Job Description: 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/Benefits teams to pitch training solutions tailored to employee needs
Conduct discovery calls and needs-assessment conversations to understand a corporate's employee demographics, perks 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 robust 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 a
📌 Corporate Sales Manager – Financial Planning Training Mumbai (India)
🏢 Aureva Capital Private
📍 India
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