&D; stakeholders and senior leadership
- Customize proposals and program structures in collaboration with the training/content team based on client requirements
- Own the end-to-end sales cycle: prospecting → pitching → proposal → negotiation → closure
- Lead RFP/tender responses for enterprise and government accounts, ensuring compliance, accurate pricing, and timely submission




- Build and maintain strong relationships with corporate HR/L&D; decision-makers for repeat business and referrals
- Drive account renewals and identify upsell/cross-sell opportunities within existing corporate accounts to grow wallet share
- Meet and exceed monthly/quarterly revenue and new-logo acquisition targets
- Track leads, pipeline, and sales activity in CRM; provide regular reporting and forecasts
- Represent the organization at HR/L&D; industry events, forums, and networking sessions to generate leads
- Stay updated on trends in employee financial wellness, retirement benefits, and corporate L&D; budgets to refine sales pitch and positioning

Required Qualifications & Experience

- 3–8 years of B2B sales experience within the corporate training/L&D; industry (mandatory) — experience selling training programs, workshops, or learning solutions to corporates
- Proven track record of selling to HR/L&D; departments and engaging with senior HR stakeholders
- Strong understanding of how corporates evaluate and procure employee training/L&D; interventions
- Excellent communication, presentation, and pitching skills
- Demonstrated ability to independently generate leads, build pipeline, and close deals
- Bachelor's degree required; MBA or equivalent preferred
- Experience with CRM tools (Salesforce, HubSpot, Zoho, etc.)

Key Skills

- Consultative and solution selling
- Corporate/institutional relationship management
- Negotiation and closing
- Presentation and stakeholder management
- RFP/tender and proposal management
- Account retention, renewals, and upsell/cross-sell
- Self-driven with strong ownership of sales targets

📌 Corporate Sales Manager – Financial Planning Training (Mumbai)
🏢 Aureva Capital Private
📍 Mumbai