: 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/Advantages 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 robust ownership of sales targets

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